SEC 13F Intelligence

Brandywine Global Investment Management, LLC / CMI

Brandywine Global Investment Management, LLC’s Cummins Inc Position

Does Brandywine Global Investment Management, LLC own Cummins Inc (CMI)? Yes79.6K shares worth $41M (+0.27% of its 13F portfolio) as of Q4 2025, down from 81.2K shares the prior filed quarter.

Position Value
$41M
Q4 2025
Shares
79.6K
% of Portfolio
+0.27%
Quarters Held
27
currently held

Position History CMI

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $22MQ2 ’19: $29MQ3 ’19: $29MQ4 ’19: $32MQ4 ’19Q1 ’20: $24MQ2 ’20: $32MQ3 ’20: $49MQ4 ’20: $59MQ4 ’20Q1 ’21: $44MQ2 ’21: $39MQ3 ’21: $34MQ2 ’22: $16MQ2 ’22Q3 ’22: $16MQ4 ’22: $22MQ1 ’23: $42MQ2 ’23: $20MQ2 ’23Q3 ’23: $17MQ4 ’23: $17MQ1 ’24: $21MQ2 ’24: $22MQ2 ’24Q3 ’24: $30MQ4 ’24: $29MQ1 ’25: $30MQ2 ’25: $39MQ2 ’25Q3 ’25: $34MQ4 ’25: $41Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202579.6K$41M+0.27%
Q3 202581.2K$34M+0.24%
Q2 2025118.1K$39M+0.27%
Q1 202594.5K$30M+0.21%
Q4 202483.3K$29M+0.21%
Q3 202489.4K$30M+0.20%
Q2 202480.7K$22M+0.17%
Q1 202471.4K$21M+0.15%
Q4 202372.0K$17M+0.14%
Q3 202375.6K$17M+0.15%
Q2 202380.1K$20M+0.16%
Q1 2023176.7K$42M+0.17%
Q4 202291.1K$22M+0.17%
Q3 202279.9K$16M+0.15%
Q2 202281.5K$16M+0.14%
Q3 2021152.0K$34M+0.26%
Q2 2021161.9K$39M+0.29%
Q1 2021168.9K$44M+0.33%
Q4 2020258.9K$59M+0.49%
Q3 2020231.1K$49M+0.48%
Q2 2020184.9K$32M+0.33%
Q1 2020177.6K$24M+0.29%
Q4 2019180.2K$32M+0.23%
Q3 2019179.8K$29M+0.21%
Q2 2019170.1K$29M+0.20%
Q1 2019141.5K$22M+0.15%
Q4 2018103.4K$14M+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brandywine Global Investment Management, LLC’s full portfolio or all institutional holders of CMI.