SEC 13F Intelligence

Miller Howard Investments Inc /Ny / CMI

Miller Howard Investments Inc /Ny’s Cummins Inc Position

Does Miller Howard Investments Inc /Ny own Cummins Inc (CMI)? Not currently — the last reported position was 127.4K shares worth $28M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$28M
Q4 2021
Shares
127.4K
% of Portfolio
+1.03%
Quarters Held
13
position exited

Position History CMI

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $77MQ2 ’19: $78MQ2 ’19Q3 ’19: $65MQ4 ’19: $69MQ4 ’19Q1 ’20: $48MQ2 ’20: $56MQ2 ’20Q3 ’20: $33MQ4 ’20: $30MQ4 ’20Q1 ’21: $33MQ2 ’21: $31MQ2 ’21Q3 ’21: $29MQ4 ’21: $28MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021127.4K$28M+1.03%
Q3 2021127.7K$29M+1.18%
Q2 2021128.8K$31M+1.26%
Q1 2021128.5K$33M+1.40%
Q4 2020130.8K$30M+1.40%
Q3 2020156.7K$33M+1.74%
Q2 2020322.1K$56M+2.79%
Q1 2020357.2K$48M+2.47%
Q4 2019383.6K$69M+2.16%
Q3 2019397.2K$65M+2.01%
Q2 2019453.1K$78M+2.28%
Q1 2019485.4K$77M+2.11%
Q4 201821.8K$3M+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Miller Howard Investments Inc /Ny’s full portfolio or all institutional holders of CMI.