Tealwood Asset Management Trims Cummins Stake

Institutional investor reduces holdings in engine manufacturer by 27.6% in Q4 2025

Mar. 21, 2026 at 11:50am

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Tealwood Asset Management Inc. cut its holdings in Cummins Inc. (NYSE:CMI) by 27.6% during the 4th quarter of 2025, according to a disclosure with the Securities & Exchange Commission. The institutional investor now owns 5,778 shares of the engine company's stock, down from 8,078 shares previously.

Why it matters

Cummins is a major manufacturer of diesel and natural gas engines, as well as electrified powertrains and other power technology. Institutional investors closely monitor holdings in the company as an indicator of broader market sentiment and confidence in the engine maker's future performance.

The details

Tealwood Asset Management reduced its Cummins stake by selling 2,200 shares during the fourth quarter. The firm's holdings in Cummins now make up 1.3% of its total portfolio, making the stock its 13th largest holding. Several other major institutional investors have also recently adjusted their Cummins positions, with Mirae Asset Global Investments, the New York State Teachers Retirement System, and Bailard Inc. among those increasing or decreasing their stakes.

  • Tealwood Asset Management disclosed the stake reduction in a 13F filing for the fourth quarter of 2025.

The players

Tealwood Asset Management Inc.

An institutional investment firm that manages a portfolio of stocks, bonds, and other assets on behalf of clients.

Cummins Inc.

A global power technology company that designs, manufactures, distributes, and services diesel and natural gas engines, electrified powertrains, and related components.

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The takeaway

Tealwood Asset Management's reduction in its Cummins holdings reflects broader market trends and investor sentiment around the engine manufacturer. While the firm remains a shareholder, the 27.6% cut in its stake suggests some uncertainty about Cummins' near-term prospects compared to other investment opportunities.