Shareholder Spotlight : Nykredit – 483 Exclusions, 66,452 Cummins Shares And A Very Convenient Green Line
The Nykredit Cummins stake is a neat little diagram of modern sustainable finance. Denmark’s largest lender has a fossil-fuels policy,
Cummins Inc
Shareholder Spotlight : Wellington Management – Fire Jack Bogle, Buy 350,910 Cummins Shares
Wellington Management has increased its reported Cummins holding by 243.5%, adding 350,910 shares during the second quarter of 2026. That
Cummins Confidential : Retreat or Suffer Defeat – I’m Back, 3 Peat!
TCAP took a few days off. Nothing dramatic. No injunction, no emergency board meeting in Columbus, no mysterious black van
Cummins Confidential : New VP James Hopkins Gets The Numbers, The Capital And The Investor Story
Cummins has created another vice-presidential chair, and this one comes with rather more than a shiny title and a new
Cummins Confidential : X15 And X10 2027 – Anything But The Fucking Present
On 19 August, TCAP published Old News, New Low-Down after watching Cummins spend August rummaging through its archive, updating old
Cummins Confidential : Ethics Special – Don’t Speak Up
Before dismissing Lee Thompson, Cummins classified his complaint as “Retaliation”, called it “serious”, received 28 attachments and passed the investigation
Cummins Confidential Special : Old News, New Low-Down
Cummins’ natural gas pivot is sitting in plain sight. Hydrogen fell into a $458 million impairment note, then the newsroom