Position in TEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$58,556,342
+$24,033,846 QoQ
Shares Held
808,901
+38.5% QoQ
Ownership
0.708%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 480 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Derivatives in TEX
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$2,944,382
PutShares
51,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026UBS Group AG holds $3,624,565,699 across 25 Farm & Heavy Construction Machinery names. TEX ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
1,700,215 | $1,810,558,951 | |
| 2 | DE |
Deere & Co
|
1,841,439 | $1,168,079,997 | |
| 3 | PCAR |
Paccar Inc
|
2,062,134 | $247,703,534 | |
| 4 | AGCO |
Agco Corp /De
|
950,746 | $113,804,295 | |
| 5 | OSK |
Oshkosh Corp
|
632,702 | $97,107,101 | |
| 6 | TEX |
Terex Corp
This page
|
808,901 | $58,556,342 | |
| 7 | CNH |
CNH Industrial N.V.
|
4,478,873 | $50,297,741 | |
| 8 | FSS |
Federal Signal Corp /De/
|
218,676 | $28,097,678 |
All Filings in TEX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,556,342 | 808,901 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $34,522,496 | 584,137 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $14,689,588 | 275,189 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $49,478,593 | 964,495 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,769,085 | 359,158 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,724,105 | 522,078 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,959,255 | 280,382 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,608,826 | 143,807 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,275,629 | 150,905 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,551,929 | 117,266 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,455,181 | 147,149 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,568,962 | 131,360 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $2,944,382 | 51,100 | Put | Defined | 2023-11-09 | |
| 2023-06-30 | $3,153,817 | 52,713 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,553,543 | 52,781 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,814,232 | 42,468 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,001,501 | 67,300 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $412,985 | 15,089 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,460,348 | 40,952 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,967,678 | 67,524 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,418,818 | 152,466 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,026,446 | 168,552 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,344,589 | 72,598 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,759,536 | 50,431 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,432,774 | 74,007 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,047,759 | 55,821 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $822,813 | 57,299 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||