Position in TEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,426,883
+$3,015,793 QoQ
Shares Held
226,922
0.0% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
#68
of 483 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Derivatives in TEX
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$11,393,776
PutShares
176,922
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, 2026Curated Wealth Partners LLC holds $16,891,178 across 2 Farm & Heavy Construction Machinery names. TEX ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEX |
Terex Corp
This page
|
226,922 | $16,426,883 | |
| 2 | CAT |
Caterpillar Inc
|
436 | $464,295 |
All Filings in TEX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,426,883 | 226,922 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,411,090 | 226,922 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $12,113,096 | 226,922 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $11,641,098 | 226,922 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $10,594,988 | 226,922 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,573,113 | 226,922 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,488,334 | 226,922 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $9,360,943 | 176,922 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $9,702,402 | 176,922 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $11,393,776 | 176,922 | Put | Sole | 2024-04-12 | |
| 2023-12-31 | $10,165,938 | 176,922 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $6,881,095 | 119,422 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $7,145,018 | 119,422 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $5,777,636 | 119,422 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $6,887,959 | 161,235 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,795,128 | 161,235 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,413,001 | 161,235 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,749,640 | 161,235 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $7,086,278 | 161,235 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,787,993 | 161,235 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,678,010 | 161,235 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,060,913 | 174,971 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,104,738 | 174,971 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||