Position in TEX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$29,190,139
+$5,982,545 QoQ
Shares Held
493,911
+13.6% QoQ
Ownership
0.432%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.96328488330894.ToString("F0")%
Shared 0.ToString("F0")%
None 6.036715116691064.ToString("F0")%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Derivatives in TEX
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$28,014
PutShares
600
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 Mar 31, 2026WELLS FARGO & COMPANY/MN holds $2,271,189,667 across 21 Farm & Heavy Construction Machinery names. TEX ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
2,048,603 | $1,451,353,280 | |
| 2 | DE |
Deere & Co
|
1,011,816 | $569,955,950 | |
| 3 | PCAR |
Paccar Inc
|
1,303,709 | $150,578,388 | |
| 4 | TEX |
Terex Corp
This page
|
493,911 | $29,190,139 | |
| 5 | CNH |
CNH Industrial N.V.
|
1,651,972 | $18,171,692 | |
| 6 | FSS |
Federal Signal Corp /De/
|
153,916 | $16,644,475 | |
| 7 | AGCO |
Agco Corp /De
|
118,151 | $13,690,154 | |
| 8 | OSK |
Oshkosh Corp
|
80,402 | $11,835,977 |
All Filings in TEX
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,190,139 | 493,911 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $23,207,594 | 434,762 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,723,123 | 345,480 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,986,090 | 171,045 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $28,014 | 600 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $5,033,164 | 133,223 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,395,012 | 95,089 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,010,579 | 56,900 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $11,228,398 | 212,217 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $12,427,181 | 226,608 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,712,433 | 212,926 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $12,880 | 200 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $12,114,405 | 210,832 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $247,766 | 4,300 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $13,212,206 | 229,299 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $13,421,303 | 224,324 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $29,028 | 600 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $10,046,782 | 207,664 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,145,110 | 120,438 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,997,463 | 100,789 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,920,103 | 106,690 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,609,236 | 213,383 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,958,937 | 226,597 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,094,902 | 216,031 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,513,461 | 136,780 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $17,855,531 | 387,574 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,351,687 | 239,372 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $4,691,236 | 242,316 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $4,261,632 | 227,045 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,584,153 | 249,593 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||