Position in TEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$172,577
+$149,883 QoQ
Shares Held
2,384
+520.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#350
of 480 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $31,867,454 across 19 Farm & Heavy Construction Machinery names. TEX ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
22,368 | $23,819,683 | |
| 2 | DE |
Deere & Co
|
8,919 | $5,657,589 | |
| 3 | OSK |
Oshkosh Corp
|
11,196 | $1,718,362 | |
| 4 | PCAR |
Paccar Inc
|
3,110 | $373,573 | |
| 5 | TEX |
Terex Corp
This page
|
2,384 | $172,577 | |
| 6 | CNH |
CNH Industrial N.V.
|
3,341 | $37,519 | |
| 7 | AGCO |
Agco Corp /De
|
254 | $30,403 | |
| 8 | BLBD |
Blue Bird Corp
|
197 | $15,555 |
All Filings in TEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,577 | 2,384 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $22,694 | 384 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,088 | 189 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,260 | 200 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,338 | 200 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,044 | 160 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,235 | 70 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,703 | 70 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $449,139 | 8,190 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $322 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||