Terex Corporation
US ˙ NYSE ˙ US8807791038

SecurityTEX / Terex Corporation
InstitutionCerity Partners LLC
Latest Disclosed Ownership28,096 shares
Latest Disclosed Value $ 1,660,528
Cerity Partners LLC reports 88.44% increase in ownership of TEX / Terex Corporation

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 28,096 shares of Terex Corporation (US:TEX) valued at $1,660,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 14,910 shares of Terex Corporation. This represents a change in shares of 88.44% during the quarter. The current value of the position is $1,760,776 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TEREX CORP COM 880779103 28,096 13,186 88.44 1,661 108.81 0.0012
2026-02-11 2025-12-31 13F TEREX CORP COM 880779103 14,910 4,791 47.35 796 53.18 0.0012
2025-10-22 2025-09-30 13F TEREX CORP COM 880779103 10,119 -647 -6.01 519 3.39 0.0008
2025-08-13 2025-06-30 13F TEREX CORP Stock 880779103 10,766 1,838 20.59 503 48.96 0.0009
2025-04-30 2025-03-31 13F TEREX CORP Stock 880779103 8,928 -2,002 -18.32 337 -37.71 0.0007
2025-02-13 2024-12-31 13F TEREX CORP COM 880779103 10,930 -13,795 -55.79 541 -58.64 0.0012
2024-11-12 2024-09-30 13F TEREX CORP Stock 880779103 24,725 18,999 331.80 1,308 316.56 0.0029
2024-08-13 2024-06-30 13F TEREX CORP COM 880779103 5,726 -1,275 -18.21 314 -30.22 0.0008
2024-05-14 2024-03-31 13F TEREX CORP Stock 880779103 7,001 1,224 21.19 451 35.95 0.0012
2024-01-26 2023-12-31 13F TEREX CORP Stock 880779103 5,777 1,536 36.22 332 35.66 0.0011
2023-11-14 2023-09-30 13F TEREX CORP COM 880779103 4,241 -1,582 -27.17 244 -29.89 0.0012
2023-08-14 2023-06-30 13F TEREX CORP Stock 880779103 5,823 5,823 348 0.0014
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.