Terex Corporation
US ˙ NYSE ˙ US8807791038

SecurityTEX / Terex Corporation
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership19,871 shares
Latest Disclosed Value $ 1,174,376
Pinnacle Associates Ltd reports 302.17% increase in ownership of TEX / Terex Corporation

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 19,871 shares of Terex Corporation (US:TEX) valued at $1,174,376 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 4,941 shares of Terex Corporation. This represents a change in shares of 302.17% during the quarter. The current value of the position is $1,245,316 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)
2026-04-21 2026-03-31 13F TEREX CORP COM 880779103 19,871 14,930 302.17 1,174 346.39 0.0151
2026-02-05 2025-12-31 13F TEREX CORP COM 880779103 4,941 51 1.04 264 5.20 0.0034
2025-11-13 2025-09-30 13F TEREX CORP COM 880779103 4,890 0 0.00 251 9.65 0.0033
2025-08-04 2025-06-30 13F TEREX CORP COM 880779103 4,890 4,890 228 0.0033
2025-05-06 2025-03-31 13F TEREX CORP COM 880779103 0 -4,920 -100.00 0 -100.00
2025-02-14 2024-12-31 13F TEREX CORP COM 880779103 4,920 0 0.00 227 -19.50 0.0031
2024-10-25 2024-09-30 13F TEREX CORP COM 880779103 4,920 0 0.00 283 4.83 0.0048
2024-07-30 2024-06-30 13F TEREX CORP COM 880779103 4,920 0 0.00 270 -14.87 0.0042
2024-04-26 2024-03-31 13F TEREX CORP COM 880779103 4,920 0 0.00 317 12.06 0.0050
2024-01-19 2023-12-31 13F TEREX CORP COM 880779103 4,920 -60 -1.20 283 -1.40 0.0048
2023-10-24 2023-09-30 13F TEREX CORP COM 880779103 4,980 0 0.00 287 -3.70 0.0053
2023-07-27 2023-06-30 13F TEREX CORP COM 880779103 4,980 -30 -0.60 298 22.73 0.0052
2023-05-05 2023-03-31 13F TEREX CORP COM 880779103 5,010 0 0.00 242 13.08 0.0050
2023-02-01 2022-12-31 13F/A-1 TEREX CORP COM 880779103 5,010 5,010 214 0.0047
2023-01-25 2022-12-31 13F TEREX CORP COM 880779103 5,010 5,010 229 0.0000
2022-05-05 2022-03-31 13F TEREX CORP COM 880779103 0 -5,040 -100.00 0 -100.00
2022-02-02 2021-12-31 13F TEREX CORP COM 880779103 5,040 0 0.00 222 4.72 0.0038
2021-10-19 2021-09-30 13F TEREX CORP COM 880779103 5,040 -1 -0.02 212 -11.67 0.0039
2021-08-02 2021-06-30 13F TEREX CORP COM 880779103 5,041 -1,655 -24.72 240 -22.08 0.0043
2021-05-12 2021-03-31 13F TEREX CORP COM 880779103 6,696 6,696 308 0.0059
2020-05-13 2020-03-31 13F TEREX CORP COM 880779103 0 -6,834 -100.00 0 -100.00
2020-02-03 2019-12-31 13F TEREX CORP COM 880779103 6,834 6,834 204 0.0045
2019-11-08 2019-09-30 13F TEREX CORP COM 880779103 0 -7,179 -100.00 0 -100.00
2019-08-05 2019-06-30 13F TEREX CORP COM 880779103 7,179 2 0.03 225 -2.60 0.0053
2019-05-10 2019-03-31 13F TEREX CORP COM 880779103 7,177 7,177 231 0.0052
2019-02-05 2018-12-31 13F TEREX CORP COM 880779103 0 -7,172 -100.00 0 -100.00
2018-11-09 2018-09-30 13F TEREX CORP COM 880779103 7,172 -998 -12.22 286 -17.10 0.0059
2018-08-08 2018-06-30 13F TEREX CORP COM 880779103 8,170 2,001 32.44 345 49.35 0.0071
2018-05-11 2018-03-31 13F TEREX CORP COM 880779103 6,169 -4,498 -42.17 231 -55.06 0.0045
2018-02-12 2017-12-31 13F TEREX CORP COM 880779103 10,667 -999 -8.56 514 -2.10 0.0099
2017-11-13 2017-09-30 13F TEREX CORP COM 880779103 11,666 -898 -7.15 525 11.46 0.0097
2017-08-09 2017-06-30 13F TEREX CORP COM 880779103 12,564 12,564 471 0.0091
2015-02-12 2014-12-31 13F Terex COM 880779103 0 -86,090 -100.00 0 -100.00
2014-11-12 2014-09-30 13F Terex COM 880779103 86,090 16,465 23.65 2,735 -4.44 0.0557
2014-08-14 2014-06-30 13F Terex COM 880779103 69,625 3,260 4.91 2,862 -2.65 0.0559
2014-05-14 2014-03-31 13F Terex COM 880779103 66,365 75 0.11 2,940 5.60 0.0573
2014-02-12 2013-12-31 13F Terex COM 880779103 66,290 55,890 537.40 2,784 697.71 0.0544
2013-11-14 2013-09-30 13F Terex COM 880779103 10,400 100 0.97 349 28.78 0.0072
2013-08-13 2013-06-30 13F Terex COM 880779103 10,300 10,300 271 0.0061
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.