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Atlantic Investment Management’s Terex TEX Stock Holding History

Atlantic Investment Management’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-155,000
Closed -$7.24M – 15
2025
Q2 		$7.24M Hold
155,000
– – 3.69% 10
2025
Q1 		$5.86M Hold
155,000
– – 3.27% 8
2024
Q4 		$7.16M Sell
155,000
-470,038
-75% -$24.5M 3.46% 8
2024
Q3 		$33.1M Buy
625,038
+94,500
+18% +$5.22M 16.15% 3
2024
Q2 		$29.1M Buy
530,538
+56,700
+12% +$3.36M 13.11% 3
2024
Q1 		$30.5M Buy
473,838
+4,000
+0.9% +$235K 13.4% 4
2023
Q4 		$27M Buy
469,838
+90,000
+24% +$4.65M 12.33% 5
2023
Q3 		$21.9M Buy
379,838
+57,838
+18% +$3.45M 10.91% 7
2023
Q2 		$19.3M Buy
+322,000
New +$16M 9.49% 7
2015
Q3 		– Sell
-903,771
Closed -$21M – 21
2015
Q2 		$21M Sell
903,771
-66,323
-7% -$1.75M 1.46% 7
2015
Q1 		$25.8M Buy
970,094
+122,131
+14% +$3.09M 1.94% 8
2014
Q4 		$23.6M Sell
847,963
-139,770
-14% -$4M 1.5% 10
2014
Q3 		$31.4M Buy
987,733
+632,733
+178% +$23.1M 2.07% 7
2014
Q2 		$14.6M Buy
+355,000
New +$14.4M 0.95% 14
2013
Q3 		– Sell
-580,000
Closed -$15.3M – 19
2013
Q2 		$15.3M Buy
+580,000
New +$17.9M 1.42% 11

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlantic Investment Management's TEX Position: Q3 2025 in Review

Atlantic Investment Management sold out of Terex (TEX) in Q3 2025, closing a stake of 155,000 shares — an estimated $7.24M sold.

Atlantic Investment Management first reported a position in TEX in Q2 2013 and held it in 15 quarters. The position peaked at $33.1M in Q3 2024. 331 funds tracked by Wall St. Rank hold TEX as of Q3 2025.

  • Atlantic Investment Management reported no remaining Terex position as of Q3 2025 after selling out during the quarter.
  • Atlantic Investment Management sold 155,000 Terex shares in Q3 2025, an estimated $7.24M.
  • Atlantic Investment Management first reported a position in Terex in Q2 2013 and held it in 15 quarters.
  • Atlantic Investment Management's Terex position peaked at $33.1M in Q3 2024.
  • 331 funds tracked by Wall St. Rank held Terex as of Q3 2025.

Based on Atlantic Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.