Balyasny Asset Management
TEX icon

Balyasny Asset Management’s Terex TEX Stock Holding History

Balyasny Asset 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
2017
Q1 		– Sell
-437,500
Closed -$13.8M – 1782
2016
Q4 		$13.8M Buy
+437,500
New +$12.1M 0.07% 378
2016
Q2 		– Sell
-100,000
Closed -$2.49M – 1443
2016
Q1 		$2.49M Buy
+100,000
New +$2.09M 0.01% 661

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Balyasny Asset Management's TEX Position: Q1 2026 in Review

Balyasny Asset Management increased its Terex (TEX) stake by 306% in Q1 2026, buying an estimated $69M and bringing the position to 1,478,986 shares worth $87.4M. The position accounts for 0.11% of the portfolio, ranked #189.

Balyasny Asset Management first reported a position in TEX in Q2 2014 and has held it in 26 quarters since. 470 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Balyasny Asset Management held 1,478,986 shares of Terex worth $87.4M as of Q1 2026.
  • Balyasny Asset Management bought 1,114,601 Terex shares in Q1 2026, an estimated $69M.
  • Terex made up 0.11% of Balyasny Asset Management's portfolio in Q1 2026, its #189 holding.
  • Balyasny Asset Management first reported a position in Terex in Q2 2014 and has held it in 26 quarters since.
  • 470 funds tracked by Wall St. Rank held Terex as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.