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Capricorn Fund Managers’s Terex TEX Stock Holding History

Capricorn Fund Managers’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
2026
Q2 		$2.95M Sell
40,684
-3,226
-7% -$202K 0.23% 105
2026
Q1 		$2.6M Sell
43,910
-86,090
-66% -$5.33M 0.4% 66
2025
Q4 		$6.94M Buy
+130,000
New +$6.57M 1.67% 19

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capricorn Fund Managers's TEX Position: Q2 2026 in Review

Capricorn Fund Managers reduced its Terex (TEX) stake by 7.3% in Q2 2026, selling an estimated $202K and leaving 40,684 shares worth $2.95M. The position accounts for 0.23% of the portfolio, ranked #105.

Capricorn Fund Managers first reported a position in TEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.94M in Q4 2025. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Capricorn Fund Managers held 40,684 shares of Terex worth $2.95M as of Q2 2026.
  • Capricorn Fund Managers sold 3,226 Terex shares in Q2 2026, an estimated $202K.
  • Terex made up 0.23% of Capricorn Fund Managers's portfolio in Q2 2026, its #105 holding.
  • Capricorn Fund Managers first reported a position in Terex in Q4 2025 and has held it in 3 quarters since.
  • Capricorn Fund Managers's Terex position peaked at $6.94M in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Capricorn Fund Managers's 13F filing for Q2 2026, filed 24 Jul 2026.