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Lisanti Capital Growth’s Terex TEX Stock Holding History

Lisanti Capital Growth’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 		$3.48M Buy
+48,015
New +$3M 0.76% 61
2024
Q2 		– Sell
-11,195
Closed -$721K – 143
2024
Q1 		$721K Sell
11,195
-175
-2% -$10.3K 0.18% 112
2023
Q4 		$653K Sell
11,370
-91,705
-89% -$4.74M 0.15% 119
2023
Q3 		$5.94M Sell
103,075
-38,125
-27% -$2.27M 0.94% 41
2023
Q2 		$8.45M Buy
141,200
+52,870
+60% +$2.62M 1.17% 27
2023
Q1 		$4.27M Sell
88,330
-17,485
-17% -$894K 0.6% 77
2022
Q4 		$4.52M Buy
+105,815
New +$4.26M 0.62% 64
2022
Q2 		– Sell
-157,328
Closed -$5.61M – 140
2022
Q1 		$5.61M Buy
157,328
+105,376
+203% +$4.36M 0.63% 67
2021
Q4 		$2.28M Sell
51,952
-83,123
-62% -$3.73M 0.33% 103
2021
Q3 		$5.69M Buy
135,075
+35,750
+36% +$1.69M 0.84% 44
2021
Q2 		$4.73M Sell
99,325
-204,055
-67% -$9.91M 0.59% 73
2021
Q1 		$14M Buy
303,380
+36,655
+14% +$1.5M 1.79% 8
2020
Q4 		$9.31M Buy
+266,725
New +$7.87M 1.29% 26
2019
Q2 		– Sell
-64,500
Closed -$2.07M – 128
2019
Q1 		$2.07M Buy
+64,500
New +$2.05M 0.73% 62
2018
Q1 		– Sell
-84,744
Closed -$4.09M – 133
2017
Q4 		$4.09M Buy
84,744
+8,460
+11% +$390K 2.35% 1
2017
Q3 		$3.43M Buy
76,284
+370
+0.5% +$14.6K 2.15% 2
2017
Q2 		$2.85M Buy
75,914
+58,804
+344% +$1.99M 1.9% 6
2017
Q1 		$537K Buy
+17,110
New +$537K 0.77% 67

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

Lisanti Capital Growth's TEX Position: Q2 2026 in Review

Lisanti Capital Growth opened a new position in Terex (TEX) in Q2 2026: 48,015 shares worth $3.48M. The stake represents 0.76% of the portfolio and ranks #61 among its holdings. This is a return to the name: Lisanti Capital Growth previously reported a position in TEX as recently as Q1 2024.

Lisanti Capital Growth first reported a position in TEX in Q1 2017 and has held it in 18 quarters since. The position peaked at $14M in Q1 2021. 484 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • Lisanti Capital Growth held 48,015 shares of Terex worth $3.48M as of Q2 2026.
  • Terex was a new Lisanti Capital Growth position in Q2 2026.
  • Terex made up 0.76% of Lisanti Capital Growth's portfolio in Q2 2026, its #61 holding.
  • Lisanti Capital Growth first reported a position in Terex in Q1 2017 and has held it in 18 quarters since.
  • Lisanti Capital Growth's Terex position peaked at $14M in Q1 2021.
  • 484 funds tracked by Wall St. Rank held Terex as of Q2 2026.

Based on Lisanti Capital Growth's 13F filing for Q2 2026, filed 10 Aug 2026.