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Lodge Hill Capital’s Terex TEX Stock Holding History

Lodge Hill Capital’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
2015
Q3 		– Sell
-500,000
Closed -$11.6M – 39
2015
Q2 		$11.6M Sell
500,000
-600,000
-55% -$15.8M 2.03% 25
2015
Q1 		$29.2M Buy
1,100,000
+500,000
+83% +$12.6M 5.26% 3
2014
Q4 		$16.7M Buy
+600,000
New +$17.2M 2.6% 18

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lodge Hill Capital's TEX Position: Q4 2025 in Review

Lodge Hill Capital sold out of Terex (TEX) in Q4 2025, closing a stake of 529,450 shares — an estimated $27.2M sold.

Lodge Hill Capital first reported a position in TEX in Q4 2014 and held it in 5 quarters. The position peaked at $27.2M in Q3 2025. 355 funds tracked by Wall St. Rank hold TEX as of Q4 2025.

  • Lodge Hill Capital reported no remaining Terex position as of Q4 2025 after selling out during the quarter.
  • Lodge Hill Capital sold 529,450 Terex shares in Q4 2025, an estimated $27.2M.
  • Lodge Hill Capital first reported a position in Terex in Q4 2014 and held it in 5 quarters.
  • Lodge Hill Capital's Terex position peaked at $27.2M in Q3 2025.
  • 355 funds tracked by Wall St. Rank held Terex as of Q4 2025.

Based on Lodge Hill Capital's 13F filing for Q4 2025, filed 17 Feb 2026.