Terex Corporation
MX ˙ BMV ˙ US8807791038
SecurityMX:TEX / Terex Corporation
InstitutionShelton Capital Management
Latest Disclosed Ownership5,903 shares
Latest Disclosed Value $ 348,867
Shelton Capital Management reports 29.06% increase in ownership of TEX / Terex Corporation

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 5,903 shares of Terex Corporation (MX:TEX) valued at $348,867 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,574 shares of Terex Corporation. This represents a change in shares of 29.06% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TEREX CORP COM 880779103 5,903 1,329 29.06 349 42.62 0.0076
2026-02-17 2025-12-31 13F TEREX CORP COM 880779103 4,574 0 0.00 244 4.27 0.0048
2025-11-14 2025-09-30 13F TEREX CORP COM 880779103 4,574 0 0.00 235 9.86 0.0050
2025-08-13 2025-06-30 13F TEREX CORP COM 880779103 4,574 4,574 214 0.0049
2025-05-15 2025-03-31 13F TEREX CORP COM 880779103 0 -4,760 -100.00 0 -100.00
2025-02-13 2024-12-31 13F TEREX CORP COM 880779103 4,760 0 0.00 220 -12.35 0.0055
2024-11-14 2024-09-30 13F TEREX CORP COM 880779103 4,760 -233 -4.67 252 -8.06 0.0065
2024-08-13 2024-06-30 13F TEREX CORP COM 880779103 4,993 -733 -12.80 274 -25.82 0.0074
2024-05-15 2024-03-31 13F TEREX CORP COM 880779103 5,726 0 0.00 369 11.85 0.0105
2024-02-14 2023-12-31 13F TEREX CORP COM 880779103 5,726 -424 -6.89 329 -7.06 0.0104
2023-11-14 2023-09-30 13F TEREX CORP COM 880779103 6,150 6,150 354 0.0130
2019-01-31 2018-12-31 13F TEREX CORP COM 880779103 0 -5,648 -100.00 0 -100.00
2018-11-14 2018-09-30 13F TEREX CORP COM 880779103 5,648 0 0.00 225 -5.46 0.0128
2018-08-10 2018-06-30 13F TEREX CORP COM 880779103 5,648 0 0.00 238 12.80 0.0148
2018-05-15 2018-03-31 13F TEREX CORP COM 880779103 5,648 -2,440 -30.17 211 -45.90 0.0138
2018-02-06 2017-12-31 13F TEREX CORP COM 880779103 8,088 0 0.00 390 7.14 0.0250
2017-11-28 2017-09-30 13F/A-1 TEREX CORP COM 880779103 8,088 0 0.00 364 20.13 0.0246
2017-08-14 2017-06-30 13F TEREX CORP COM 880779103 8,088 0 0.00 303 19.29 0.0214
2017-11-28 2017-03-31 13F/A-1 TEREX CORP COM 880779103 8,088 -3,272 -28.80 254 -29.05 0.0176
2017-11-28 2016-12-31 13F/A-2 TEREX CORP COM 880779103 11,360 0 0.00 358 23.88 0.0273
2017-02-16 2016-12-31 13F/A-1 TEREX CORP COM 880779103 11,360 0 358 0.0314
2017-02-13 2016-12-31 13F TEREX CORP COM 880779103 26,000 358
2017-12-06 2016-09-30 13F/A-2 TEREX CORP COM 880779103 11,360 0 0.00 289 25.11 0.0241
2017-12-04 2016-09-30 13F/A-1 TEREX CORP COM 880779103 11,360 0 358 0.0228
2016-11-14 2016-09-30 13F TEREX CORP COM 880779103 11,360 0 289
2016-08-01 2016-06-30 13F TEREX CORP COM 880779103 11,360 0 0.00 231 -18.37 0.0204
2016-05-13 2016-03-31 13F TEREX CORP COM 880779103 11,360 0 0.00 283 34.76 0.0256
2016-02-01 2015-12-31 13F TEREX CORP COM 880779103 11,360 0 0.00 210 2.94 0.0203
2015-11-02 2015-09-30 13F TEREX CORP COM 880779103 11,360 0 0.00 204 -22.73 0.0225
2015-08-11 2015-06-30 13F TEREX CORP COM 880779103 11,360 0 0.00 264 -12.58 0.0273
2015-05-12 2015-03-31 13F TEREX CORP COM 880779103 11,360 0 0.00 302 -4.73 0.0326
2015-02-10 2014-12-31 13F TEREX CORP COM 880779103 11,360 -1,011 -8.17 317 -19.34 0.0369
2014-10-15 2014-09-30 13F TEREX CORP COM 880779103 12,371 0 0.00 393 -22.64 0.0528
2014-07-25 2014-06-30 13F TEREX CORP COM 880779103 12,371 0 0.00 508 -7.30 0.0709
2014-04-14 2014-03-31 13F TEREX CORP COM 880779103 12,371 0 0.00 548 5.59 0.0803
2014-01-22 2013-12-31 13F TEREX CORP COM 880779103 12,371 0 0.00 519 24.76 0.0785
2013-10-16 2013-09-30 13F TEREX CORP COM 880779103 12,371 0 0.00 416 28.00 0.0696
2013-07-10 2013-06-30 13F TEREX CORP COM 880779103 12,371 12,371 325 0.0593
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.