Terex Corporation
MX ˙ BMV ˙ US8807791038
SecurityMX:TEX / Terex Corporation
InstitutionToroso Investments, LLC
Latest Disclosed Ownership211,147 shares
Latest Disclosed Value $ 12,478,788
Toroso Investments, LLC reports 3,553.69% increase in ownership of TEX / Terex Corporation

On May 15, 2026 - Toroso Investments, LLC filed a 13F-HR form disclosing ownership of 211,147 shares of Terex Corporation (MX:TEX) valued at $12,478,788 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,779 shares of Terex Corporation. This represents a change in shares of 3,553.69% 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 211,147 205,368 3,553.69 12,479 3,951.30 0.0197
2026-02-13 2025-12-31 13F TEREX CORP COM 880779103 5,779 5,779 308 0.0007
2025-05-14 2025-03-31 13F TEREX CORP COM 880779103 0 -5,845 -100.00 0 -100.00
2025-02-14 2024-12-31 13F TEREX CORP COM 880779103 5,845 -1,123 -16.12 270 -26.63 0.0021
2024-11-25 2024-09-30 13F/A-1 TEREX CORP COM 880779103 6,968 -2,304 -24.85 369 -27.56 0.0039
2024-11-14 2024-09-30 13F TEREX CORP COM 880779103 6,968 -2,304 369 0.0025
2024-08-14 2024-06-30 13F TEREX CORP COM 880779103 9,272 -90 -0.96 508 -15.61 0.0068
2024-05-16 2024-03-31 13F TEREX CORP COM 880779103 9,362 145 1.57 603 13.80 0.0099
2024-02-15 2023-12-31 13F TEREX CORP COM 880779103 9,217 1,916 26.24 530 25.95 0.0123
2023-11-15 2023-09-30 13F TEREX CORP COM 880779103 7,301 -37,526 -83.71 421 20,900.00 0.0128
2023-08-14 2023-06-30 13F TEREX CORP COM 880779103 44,827 44,827 3 0.0788
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.