Joel Greenblatt's TEX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 123,306 shares of Terex Corporation (TEX) worth $7.29 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in TEX, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 2.81 M shares. Largest reduction occurred in Q2 2015, reducing 2.85 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Terex Corporation (TEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Terex Corporation (TEX) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +110,124 | Add 835.41% | 123,306 | $59.10 |
| Q4 2025 | +13,182 | New Buy | 13,182 | $53.38 |
| Q1 2025 | -11,905 | Sold Out | 0 | $0.00 |
| Q4 2024 | -2,370 | Reduce 16.60% | 11,905 | $46.22 |
| Q3 2024 | -312 | Reduce 2.14% | 14,275 | $52.91 |
| Q2 2024 | -18,223 | Reduce 55.54% | 14,587 | $54.84 |
| Q1 2024 | -21,290 | Reduce 39.35% | 32,810 | $64.40 |
| Q4 2023 | -11,352 | Reduce 17.34% | 54,100 | $57.46 |
| Q3 2023 | +21,138 | Add 47.70% | 65,452 | $57.62 |
| Q2 2023 | -7,484 | Reduce 14.45% | 44,314 | $59.83 |
| Q1 2023 | +38,145 | Add 279.39% | 51,798 | $48.38 |
| Q4 2022 | +13,653 | New Buy | 13,653 | $42.72 |
| Q1 2022 | -27,236 | Sold Out | 0 | $0.00 |
| Q4 2021 | -8,670 | Reduce 24.15% | 27,236 | $43.95 |
| Q3 2021 | -4,545 | Reduce 11.24% | 35,906 | $42.11 |
| Q2 2021 | +35,577 | Add 729.93% | 40,451 | $47.61 |
| Q1 2021 | +4,874 | New Buy | 4,874 | $46.16 |
| Q3 2020 | -41,002 | Sold Out | 0 | $0.00 |
| Q2 2020 | -25,560 | Reduce 38.40% | 41,002 | $18.78 |
| Q1 2020 | -818 | Reduce 1.21% | 66,562 | $14.36 |
| Q4 2019 | +67,380 | New Buy | 67,380 | $29.79 |
| Q4 2018 | -62,452 | Sold Out | 0 | $0.00 |
| Q3 2018 | +54,522 | Add 687.54% | 62,452 | $39.90 |
| Q2 2018 | -224,564 | Reduce 96.59% | 7,930 | $42.24 |
| Q1 2018 | +192,517 | Add 481.57% | 232,494 | $37.41 |
| Q4 2017 | -89,411 | Reduce 69.10% | 39,977 | $48.23 |
| Q3 2017 | -329,756 | Reduce 71.82% | 129,388 | $45.02 |
| Q2 2017 | +108,486 | Add 30.94% | 459,144 | $37.50 |
| Q1 2017 | -16,616 | Reduce 4.52% | 350,658 | $31.40 |
| Q4 2016 | +119,128 | Add 48.01% | 367,274 | $31.53 |
| Q3 2016 | +164,485 | Add 196.61% | 248,146 | $25.41 |
| Q2 2016 | -590,077 | Reduce 87.58% | 83,661 | $20.31 |
| Q1 2016 | +673,738 | New Buy | 673,738 | $24.88 |
| Q2 2015 | -2.85 M | Sold Out | 0 | $0.00 |
| Q1 2015 | +2.81 M | Add 7060.13% | 2.85 M | $26.59 |
| Q4 2014 | +15,167 | Add 61.51% | 39,824 | $27.87 |
| Q3 2014 | -685,964 | Reduce 96.53% | 24,657 | $31.76 |
| Q2 2014 | +272,825 | Add 62.32% | 710,621 | $41.10 |
| Q1 2014 | +437,796 | New Buy | 437,796 | $44.30 |
| Q4 2013 | -33,364 | Sold Out | 0 | $0.00 |
| Q3 2013 | -94,727 | Reduce 73.95% | 33,364 | $33.60 |
| Q2 2013 | +128,091 | Add 0.00% | 128,091 | $26.30 |
Joel Greenblatt's Terex Corporation Investment FAQs
Joel Greenblatt first purchased Terex Corporation (TEX) in Q2 2013, acquiring 128,091 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Terex Corporation (TEX) for 42 quarters since Q2 2013.
Joel Greenblatt's largest addition to Terex Corporation (TEX) was in Q1 2015, adding 2,851,449 shares worth $75.82 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 123,306 shares of Terex Corporation (TEX), valued at approximately $7.29 M.
As of the Q1 2026 filing, Terex Corporation (TEX) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Terex Corporation (TEX) was 2,851,449 shares, as reported at the end of Q1 2015.