Terex Stock Has Surged Nearly 70% This Past Year, so Why Did One Fund Exit a $27 Million Stake?

1 day ago 8

Jonathan Ponciano, The Motley Fool

Mon, March 2, 2026 astatine 11:12 AM CST 3 min read

On February 17, 2026, Lodge Hill Capital disclosed successful a U.S. Securities and Exchange Commission filing that it sold retired its full presumption successful Terex (NYSE:TEX), liquidating 529,450 shares worthy astir $27.16 million.

According to an SEC filing dated February 17, 2026, Lodge Hill Capital afloat exited its involvement successful Terex (NYSE:TEX) during the 4th quarter. The money sold each 529,450 shares it antecedently held. The reported quarter-end worth of the presumption declined by $27.16 million.

Top holdings aft the filing:
- NYSE:RKT: $42.71 cardinal (8.07% of AUM)
- NYSE:APO: $42.40 cardinal (8.01% of AUM)
- NYSE:BCO: $39.69 cardinal (7.50% of AUM)
- NYSE:OC: $35.65 cardinal (6.74% of AUM)
- NYSE:HRB: $34.86 cardinal (6.59% of AUM)
As of Monday, shares of Terex were priced astatine $67.76, up astir 67% implicit the past twelvemonth and good outperforming the S&P 500, which is alternatively up astir 17%.

Metric

Value

Revenue (TTM)	$5.42 billion
Net income (TTM)	$221.00 million
Dividend yield	1%

Terex manufactures aerial enactment platforms, worldly processing machinery, cranes, and related instrumentality nether aggregate brands, with superior gross from instrumentality income and aftermarket parts.
The institution operates a dual-segment model: Aerial Work Platforms (AWP) and Materials Processing (MP), generating income done instrumentality sales, parts, and lawsuit financing solutions.
It serves construction, industrial, infrastructure, recycling, mining, and inferior sectors globally, targeting contractors, rental companies, and concern operators.

Terex is simply a diversified concern shaper with a planetary footprint, focusing connected aerial enactment platforms and materials processing equipment. The institution leverages a wide marque portfolio and a dual-segment operation to code the needs of construction, infrastructure, and concern clients worldwide.

Terex is successful the mediate of a structural shift. Portfolio changes and the REV merger are reshaping its net profile, and that modulation carries some accidental and execution risk.

Full-year 2025 income reached $5.4 billion, with adjusted EPS of $4.93. Meanwhile, escaped currency travel came successful astatine $325 million, representing 147% conversion, and 4th fourth bookings jumped 32% twelvemonth implicit twelvemonth to $1.9 billion, a meaningful awesome of request spot heading into 2026. Management present expects $7.5 cardinal to $8.1 cardinal successful 2026 income and up to $1 cardinal successful EBITDA.

Ultimately, aft a 67% banal rally implicit the past year, trimming vulnerability could bespeak elemental discipline. Compared with different halfway holdings tilted toward financials, housing, and alternate assets, this concern sanction adds much cyclical sensitivity. For semipermanent investors, an important question is integration. If REV synergies materialize and backlog converts cleanly, borderline enlargement could follow. But tariff exposure, leverage, and concern cycles stay variables. The setup is stronger than it was, yet not without moving parts.

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