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CTOS in the 13F filings

Custom Truck One Source Inc · CUSIP 23204X103

Sector · Business and payment services
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q2 2024Q1 2022Q4 2021Q3 2021Q2 2021
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 4 Feb 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 1 listed it in both
Shares listed
3,386,455
combined, among listed positions
Reported value
$20m
combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,058,629.

Managers listing CTOS in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
First Eagle Investment Management LLC777,936$4.5munder 0.1%Added+3,5004 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP414,441$2.4munder 0.1%Added+132,72513 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP385,874$2.2munder 0.1%Added+278,41817 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC345,009$2.0munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Millennium Management LLC317,801$1.8munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC246,352$1.4munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Invesco Ltd236,927$1.4munder 0.1%Added+19,66019 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC168,982$973kunder 0.1%Added+55,63117 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP90,770$523kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC63,807$368kunder 0.1%Trimmed-363,19517 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC62,996$363kunder 0.1%Trimmed-35,12413 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP55,498$320kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP48,209$278kunder 0.1%Added+35,72410 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc36,695$212kunder 0.1%Added+4,89817 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd28,800$166kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP27,952$161kunder 0.1%Added+7,30417 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC27,817$160kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP21,413$123kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)17,624$102kunder 0.1%Added+12,30117 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP11,552$67kunder 0.1%Trimmed-24,11917 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q1 2022 to 1 in Q2 2026

Tracked managers listing it, at least.

00111Q2 2021Q3 2021Q4 2021Q1 2022Q2 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
CTOS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20211$4.8mn.a.n.a.
Q3 20211$1.8mn.a.n.a.
Q4 20211$5.4mn.a.n.a.
Q1 20221$5.5mn.a.n.a.
Q2 20241$1.3m10
Q1 20251$614k10
Q2 20251$2.8m10
Q3 20251$5.0m10
Q4 20251$4.5m154
Q1 20261$5.0m148
Q2 20261$10m1211

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

CTOS and V →CTOS and MA →CTOS and MCO →Choose a stock to compare with CTOS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own CTOS, latest filings →Back to the 13F Explorer →