Custom Truck One SourceCTOS

13F holders, Q1 2024 (March 31)
120holders
5famous investors
$5.82avg. 13F price*

At the end of Q1 2024, 120 institutions reported holding Custom Truck One Source Inc. (CTOS) in their 13F filings. The largest holders were Platinum Equity Advisors, LLC ($864.9M), ECP ControlCo, LLC ($149.8M) and BlackRock Inc. ($22.2M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Custom Truck One Source Inc.
CUSIP
23204X103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 120Q1 2024Q2 2024: 114Q2 2024Q3 2024: 122Q3 2024Q4 2024: 125Q4 2024Q1 2025: 142Q1 2025Q2 2025: 130Q2 2025Q3 2025: 147Q3 2025Q4 2025: 157Q4 2025Q1 2026: 175Q1 2026Q2 2026: 186Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions20$5.7M
Exits14$2.5M

Ownership 120 holders

Platinum Equity Advisors, LLC 86.74% No change 148,600,000 $864.9M
ECP ControlCo, LLC 41.30% No change 25,738,988 $149.8M
BlackRock Inc. 0.00% Reduce -3.2% 3,810,574 $22.2M
Vanguard Group Inc. 0.00% Add +2.6% 3,191,740 $18.6M
Canvas Wealth Advisors, LLC 6.13% Add +2.2% 3,487,228 $18.2M
Federated Hermes, Inc. 0.04% Reduce -41.3% 2,784,476 $16.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -15.0% 1,817,365 $12.0M
Clearbridge Investments, LLC 0.01% Add +2.0% 1,917,468 $11.2M
Alyeska Investment Group, L.P. 0.07% Reduce -5.9% 1,851,300 $10.8M
Dimensional Fund Advisors LP 0.00% Add +57.8% 1,835,165 $10.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -9.2% 1,700,194 $9.9M
Gilder Gagnon Howe & Co. LLC 0.12% Reduce -22.1% 1,684,122 $9.8M
Catawba River Capital 4.47% Reduce -0.0% 1,317,591 $7.7M
Geode Capital Management, LLC 0.00% Add +0.6% 1,261,698 $7.3M
Portolan Capital Management, LLC 0.55% Add +19.4% 1,244,282 $7.2M
State Street Corp. 0.00% Add +2.7% 1,188,354 $6.9M
ArrowMark Colorado Holdings LLC 0.06% Reduce -9.0% 912,000 $5.3M
Schroder Investment Management Group 0.01% Reduce -30.7% 819,304 $4.8M
Loomis Sayles & Co. L P 0.01% Reduce -0.1% 775,090 $4.5M
Bank of America Corp. 0.00% Add +5.3% 610,779 $3.6M
Northern Trust Corp. 0.00% Reduce -3.6% 530,963 $3.1M
Nuveen Asset Management, LLC 0.00% Add +138.4% 476,962 $2.8M
Charles Schwab Investment Management Inc. 0.00% Add +3.7% 472,958 $2.8M
Heartland Advisors Inc. 0.13% New 422,047 $2.5M
Two Sigma Investments, LP 0.01% Add +96.8% 419,999 $2.4M
Two Sigma Advisers, LP 0.01% Add +57.2% 375,700 $2.2M
First Trust Advisors LP 0.00% Reduce -8.2% 358,595 $2.1M
Millennium Management 0.00% Add +75.6% 337,331 $2.0M
Janus Henderson Group PLC 0.00% Reduce -3.9% 291,185 $1.7M
Gsa Capital Partners LLP 0.13% Add +48.4% 285,810 $1.7M
Algert Global LLC 0.06% Add +137.5% 266,703 $1.6M
Bank of New York Mellon Corp 0.00% Reduce -6.5% 254,451 $1.5M
Morgan Stanley 0.00% Reduce -28.4% 243,460 $1.4M
Paloma Partners Management Co 0.25% New 205,000 $1.2M
Register Financial Advisors LLC 0.54% Add +410.8% 179,300 $1.0M
Sendero Wealth Management, LLC 0.15% No change 152,800 $889K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +33.8% 134,502 $783K
Black Diamond Financial, LLC 0.20% No change 121,635 $752K
Sei Investments Co. 0.00% Reduce -8.6% 124,103 $722K
Swiss National Bank 0.00% No change 121,300 $706K
Franklin Resources Inc. 0.00% New 108,811 $633K
Invesco Ltd. 0.00% Add +23.9% 97,981 $570K
Royal Bank of Canada 0.00% Reduce -16.1% 82,067 $477K
Rhumbline Advisers 0.00% Add +2.0% 76,723 $447K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 74,253 $432K
Alliancebernstein L.P. 0.00% Add +28.1% 73,830 $430K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -6.8% 68,000 $396K
New York Life Investment Management LLC 0.00% Add +25.4% 64,249 $374K
Balyasny Asset Management L.P. 0.00% New 63,197 $368K
Goldman Sachs Group Inc. 0.00% Reduce -7.8% 61,567 $358K
California State Teachers Retirement System 0.00% Reduce -6.3% 60,084 $350K
Legal & General Group Plc 0.00% Reduce -5.6% 58,886 $343K
Barclays PLC 0.00% Reduce -43.0% 51,512 $300K
UBS Group AG 0.00% Reduce -28.6% 51,040 $297K
LPL Financial LLC 0.00% Add +2.5% 46,481 $271K
Kennedy Capital Management LLC 0.01% No change 45,597 $265K
JPMorgan Chase & Co. 0.00% Reduce -41.0% 45,414 $264K
Bedel Financial Consulting, Inc. 0.04% No change 45,227 $263K
Renaissance Technologies 0.00% Reduce -81.5% 44,000 $256K
Credit Suisse AG/ 0.00% No change 42,167 $245K
Mariner, LLC 0.00% Add +35.5% 41,696 $243K
Wells Fargo & Company 0.00% Add +11.8% 40,104 $233K
Manufacturers Life Insurance Company, The 0.00% Add +12.1% 35,802 $208K
Visionary Wealth Advisors 0.01% No change 35,000 $204K
Campbell & CO Investment Adviser LLC 0.02% Reduce -27.4% 34,654 $202K
D. E. Shaw & Co. 0.00% Add +15.0% 34,463 $201K
Envestnet Asset Management Inc. 0.00% New 32,938 $192K
Jump Financial, LLC 0.01% Reduce -59.0% 32,500 $189K
Sherbrooke Park Advisers LLC 0.04% Add +71.7% 31,031 $181K
Deutsche Bank AG 0.00% Add +7.1% 29,297 $171K
M&T Bank Corp 0.00% Reduce -3.5% 28,444 $165K
American International Group, Inc. 0.00% Reduce -2.3% 27,564 $160K
MetLife Investment Management, LLC 0.00% Reduce -20.6% 24,966 $145K
Stoneridge Investment Partners LLC 0.05% New 24,722 $144K
Nebula Research & Development LLC 0.03% New 24,471 $142K
Aristides Capital LLC 0.06% New 22,409 $130K
Quadrature Capital Ltd 0.00% Reduce -27.1% 21,765 $127K
American Century Companies Inc. 0.00% Reduce -1.1% 20,859 $121K
Voya Investment Management LLC 0.00% Reduce -22.5% 20,316 $118K
Creative Planning 0.00% Add +1.3% 19,461 $113K
Arizona State Retirement System 0.00% Reduce -3.0% 16,687 $97K
T. Rowe Price Associates Inc. 0.00% Add +21.3% 16,395 $96K
FMR LLC 0.00% Add +1263.1% 15,976 $93K
Citadel Advisors 0.00% Reduce -87.8% 15,958 $93K
Arbor Wealth Advisors LLC 0.08% No change 15,260 $89K
Qube Research & Technologies Ltd 0.00% Add +515.2% 15,146 $88K
Point72 Asset Management 0.00% New 14,200 $83K
Mercer Global Advisors Inc. 0.00% No change 14,156 $82K
Cetera Investment Advisers 0.00% New 13,059 $76K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 13,010 $76K
MQS Management LLC 0.04% New 12,970 $75K
Brevan Howard Capital Management LP 0.01% Add +8.6% 12,793 $74K
Citigroup Inc. 0.00% Add +16.5% 10,685 $62K
Jane Street Group, LLC 0.00% Reduce -61.5% 10,581 $62K
Susquehanna International Group, LLP 0.00% Reduce -69.9% 10,460 $61K
ProShare Advisors LLC 0.00% New 10,049 $58K
Koshinski Asset Management, Inc. 0.01% New 10,000 $58K
New York State Common Retirement Fund 0.00% Reduce -0.2% 8,876 $52K
Russell Investments Group, Ltd. 0.00% New 7,300 $42K
DekaBank Deutsche Girozentrale 0.00% No change 4,959 $29K
Lazard Asset Management LLC 0.00% No change 4,959 $28K
Ameritas Investment Partners, Inc. 0.00% No change 4,543 $26K
Amalgamated Bank 0.00% Reduce -74.5% 2,091 $12K
Tower Research Capital LLC (TRC) 0.00% Reduce -88.0% 1,917 $11K
Metropolitan Life Insurance Co 0.00% Reduce -16.8% 1,755 $10K
GAMMA Investing LLC 0.00% Add +23.3% 1,096 $6K
Osaic Holdings, Inc. 0.00% Reduce -67.7% 1,075 $6K
Pathway Financial Advisers, LLC 0.00% No change 1,000 $6K
Private Trust Co. NA 0.00% No change 812 $5K
Global Retirement Partners, LLC 0.00% No change 322 $2K
Raffa Wealth Management, LLC 0.00% New 272 $2K
Fortitude Family Office, LLC 0.00% New 228 $1K
Rothschild Investment LLC 0.00% New 100 $582
Comerica Bank 0.00% No change 100 $582
Quadrant Capital Group LLC 0.00% New 85 $495
Nisa Investment Advisors, LLC 0.00% Reduce -15.4% 55 $320
Allworth Financial LP 0.00% Add +152.4% 53 $309
Avior Wealth Management, LLC 0.00% New 12 $69
Cwm, LLC 0.00% New 55 $0
Covestor Ltd 0.00% Reduce -8.3% 22 $0

"% of holder's portfolio" is CTOS's weight in each manager's 13F, not the share of Custom Truck One Source Inc. the manager owns.