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Custom Truck One Source, Inc.

CTOS Industrials
$6.23 +$0.05 (0.81%)
Market Cap: $1.41 B
Gurus Holding
5
Popularity Rank
#1694
% of Shares Held
0.59%
Net Activity (Q3 2025)
+$4 M

Guru Ownership Trend

Guru Analysis for Custom Truck One Source, Inc. (CTOS)

Custom Truck One Source, Inc. (CTOS), a key player in the Industrials sector, continues to attract institutional attention.

As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $8.32 M.

Top institutional holders include First Eagle Investment and Private Capital.

Institutional sentiment is currently Bullish. This is evidenced by a $4 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 179.7%. Conversely, Steven Cohen reduced exposure by 6.0%.

Portfolio Manager % Portfolio Activity Shares Value Period
First Eagle Investment First Eagle Investment
0.01% Add 38.7% 774,436 $4.97 M Q3 2025
Private Capital Private Capital
0.19% New Buy 330,000 $2.12 M Q3 2025
Cliff Asness Cliff Asness
0.00% Add 179.7% 113,351 $727,713 Q3 2025
Steven Cohen Steven Cohen
0.00% Reduce -6.0% 107,456 $689,866 Q3 2025
Joel Greenblatt Joel Greenblatt
0.00% New Buy 10,577 $67,904 Q3 2025

Key Holders

Top 5 by Value

First Eagle Investment First Eagle Investment
$4.97 M
Private Capital Private Capital
$2.12 M
Cliff Asness Cliff Asness
$727,713
Steven Cohen Steven Cohen
$689,866
Joel Greenblatt Joel Greenblatt
$67,904

Top 5 by Conviction

Private Capital Private Capital
0.19%
First Eagle Investment First Eagle Investment
0.01%
Cliff Asness Cliff Asness
0.00%
Joel Greenblatt Joel Greenblatt
0.00%
Steven Cohen Steven Cohen
0.00%

Recent Activity Breakdown (Q3 2025)

+$4.04 M
Total Buy Value
New Buys 2
Additions 2
-$44,015.42
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for Custom Truck One Source, Inc. (CTOS)

Top Guru holders include First Eagle Investment ($4.97 M), Private Capital ($2.12 M), Cliff Asness ($727,713). Collectively, tracked Gurus hold 1.34 M shares.

Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $4 M, with 4 Gurus buying and 1 Gurus selling.

In the recent quarter, 1 Gurus reduced their positions, and 0 Gurus sold out of CTOS completely. Total sell value was $44,015.42.

Yes, 2 Gurus opened new positions in CTOS, and 2 added to their existing holdings. Total buy value was $4.04 M.