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 $8.44 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 | Report Date |
|---|---|---|---|---|---|
| 0.01% | Add 38.7% | 774,436 | $4.97 M | Q3 2025 | |
| 0.19% | New Buy | 330,000 | $2.12 M | Q3 2025 | |
| 0.00% | Add 179.7% | 113,351 | $727,713 | Q3 2025 | |
| 0.00% | Reduce -6.0% | 107,456 | $689,866 | Q3 2025 | |
| 0.00% | New Buy | 10,577 | $67,904 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Custom Truck One Source, Inc. (CTOS)
Major holders include First Eagle Investment ($4.97 M), Private Capital ($2.12 M), Cliff Asness ($727,713). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.34 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4 M, with 4 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited CTOS. The total reported sell value was $44,015.42.
Yes, 2 managers opened new positions in CTOS, and 2 increased their existing holdings. The total reported buy value was $4.04 M.