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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $22.23 M.
Top institutional holders include First Eagle Investment and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.51 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 15.9%. Conversely, Paul Tudor Jones reduced exposure by 87.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Custom Truck One Source, Inc. (CTOS)
Major holders include First Eagle Investment ($10.18 M), Cliff Asness ($8.9 M), HOTCHKIS & WILEY ($5.19 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.39 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.51 M, with 2 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited CTOS. The total reported sell value was $5.86 M.
Yes, 0 managers opened new positions in CTOS, and 2 increased their existing holdings. The total reported buy value was $2.35 M.