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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $32.23 M.
Top institutional holders include First Eagle Investment and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $6.75 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 285.1%. Conversely, Steven Cohen reduced exposure by 37.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Custom Truck One Source, Inc. (CTOS)
Major holders include First Eagle Investment ($5.03 M), Cliff Asness ($4.28 M), HOTCHKIS & WILEY ($2.97 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.7 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $6.75 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited CTOS. The total reported sell value was $1.1 M.
Yes, 3 managers opened new positions in CTOS, and 1 increased their existing holdings. The total reported buy value was $7.85 M.
