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Custom Truck One Source, Inc.

CTOS Industrials
$10.53 +$0.27 (2.63%)
Market Cap: $2.4 B
Gurus Holding
6
Popularity Rank
#1333
% of Shares Held
1.06%
Net Activity (Q2 2026)
-$3.36 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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $25.28 M.

Top institutional holders include First Eagle Investment and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.36 M net outflow during the quarter.

Recent activity highlights HOTCHKIS & WILEY who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 87.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$2.35 M
Total Buy Value
New Buys 0
Additions 2
-$5.71 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
2

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

Major holders include First Eagle Investment ($10.18 M), Cliff Asness ($8.9 M), HOTCHKIS & WILEY ($2.97 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.4 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.36 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited CTOS. The total reported sell value was $5.71 M.

Yes, 0 managers opened new positions in CTOS, and 2 increased their existing holdings. The total reported buy value was $2.35 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 12.5% 861,753 $10.18 M Q2 2026
0.00% Add 15.9% 753,989 $8.9 M Q2 2026
0.01% New Buy 452,640 $2.97 M Q1 2026
0.00% Reduce -26.1% 179,100 $2.12 M Q2 2026
0.13% Reduce -62.0% 124,555 $1.47 M Q2 2026
0.00% Reduce -87.4% 28,729 $339,289 Q2 2026
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