CTOS
Custom Truck One Source, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $4.31 | $9.70 | +125% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $4.31 | $9.70 | +125% |
| Renaissance Technologies re-entered | Q4 2024(8Q snapshot) | 6Q | $5.00 | $9.70 | +94% |
| Citadel Advisors | Q4 2024(8Q snapshot) | 6Q | $5.10 | $9.70 | +90% |
| Millennium Management re-entered | Q4 2024(8Q snapshot) | 6Q | $5.10 | $9.70 | +90% |
| AQR Capital Management | Q2 2025(8Q snapshot) | 4Q | $4.60 | $9.70 | +111% |
| Point72 Asset Management | Q2 2025(8Q snapshot) | 4Q | $4.60 | $9.70 | +111% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Custom Truck One Source, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Apr 3, 2026 — the most recent Form 4 on file — not from today.
- Form 40001213900-26-040063Apr 3, 2026
- Form 40001213900-26-040062Apr 3, 2026
- Form 40001213900-26-040061Apr 3, 2026
- Form 40001213900-26-040060Apr 3, 2026
- Form 40001213900-26-040059Apr 3, 2026
- Form 40001213900-26-040058Apr 3, 2026
- Form 40001213900-26-039387Apr 2, 2026
- Form 40001213900-26-039384Apr 2, 2026
- Form 40001213900-26-039386Apr 2, 2026
- Form 40001213900-26-039385Apr 2, 2026
- Form 40001213900-26-039383Apr 2, 2026
- Form 40001213900-26-034750Mar 26, 2026
- Form 40001213900-26-034749Mar 26, 2026
- Form 40001213900-26-034748Mar 26, 2026
- Form 40001213900-26-034747Mar 26, 2026
Fundamentals
XBRL · Custom Truck One Source, Inc.Annual figures sourced directly from Custom Truck One Source, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Custom Truck One Source, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- DEF 14AProxy statementApr 29, 2026
- 10-QQuarterly reportApr 27, 2026
- 8-KMaterial eventApr 27, 2026
- 8-KMaterial eventMar 25, 2026
- 10-KFORM 10-KMar 10, 2026
- 8-KMaterial eventMar 10, 2026
- 8-KFORM 8-KDec 23, 2025
- 10-QQuarterly reportOct 27, 2025
- 8-KMaterial eventOct 27, 2025
- 10-QQuarterly reportJul 30, 2025
- 8-KFORM 8-KJul 30, 2025
- 8-KMaterial eventJun 12, 2025
- 10-QQuarterly reportApr 30, 2025
- 8-KMaterial eventApr 30, 2025
- DEF 14AProxy statementApr 28, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q2 2026 | open | $9.84 | $9.70 | -1% |
| Renaissance Technologies | Q2 2026 | open | $10 | $9.70 | -4% |
| Millennium Management | Q1 2026 | open | $7.17 | $9.70 | +35% |
| AQR Capital Management | Q2 2025 | open | $4.60 | $9.70 | +111% |
| Point72 Asset Management | Q2 2025 | open | $4.60 | $9.70 | +111% |
| Renaissance Technologies | Q2 2025 | Q3 2025 | $4.68 | $6.04 | +29% |
| Two Sigma Investments | Q1 2025 | open | $5.02 | $9.70 | +93% |
| Citadel Advisors | Q4 2024 | open | $5.10 | $9.70 | +90% |
| Millennium Management | Q4 2024 | Q3 2025 | $5.10 | $5.97 | +17% |
| Renaissance Technologies | Q4 2024 | Q1 2025 | $5.00 | $5.16 | +3% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $4.31 | $5.10 | +18% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $4.31 | $5.02 | +16% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.