Custom Truck One Source

CTOS • NYSE

Custom Truck One Source is a rental & leasing services company in the industrials sector on NYSE, led by Ryan McMonagle, with a market cap of $1.4B. As of Q3 2025, 95% of shares are held by 143 institutional investors, with Platinum Equity Advisors, LLC/DE as the largest holder at 69.18%.

Chief Executive OfficerRyan McMonagle

Market Cap$1.4B

Rental & Leasing Services

Industrials

Employees2.6K

Websitecustomtruck.com

Country

United States of America

Overview

Overview of institutional ownership in CTOS as of Q3 2025 with a market cap of $1.5B

All Institutions

Institutions: 143
Value Held: $1.4B
Shares Held: 215.2M
Avg Position: $9.7M
Median Position: $278.2K

Hedge Funds

Hedge Funds: 21
Value Held: $42.6M
Shares Held: 6.6M
Avg Position: $2.0M
Median Position: $689.9K

Ownership Breakdown

Institutional (non-HF)

92.11%

$1.3B

Hedge Funds

2.93%

$42.6M

Retail & Other

4.95%

$72.1M

Based on market cap of $1.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CTOS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Platinum Equity Advisors, LLC/DE Private Equity	Tewfic Tom Gores CEO	$1.0B 13.07% of portfolio	69.18% 156.7M shares	Q2 2021 Held for 4y 5m	$7.7B
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$35.2M 0.04% of portfolio	2.42% 5.5M shares	Q4 2024 Held for 11 months	$97.8B
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	-	$34.1M 0.06% of portfolio	2.34% 5.3M shares	Q2 2024 Held for 1y 5m	$61.8B
Canvas Wealth Advisors, LLC RIA/Wealth	Scott Robert Wesley Founder	$30.9M 5.64% of portfolio	2.10% 4.7M shares	Q1 2022 Held for 3y 8m	$548.4M
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$28.6M 0.05% of portfolio	1.94% 4.4M shares	Q4 2021 Held for 3y 11m	$61.5B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$28.2M 0.01% of portfolio	1.94% 4.4M shares	Q2 2023 Held for 2y 5m	$466.32B
B BlackRock, Inc. Institution	-	$27.2M 0.00% of portfolio	1.87% 4.2M shares	Q3 2019 Held for 6y 2m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$21.0M 0.00% of portfolio	1.45% 3.3M shares	Q3 2019 Held for 6y 2m	$6.69T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$14.9M 0.01% of portfolio	1.02% 2.3M shares	Q3 2024 Held for 1y 2m	$161.58B
ACK Asset Management LLC Hedge Fund•Long/Short	John Henry Reilly Managing Partner	$12.4M 1.47% of portfolio	0.85% 1.9M shares	Q2 2025 Held for 5 months	$839.5M

Net Capital Flow

Institutional buying and selling activity for CTOS in Q3 2025

Traded: −$5.3M
Buyers: 85
Sellers: 39
Total Bought: +$44.8M
Total Sold: −$50.1M
Avg Position: $8.8M

Biggest Buyers

Institution	Net Bought	Current Position
Portolan Capital Management, LLC Hedge Fund•Long/Short	+$4.2M +649.1K shares	$4.2M 649.1K shares
BANK OF AMERICA CORP /DE/ Institution	+$2.8M +441.3K shares	$11.5M 1.8M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$2.6M +406.6K shares	$2.7M 427.0K shares
Intrinsic Edge Capital Management LLC Hedge Fund•Multi-Strategy	+$2.6M +399.6K shares	$2.6M 399.6K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$2.2M +337.3K shares	$28.2M 4.4M shares
Private Capital Management, LLC RIA/Wealth	+$2.1M +330.0K shares	$2.1M 330.0K shares
MORGAN STANLEY RIA/Wealth	+$2.0M +318.9K shares	$4.6M 722.3K shares
CITIGROUP INC Institution	+$2.0M +304.4K shares	$2.6M 399.3K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$1.8M +281.7K shares	$1.8M 281.7K shares
EFG Asset Management Corp. Long Only Manager	+$1.8M +274.7K shares	$1.8M 274.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$35.2M −5.5M shares	$14.9M 2.3M shares
H HEARTLAND ADVISORS INC Long Only Manager	−$2.7M −423.4K shares	$4.5M 700.0K shares
UBS Group AG Institution	−$2.7M −421.5K shares	$916.3K 142.7K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	−$2.6M −398.8K shares	$863.3K 134.5K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$1.9M −297.3K shares	$11.2M 1.8M shares
T TD ASSET MANAGEMENT INC Institution	−$733.3K −148.4K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$640.2K −99.7K shares	$229.0K 35.7K shares
FIRST TRUST ADVISORS LP ETF Provider	−$627.1K −97.7K shares	$2.4M 379.9K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$372.6K −58.0K shares	$1.3M 201.3K shares
J Jump Financial, LLC Institution	−$355.9K −55.4K shares	$303.2K 47.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CTOS in Q3 2025

New Positions: 14
New Value: $9.1M
Exited Positions: 13
Exited Value: $1.8M

New Positions

Institution	Position Value
Private Capital Management, LLC RIA/Wealth	$2.1M 330.0K shares
EFG Asset Management Corp. Long Only Manager	$1.8M 274.7K shares
Voleon Capital Management LP Hedge Fund•Quant	$1.7M 267.5K shares
S SANDLER CAPITAL MANAGEMENT Hedge Fund•Long/Short	$1.4M 221.3K shares
SAPIENT CAPITAL LLC RIA/Wealth	$810.0K 127.8K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$532.8K 83.0K shares
ARISTEIA CAPITAL LLC Hedge Fund•Multi-Strategy	$495.9K 77.2K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$96.3K 15.0K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	$67.9K 10.6K shares
O OMERS ADMINISTRATION Corp Institution	$64.2K 10.0K shares

Exited Positions

Institution	Previous Position
T TD ASSET MANAGEMENT INC Institution	$733.3K 148.4K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$201.1K 40.7K shares
E EntryPoint Capital, LLC Hedge Fund•Long/Short	$174.7K 35.4K shares
Black Diamond Financial, LLC RIA/Wealth	$128.9K 26.1K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$118.9K 24.1K shares
P Platform Technology Partners RIA/Wealth	$98.8K 20.0K shares
S SHERBROOKE PARK ADVISERS LLC Hedge Fund•Quant	$95.9K 19.4K shares
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	$89.9K 18.2K shares
J JANE STREET GROUP, LLC Institution	$58.4K 11.8K shares
T Teza Capital Management LLC Hedge Fund•Quant	$50.5K 10.2K shares

Options Activity

Institutions with the largest Call and Put options positions in CTOS as of Q3 2025

Call Positions: 1
Call Value: $160.5K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$160.5K 250.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CTOS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Platinum Equity Advisors, LLC/DE Private Equity	Tewfic Tom Gores CEO	13.07% $1.0B	69.18% 156.7M shares	Q2 2021 Held for 4y 5m	$7.7B
Canvas Wealth Advisors, LLC RIA/Wealth	Scott Robert Wesley Founder	5.64% $30.9M	2.10% 4.7M shares	Q1 2022 Held for 3y 8m	$548.4M
ACK Asset Management LLC Hedge Fund•Long/Short	John Henry Reilly Managing Partner	1.47% $12.4M	0.85% 1.9M shares	Q2 2025 Held for 5 months	$839.5M
S SANDLER CAPITAL MANAGEMENT Hedge Fund•Long/Short	Thomas C Molnar Managing Partner	0.52% $1.4M	0.10% 221.3K shares	Q3 2025 Held for 2 months	$272.1M
Register Financial Advisors LLC RIA/Wealth	George Robert Register CEO	0.42% $1.1M	0.07% 167.4K shares	Q2 2023 Held for 2y 5m	$254.0M
Intrinsic Edge Capital Management LLC Hedge Fund•Multi-Strategy	Mark David Coe Managing Partner	0.39% $2.6M	0.18% 399.6K shares	Q3 2025 Held for 2 months	$658.6M
Sendero Wealth Management, LLC RIA/Wealth	Elizabeth Flavin Crawford CEO	0.29% $2.5M	0.17% 390.8K shares	Q2 2023 Held for 2y 5m	$853.3M
H HEARTLAND ADVISORS INC Long Only Manager	William Richard Nasgovitz CEO	0.24% $4.5M	0.31% 700.0K shares	Q1 2024 Held for 1y 8m	$1.9B
EFG Asset Management Corp. Long Only Manager	Michael David Clulow CEO	0.23% $1.8M	0.12% 274.7K shares	Q3 2025 Held for 2 months	$772.0M
Portolan Capital Management, LLC Hedge Fund•Long/Short	George Frederic Mccabe CIO	0.23% $4.2M	0.29% 649.1K shares	Q4 2020 Held for 4y 11m	$1.8B

Hedge Fund Spotlight

Discover hedge funds investing in CTOS

Portolan Capital Management, LLC

Hedge Fund • Long/Short

Portfolio ManagerGeorge Frederic Mccabe

Portfolio Value: $1.8B
Positions: 119
Last Reported: Q3 2025

Sector Allocation

Position in Custom Truck One Source

Market Value: $4.2M
Shares Held: 649.1K
Portfolio Weight: 0.23%
Owned Since: 2020-Q4

Top Holding	Sector	Market Value	Weight
1 Modine Manufacturing MOD	Auto - Parts Consumer Cyclical	$85.6M	4.63%
2 TTM Technologies TTMI	Hardware, Equipment & Parts Technology	$68.5M	3.71%
3 e.l.f. Beauty ELF	Household & Personal Products Consumer Defensive	$64.6M	3.49%