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CTOS · Custom Truck One Source, Inc.

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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CTOS

Name: Custom Truck One Source, Inc. (CTOS) insider trading and ownership data
Creator: WaveMan
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Custom Truck One Source, Inc.

SOFTWARE & IT · SERVICES-EQUIPMENT RENTAL & LEASING, NEC · CIK 0001709682

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

109

13F, latest reported quarter

REVENUE GROWTH

+6.4%

XBRL, annual

NET MARGIN

-2.1%

CONVERSIONS · 180D

codes C/M, not in net · $0 priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

109 funds added or opened last quarter

more than 54% of Software & IT

REVENUE

+6.4% year over year

below 56% of Software & IT

MARGIN

-2.1% net margin

below 52% of Software & IT

BUYBACKS

$32.6M repurchased, FY to 2025-12-31

below 62% of Software & IT

SHORT

1.5% of shares outstanding short · 3.0 days to cover · settled 2026-07-31

below 61% of Software & IT

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

109 funds added or opened positions in the latest 13F quarter, of 187 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +45.6%

+45.6%12M

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 109 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for Custom Truck One Source, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Platinum Equity InvestCo, L.P.

—

BUY

2025-01-30

8,143,635.0

$32.6M

Gores Tom

—

BUY

2025-01-30

8,143,635.0

$32.6M

ENERGY CAPITAL PARTNERS III-D, LP

—

SELL

2024-09-05

2,354,109.0

$8.1M

NESCO Holdings GP, LLC

—

SELL

2024-09-05

2,354,109.0

$8.1M

Energy Capital Partners Management, LP

Director

SELL

2024-08-27

18,640.0

$77.7K

77 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 72 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

Platinum Equity Advisors, LLC/DE

156,743,635.0 sh

$1.9B

DIMENSIONAL FUND ADVISORS LP

6,172,555.0 sh

$72.9M

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

6,156,876.0 sh

$72.7M

Canvas Wealth Advisors, LLC

5,982,649.0 sh

$70.7M

BlackRock, Inc.

4,574,024.0 sh

$54.0M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

ClearBridge Small Cap Fund

$13.2M POSITION · AS OF 2026-04-30

1.8%

WPG Partners Select Small Cap Value Fund

$1.8M POSITION · AS OF 2026-02-28

0.9%

First Trust Small Cap Growth AlphaDEX Fund

$8.7M POSITION · AS OF 2026-04-30

0.8%

Heartland Value Fund

$6.6M POSITION · AS OF 2026-03-31

0.7%

Dunham Small Cap Value Fund

$495.2K POSITION · AS OF 2026-04-30

0.5%

Small Cap Special Values Fund

$883.8K POSITION · AS OF 2026-02-28

0.5%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Ryan McMonagle

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$2.6M

$2.1M

$1.4M

-9%

+71%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$1.4B	$1.4B	$1.3B	$1.1B
GROSS PROFIT	$411.9M	$390.3M	$454.3M	$383.7M
OPERATING INCOME	$124.9M	$126.4M	$170.9M	$103.3M
NET INCOME	$-31.1M	$-28.7M	$50.7M	$38.9M
EPS (DILUTED)	-0.14	-0.12	0.21	0.16
OPERATING CASH FLOW	$310.1M	$122.0M	$-30.9M	$46.0M
CASH	$6.3M	$3.8M	$10.3M	$14.4M
LONG-TERM DEBT	$1.6B	$1.5B	$1.5B	$1.4B
BUYBACKS	$32.6M	$29.0M	$38.8M	$10.3M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE