Custom Truck One Source Inc (CTOS) — Who's Buying and Selling (13F, Q2 2026)

CTOS ranks #3184 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CTOS is a top-conviction position for Platinum Equity Advisors, LLC/DE — at 20.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Platinum Equity Advisors, LLC/DE has added to its CTOS position for two straight quarters, increasing it by $948.3M to reach $1.9B today.

Squarepoint Ops LLC has trimmed its CTOS position for two straight quarters, cutting it by $1.3M while still holding $133.9K.

CTOS is up 1.1% today, and institutions have been net buyers of $70.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CTOS posted net income of $21.4M over the trailing twelve months, and currently trades at a P/E of 95.1.

• Profitable — net income of $21.4M over the trailing twelve months
• Revenue grew 4.1% year over year
• Net income improved year over year, from -$36.0M to $21.4M
• Generated $310.1M in positive operating cash flow
• Current ratio of 1.33x — below the conventional 1.5x liquidity buffer
• Liabilities run 4.25x equity — a highly leveraged balance sheet worth noting