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

CTOS ranks #3183 out of 37696 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.

GAMMA Investing LLC has added to its CTOS position for two straight quarters, increasing it by $15.9K to reach $28.6K today.

Sapient Capital LLC has trimmed its CTOS position for two straight quarters, cutting it by $548.4K while still holding $291.0K.

CTOS is down 1.3% today, but institutions show net buying of $70.1M this quarter — a divergence between today's price move and the underlying institutional flow.

CTOS posted net income of $21.4M over the trailing twelve months, and currently trades at a P/E of 96.2.

• 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 x equity — a highly leveraged balance sheet worth noting