Follow-The-Filings

Security

CTOS

Custom Truck One Source Inc. · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

10 owners 2 new 1 exit max 0.0% (First Eagle Investment Ma...)

grid → activity →
owners 10
max % 0.0%
tracked value $36M
qoq N 2 A 4 R 2 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
First Eagle Investment Management, LLC 2026 Q1 0.0% — 765,822 $5M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 3,466,621 $20M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 650,700 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 280,361 $2M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 257,825 $2M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce 0.00 pp 242,189 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 182,785 $1M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 64,009 $421 hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 31,656 $208 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 27,952 $161 hist
Joel Greenblatt - Gotham Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 12,572 $72 hist

10 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.33B $1.36B $1.45B
Gross profit $454.26M $390.27M $411.89M
Gross margin * 34.1% 28.7% 28.5%
Net income $50.71M -$28.66M -$31.05M
Net margin * 3.8% -2.1% -2.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.27B $1.3B $1.16B
Total non-current assets * $2.1B $2.2B $2.28B
Total assets $3.37B $3.5B $3.44B
Total current liabilities $897.39M $1B $873.33M
Total non-current liabilities $1.55B $1.64B $1.76B
Total equity $917.2M $861.31M $809.1M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$30.88M $121.98M $310.11M
Cash from investing -$176.6M -$187.48M -$282.46M
Cash from financing $202.88M $58.28M -$25.27M
Net change in cash -$4.05M -$6.5M $2.47M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders