CTOSNYSEServices-Equipment Rental & Leasing, NECFiscal year ends December 31
Custom Truck One Source, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$9.11+0.03 (+0.33%)
Close on Oct 19, 2026
- Market cap
- $2.09B
- P/E (TTM)
- 101.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
98.2%
223M of 228M shares
Institutional holders
186
35 new, 20 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| ECP Starlight Public GP, LLC | 16,287,270 | 7.00% | 13D (active) amendment | Dec 19, 2024 |
| Platinum Equity Capital Partners V, L.P. | 156,743,635 | 69.60% | 13D (active) amendment | Jan 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CTOS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC/DE | 156,743,635 | 68.90% | $1.85B | – | 20.66% |
| Dimensional Fund Advisors LP | 6,172,555 | 2.71% | $72.90M | +569,717 | 0.01% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,156,876 | 2.71% | $72.71M | +481,958 | 0.09% |
| Canvas Wealth Advisors, LLC | 5,982,649 | 2.63% | $70.66M | −1,036,877 | 9.86% |
| BlackRock, Inc. | 4,574,024 | 2.01% | $54.02M | +321,052 | 0.00% |
| Allspring Global Investments Holdings, LLC | 2,692,878 | 1.18% | $29.73M | −1,221,255 | 0.05% |
| Vanguard Capital Management LLC | 2,578,410 | 1.13% | $30.45M | +52,666 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 2,202,031 | 0.97% | $26.01M | +1,145,481 | 0.01% |
| Goldman Sachs Group Inc | 1,877,617 | 0.83% | $22.17M | +1,361,882 | 0.00% |
| Geode Capital Management, LLC | 1,727,646 | 0.76% | $20.41M | +257,010 | 0.00% |
| First Eagle Investment Management, LLC | 1,723,506 | 0.76% | $20.35M | +957,684 | 0.02% |
| Alyeska Investment Group, L.P. | 1,642,331 | 0.72% | $19.40M | −1,183,489 | 0.05% |
| Boston Partners | 1,625,092 | 0.71% | $19.19M | −391,314 | 0.02% |
| JPMorgan Chase & Co | 1,587,319 | 0.70% | $18.97M | +817,100 | 0.00% |
| State Street Corp | 1,518,554 | 0.67% | $17.93M | +32,503 | 0.00% |
| First Trust Advisors LP | 1,510,931 | 0.66% | $17.84M | +209,580 | 0.01% |
| Morgan Stanley | 1,258,227 | 0.55% | $14.86M | +360,702 | 0.00% |
| Bank Of America Corp /De/ | 1,193,457 | 0.52% | $14.09M | −2,379 | 0.00% |
| Algert Global LLC | 1,174,190 | 0.52% | $13.87M | +978,430 | 0.16% |
| Clearbridge Investments, LLC | 1,006,418 | 0.44% | $11.89M | −397,547 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 186 | 223M | 98.2% | 35 / 77 | 57 / 20 | 12M | 8M |
| Q1 2026 | 175 | 219M | 96.2% | 44 / 58 | 47 / 24 | 12M | 6M |
| Q4 2025 | 157 | 217M | 95.3% | 27 / 59 | 43 / 13 | 9M | 7M |
| Q3 2025 | 147 | 215M | 94.6% | 31 / 54 | 27 / 14 | 7M | 8M |
| Q2 2025 | 130 | 217M | 95.2% | 19 / 61 | 28 / 30 | 9M | 6M |
| Q1 2025 | 142 | 214M | 93.9% | 32 / 46 | 37 / 13 | 13M | 22M |
| Q4 2024 | 125 | 222M | 97.6% | 17 / 39 | 44 / 13 | 14M | 12M |
| Q3 2024 | 122 | 220M | 96.8% | 22 / 35 | 43 / 13 | 12M | 7M |
| Q2 2024 | 114 | 220M | 96.5% | 23 / 45 | 29 / 28 | 12M | 7M |
| Q1 2024 | 120 | 215M | 94.5% | 20 / 37 | 43 / 14 | 3M | 5M |
| Q4 2023 | 115 | 217M | 95.3% | 16 / 44 | 37 / 8 | 3M | 6M |
| Q3 2023 | 110 | 223M | 97.8% | 12 / 43 | 37 / 9 | 3M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CTOS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Global X U.S. Infrastructure Development ETF | 5,631,800 | 2.48% | $53.95M | 0.40% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,820,142 | 0.80% | $21.50M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,602,511 | 0.70% | $18.93M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,026,196 | 0.45% | $10.42M | 0.05% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 873,125 | 0.38% | $10.31M | 0.43% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 861,292 | 0.38% | $8.74M | 0.05% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 816,535 | 0.36% | $8.29M | 0.06% | Jul 31, 2026 |
| ClearBridge Small Cap Fund | 803,795 | 0.35% | $8.16M | 1.16% | Jul 31, 2026 |
| First Eagle Small Cap Opportunity Fund | 757,230 | 0.33% | $7.69M | 0.26% | Jul 31, 2026 |
| First Trust Small Cap Growth AlphaDEX Fund | 743,056 | 0.33% | $7.54M | 0.58% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 720,834 | 0.32% | $7.32M | 0.09% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 700,287 | 0.31% | $8.27M | 0.01% | Jun 30, 2026 |
| Heartland Value Fund | 700,000 | 0.31% | $8.27M | 0.71% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 668,107 | 0.29% | $6.78M | 0.02% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 582,307 | 0.26% | $5.91M | 0.04% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ryan McMonagle | Chief Executive Officer, Director | 750,890 | 0.33% | Apr 3, 2026 |
| Thomas R. Rich | President - Rentals | 363,635 | 0.16% | Apr 3, 2026 |
| Christopher J. Eperjesy | Chief Financial Officer | 324,473 | 0.14% | Apr 3, 2026 |
| Joe P. Ross | President - Sales | 659,942 | 0.29% | Apr 3, 2026 |
| Paul M. Jolas | EVP, General Counsel & Sec. | 81,160 | 0.04% | Apr 3, 2026 |
| Raymond Todd Barrett | Chief Accounting Officer | 56,237 | 0.02% | Apr 30, 2025 |
| Fredrick M. Ross Jr. | Director | 2,579,629 | 1.13% | Apr 3, 2026 |
| Marshall A. Heinberg | Director | 520,548 | 0.23% | Apr 2, 2026 |
| Mary M. Jackson | Director | 82,032 | 0.04% | Apr 2, 2026 |
| Mark Ein | Director | 5,166,178 | 2.27% | Apr 2, 2026 |
| Georgia R. Nelson | Director | 132,663 | 0.06% | Apr 2, 2026 |
| Paul T. Bader | Director | 120,663 | 0.05% | Apr 2, 2026 |
| Platinum Equity Investment Holdings, LLC | 10% owner | – | – | Feb 3, 2025 |
| Platinum InvestCo (Cayman), LLC | 10% owner | – | – | Feb 3, 2025 |
| Platinum Equity Investment Holdings V, LLC | 10% owner | 34,298,418 | 15.08% | Feb 3, 2025 |
| Tom Gores | 10% owner | 156,743,635 | 68.90% | Feb 3, 2025 |
| Platinum Equity Partners V, L.P. | 10% owner | – | – | Feb 3, 2025 |
| Platinum Equity, Llc | 10% owner | 148,600,000 | 65.32% | Feb 3, 2025 |
| Platinum Equity Investment Holdings IC (Cayman), LLC | 10% owner | – | – | Feb 3, 2025 |
| Platinum Equity InvestCo, L.P. | 10% owner | 156,743,635 | 68.90% | Feb 3, 2025 |
| PE One Source Holdings, LLC | 10% owner | – | – | Feb 3, 2025 |
| Platinum Equity Investment Holdings V Manager, LLC | 10% owner | – | – | Feb 3, 2025 |
| Platinum Equity Partners V, LLC | 10% owner | – | – | Feb 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul M. Jolas EVP, General Counsel & Sec. | Apr 1, 2026 | Tax withholding | −19,923 | $6.62 | $131.89K | 81,160 |
| Paul M. Jolas EVP, General Counsel & Sec. | Apr 1, 2026 | Option exercise | +50,625 | – | – | 101,083 |
| Thomas R. Rich President - Rentals | Apr 1, 2026 | Tax withholding | −22,538 | $6.62 | $149.20K | 363,635 |
| Thomas R. Rich President - Rentals | Apr 1, 2026 | Option exercise | +75,000 | – | – | 386,173 |
| Ryan McMonagle Chief Executive Officer, Director | Apr 1, 2026 | Option exercise | +121,875 | – | – | 750,890 |
| Ryan McMonagle Chief Executive Officer, Director | Apr 1, 2026 | Tax withholding | −54,906 | $6.62 | $363.48K | 695,984 |
| Joe P. Ross President - Sales | Apr 1, 2026 | Tax withholding | −33,788 | $6.62 | $223.68K | 377,493 |
| Joe P. Ross President - Sales | Apr 1, 2026 | Option exercise | +75,000 | – | – | 411,281 |
| Fredrick M. Ross Jr. Director | Apr 1, 2026 | Option exercise | +131,250 | – | – | 579,629 |
| Fredrick M. Ross Jr. Director | Apr 1, 2026 | Tax withholding | −39,441 | $6.62 | $261.10K | 540,188 |
| Christopher J. Eperjesy Chief Financial Officer | Apr 1, 2026 | Option exercise | +90,000 | – | – | 324,473 |
| Christopher J. Eperjesy Chief Financial Officer | Apr 1, 2026 | Tax withholding | −40,547 | $6.62 | $268.42K | 283,926 |
| Paul T. Bader Director | Mar 31, 2026 | Option exercise | +26,859 | – | – | 120,663 |
| Mark Ein Director | Mar 31, 2026 | Option exercise | +26,859 | – | – | 5,166,178 |
| Marshall A. Heinberg Director | Mar 31, 2026 | Option exercise | +48,346 | – | – | 400,548 |
| Georgia R. Nelson Director | Mar 31, 2026 | Option exercise | +26,859 | – | – | 132,663 |
| Mary M. Jackson Director | Mar 31, 2026 | Option exercise | +26,859 | – | – | 82,032 |
| Fredrick M. Ross Jr. Director | Feb 23, 2026 | Award | +43,392 | – | – | 448,379 |
| Ryan McMonagle Chief Executive Officer, Director | Feb 23, 2026 | Award | +40,292 | – | – | 629,015 |
| Christopher J. Eperjesy Chief Financial Officer | Feb 23, 2026 | Award | +27,895 | – | – | 234,473 |
| Thomas R. Rich President - Rentals | Feb 23, 2026 | Award | +24,796 | – | – | 311,173 |
| Paul M. Jolas EVP, General Counsel & Sec. | Feb 23, 2026 | Award | +16,739 | – | – | 50,458 |
| Joe P. Ross President - Sales | Feb 23, 2026 | Award | +24,796 | – | – | 336,281 |
| Mark Ein Director | Oct 17, 2025 | Other | −3,670,279 | – | – | 0 |
| Paul M. Jolas EVP, Gen. Counsel & Secretary | Apr 1, 2025 | Tax withholding | −13,960 | $4.20 | $58.63K | 33,719 |
| Paul M. Jolas EVP, Gen. Counsel & Secretary | Apr 1, 2025 | Option exercise | +33,750 | – | – | 47,679 |
| Joe P. Ross President - Sales | Apr 1, 2025 | Tax withholding | −45,513 | $4.20 | $191.15K | 311,485 |
| Joe P. Ross President - Sales | Apr 1, 2025 | Option exercise | +100,000 | – | – | 356,998 |
| Ryan McMonagle Chief Executive Officer, Director | Apr 1, 2025 | Option exercise | +162,500 | – | – | 661,931 |
| Ryan McMonagle Chief Executive Officer, Director | Apr 1, 2025 | Tax withholding | −73,208 | $4.20 | $307.47K | 588,723 |
| Christopher J. Eperjesy Chief Financial Officer | Apr 1, 2025 | Option exercise | +67,500 | – | – | 237,115 |
| Christopher J. Eperjesy Chief Financial Officer | Apr 1, 2025 | Tax withholding | −30,537 | $4.20 | $128.26K | 206,578 |
| Raymond Todd Barrett Chief Accounting Officer | Apr 1, 2025 | Option exercise | +15,000 | – | – | 56,237 |
| Raymond Todd Barrett Chief Accounting Officer | Apr 1, 2025 | Tax withholding | −4,899 | $4.20 | $20.58K | 51,338 |
| Thomas R. Rich President - Rentals | Apr 1, 2025 | Tax withholding | −45,565 | $4.20 | $191.37K | 286,377 |
| Thomas R. Rich President - Rentals | Apr 1, 2025 | Option exercise | +100,000 | – | – | 331,942 |
| Fredrick M. Ross Jr. Director | Apr 1, 2025 | Option exercise | +175,000 | – | – | 457,575 |
| Fredrick M. Ross Jr. Director | Apr 1, 2025 | Tax withholding | −52,588 | $4.20 | $220.87K | 404,987 |
| Marshall A. Heinberg Director | Mar 31, 2025 | Option exercise | +39,993 | – | – | 352,202 |
| Mark Ein Director | Mar 31, 2025 | Option exercise | +22,218 | – | – | 1,585,707 |
| Mary M. Jackson Director | Mar 31, 2025 | Option exercise | +22,218 | – | – | 55,173 |
| Georgia R. Nelson Director | Mar 31, 2025 | Option exercise | +22,218 | – | – | 105,804 |
| Paul T. Bader Director | Mar 31, 2025 | Option exercise | +22,218 | – | – | 93,804 |
| Tom Gores 10% owner | Jan 30, 2025 | Buy | +8,143,635 | $4.00 | $32.57M | 156,743,635 |
| Platinum Equity InvestCo, L.P. 10% owner | Jan 30, 2025 | Buy | +8,143,635 | $4.00 | $32.57M | 156,743,635 |
| Christopher J. Eperjesy Chief Financial Officer | Dec 31, 2024 | Tax withholding | −7,347 | $4.81 | $35.34K | 169,615 |
| Raymond Todd Barrett Chief Accounting Officer | Dec 31, 2024 | Option exercise | +2,258 | – | – | 42,722 |
| Raymond Todd Barrett Chief Accounting Officer | Dec 31, 2024 | Tax withholding | −1,485 | $4.81 | $7.14K | 41,237 |
| Thomas R. Rich President - Rentals | Dec 31, 2024 | Tax withholding | −10,886 | $4.81 | $52.36K | 231,942 |
| Thomas R. Rich President - Rentals | Dec 31, 2024 | Option exercise | +18,050 | – | – | 242,828 |
| Fredrick M. Ross Jr. Director | Dec 31, 2024 | Tax withholding | −28,526 | $4.81 | $137.21K | 282,575 |
| Fredrick M. Ross Jr. Director | Dec 31, 2024 | Option exercise | +31,588 | – | – | 311,101 |
| Paul M. Jolas EVP, Gen. Counsel & Secretary | Dec 31, 2024 | Tax withholding | −2,398 | $4.81 | $11.53K | 13,929 |
| Joe P. Ross President - Sales | Dec 31, 2024 | Tax withholding | −10,886 | $4.81 | $52.36K | 256,998 |
| Joe P. Ross President - Sales | Dec 31, 2024 | Option exercise | +18,050 | – | – | 267,884 |
| Ryan McMonagle Chief Executive Officer, Director | Dec 31, 2024 | Tax withholding | −26,488 | $4.81 | $127.41K | 499,431 |
| Ryan McMonagle Chief Executive Officer, Director | Dec 31, 2024 | Option exercise | +29,332 | – | – | 525,919 |
| NESCO Holdings GP, LLC 10% owner | Sep 5, 2024 | Sale | −2,354,109 | $3.42 | $8.05M | 23,384,879 |
| Energy Capital Partners Iii-D, Lp 10% owner | Sep 5, 2024 | Sale | −2,354,109 | $3.42 | $8.05M | 23,384,879 |
| Energy Capital Partners Management, LP Director | Aug 27, 2024 | Sale | −18,640 | $4.17 | $77.73K | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Raymond Todd Barrett Former Officer | Apr 10, 2026 | 13,333 | $93.97K | Apr 9, 2026 | Exercise of employee stock options |
| ECP Cardinal Holdings, L.P. Former Director, 10% Shareholder | Sep 5, 2024 | 411,574 | $1.56M | Sep 5, 2024 | Merger |
| Nesco Holdings, L.P. Former Director, 10% Shareholder | Sep 5, 2024 | 1,942,535 | $7.38M | Sep 5, 2024 | Merger |
| Capital Partners Management L.P. Energy Former Director | Aug 27, 2024 | 18,640 | $81.08K | Aug 27, 2024 | Equity Compensation Grant |
| Energy Capital Partners Management, LP Stockholder | Sep 7, 2023 | 135,094 | $903.78K | Sep 7, 2023 | Vesting of restricted stock unit award |