Custom Truck One Source, Inc.

NYSE:CTOS Stock Report

Market Cap: US$1.1b

Custom Truck One Source Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:CTOS Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
06 Dec 24SellUS$18,548,483Energy Capital Partners, LLCCompany3,097,609US$5.99
05 Sep 24SellUS$8,051,053Energy Capital Partners, LLCCompany2,354,109US$3.42
27 Aug 24SellUS$77,690Energy Capital Partners, LLCCompany18,640US$4.17
07 Aug 24BuyUS$335,078Joseph RossIndividual84,254US$3.98
06 Aug 24BuyUS$100,653Thomas RichIndividual26,200US$3.84
14 Jun 24BuyUS$43,428Marshall HeinbergIndividual10,000US$4.34
08 May 24BuyUS$49,387Georgia NelsonIndividual12,000US$4.12
08 May 24BuyUS$40,356Ryan McMonagleIndividual10,000US$4.04
07 May 24BuyUS$162,916Marshall HeinbergIndividual40,000US$4.07
07 May 24BuyUS$78,000Christopher EperjesyIndividual20,000US$3.90
07 May 24BuyUS$12,360R. BarrettIndividual3,000US$4.12

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CTOS?
Owner TypeNumber of SharesOwnership Percentage
General Public5,743,5252.46%
Individual Insiders9,655,3014.14%
Institutions49,146,37121.1%
VC/PE Firms168,887,27072.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 93.79% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
63.7%
Platinum Equity, LLC
148,600,000US$726.7m0%13.88%
8.69%
Energy Capital Partners, LLC
20,287,270US$99.2m-13.3%32.08%
2.24%
Mark Ein
5,233,765US$25.6m-25.9%no data
2.02%
Allspring Global Investments, LLC
4,715,225US$23.1m-4.45%0.03%
1.63%
Canvas Wealth Advisors, LLC
3,804,610US$18.6m7.29%4.72%
1.63%
BlackRock, Inc.
3,802,300US$18.6m1.67%no data
1.55%
T. Rowe Price Group, Inc.
3,628,039US$17.7m22,000%no data
1.46%
Mirae Asset Global Investments Co., Ltd.
3,405,676US$16.7m2.21%0.01%
1.42%
The Vanguard Group, Inc.
3,311,284US$16.2m1.41%no data
1.16%
Dimensional Fund Advisors LP
2,704,849US$13.2m20.4%no data
1.02%
Federated Hermes, Inc.
2,380,000US$11.6m-14.4%0.03%
0.96%
Fredrick Ross
2,247,925US$11.0m0%no data
0.88%
Alyeska Investment Group, L.P.
2,052,896US$10.0m-12.9%0.05%
0.8%
ClearBridge Investments, LLC
1,860,598US$9.1m-0.73%0.01%
0.61%
Black Diamond Financial, LLC
1,427,000US$7.0m907%1.15%
0.58%
Catawba River Capital
1,355,137US$6.6m-0.2%4.15%
0.57%
Gilder Gagnon Howe & Co. LLC
1,328,558US$6.5m-10.8%0.07%
0.53%
State Street Global Advisors, Inc.
1,229,621US$6.0m-0.07%no data
0.52%
Geode Capital Management, LLC
1,202,892US$5.9m-3.33%no data
0.41%
Heartland Advisors, Inc.
950,000US$4.6m-20.8%0.24%
0.39%
Strategic Advisers LLC
898,841US$4.4m33.7%no data
0.3%
First Trust Advisors LP
704,849US$3.4m24%no data
0.28%
Kennedy Capital Management LLC
646,620US$3.2m-16.9%0.07%
0.25%
Portolan Capital Management, LLC
574,300US$2.8m-51.6%0.19%
0.25%
Managed Account Advisors LLC
573,030US$2.8m3.5%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/27 00:34
End of Day Share Price 2024/12/27 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Custom Truck One Source, Inc. is covered by 11 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew WittmannBaird
Justin HaukeBaird
Timothy TheinCitigroup Inc