Custom Truck One Source, Inc.

NYSE:CTOS Stock Report

Market Cap: US$928.6m

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
30 Jan 25BuyUS$32,574,540Platinum Equity, LLCCompany8,143,635US$4.00
19 Dec 24SellUS$17,600,000Energy Capital Partners, LLCCompany4,000,000US$4.40
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 Public2,291,7591.01%
Individual Insiders10,228,9424.52%
Institutions57,211,43025.3%
VC/PE Firms156,743,63569.2%

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

Top Shareholders

Top 25 shareholders own 95.37% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
69.2%
Platinum Equity, LLC
156,743,635US$642.6m5.48%13.53%
3.28%
T. Rowe Price Group, Inc.
7,427,176US$30.5m105%no data
2.32%
Mark Ein
5,255,983US$21.5m0.42%no data
1.97%
Canvas Wealth Advisors, LLC
4,468,342US$18.3m8.76%4.19%
1.9%
Allspring Global Investments, LLC
4,307,058US$17.7m2.21%0.03%
1.72%
The Vanguard Group, Inc.
3,903,855US$16.0m17.9%no data
1.68%
Boston Partners Global Investors, Inc.
3,796,424US$15.6m0%0.01%
1.63%
BlackRock, Inc.
3,684,157US$15.1m-3.11%no data
1.62%
Mirae Asset Global Investments Co., Ltd.
3,659,904US$15.0m0%0.01%
1.23%
Dimensional Fund Advisors LP
2,778,062US$11.4m2.71%no data
1.06%
Fredrick Ross
2,404,987US$9.9m5.36%no data
0.86%
Alyeska Investment Group, L.P.
1,957,030US$8.0m-4.67%0.03%
0.83%
ClearBridge Investments, LLC
1,872,536US$7.7m0.64%0.01%
0.67%
Russell Investment Management, LLC
1,511,025US$6.2m216,000%0.01%
0.64%
Portolan Capital Management, LLC
1,451,573US$6.0m153%0.44%
0.6%
Catawba River Capital
1,367,779US$5.6m1.38%3.23%
0.56%
Managed Account Advisors LLC
1,257,235US$5.2m119%no data
0.53%
State Street Global Advisors, Inc.
1,208,829US$5.0m-1.69%no data
0.53%
Heartland Advisors, Inc.
1,200,000US$4.9m26.3%0.27%
0.51%
Geode Capital Management, LLC
1,155,688US$4.7m-3.92%no data
0.47%
Federated Hermes, Inc.
1,075,000US$4.4m-54.8%0.01%
0.45%
Citadel Advisors LLC
1,017,201US$4.2m172%no data
0.43%
First Trust Advisors LP
964,571US$4.0m36.9%no data
0.41%
Gilder Gagnon Howe & Co. LLC
932,349US$3.8m-29.8%0.04%
0.26%
Joseph Ross
593,934US$2.4m10.1%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/05 03:47
End of Day Share Price 2025/05/02 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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.

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 Github.

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