客製化卡車 One Source, Inc.
US ˙ NYSE ˙ US23204X1037

SecurityCTOS / Custom Truck One Source, Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership25,273 shares
Latest Disclosed Value $ 166,044
Cwm, Llc reports 295.88% increase in ownership of CTOS / Custom Truck One Source, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 25,273 shares of Custom Truck One Source, Inc. (US:CTOS) valued at $166,044 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 6,384 shares of Custom Truck One Source, Inc.. The current value of the position is $252,730 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 25,273 18,889 295.88 166 0.0004
2026-01-26 2025-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 6,384 1,196 23.05 0 0.0001
2025-10-15 2025-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 5,188 1,355 35.35 0 0.0001
2025-07-25 2025-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 3,833 120 3.23 0 0.0001
2025-05-01 2025-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 3,713 38 1.03 0 0.0001
2025-02-04 2024-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 3,675 1,738 89.73 0 0.0001
2024-10-08 2024-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 1,937 1,540 387.91 0 0.0000
2024-07-10 2024-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 397 342 621.82 0 0.0000
2024-04-05 2024-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 55 55 0 0.0000
2024-02-01 2023-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 0 -357 -100.00 0 0.0000
2023-10-11 2023-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 357 0 0.00 0 0.0000
2023-08-03 2023-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 357 357 0 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.