Balyasny Asset Management’s Custom Truck One Source CTOS Stock Holding History

Balyasny Asset Management’s Portfolio CTOS Stock Details CTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$421K	Buy	64,009 +36,192	+130%	+$238K	﹤0.01%	2442
2025 Q4	$160K	Buy	+27,817	New	+$170K	﹤0.01%	2918
2024 Q2	–	Sell	-63,197	Closed	-$368K	–	2653
2024 Q1	$368K	Buy	+63,197	New	+$392K	﹤0.01%	2180
2023 Q2	–	Sell	-17,689	Closed	-$120K	–	2353
2023 Q1	$120K	Buy	+17,689	New	+$123K	﹤0.01%	2299

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management's CTOS Position: Q1 2026 in Review

Balyasny Asset Management increased its Custom Truck One Source (CTOS) stake by 130% in Q1 2026, buying an estimated $238K and bringing the position to 64,009 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Balyasny Asset Management first reported a position in CTOS in Q1 2023 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

Balyasny Asset Management held 64,009 shares of Custom Truck One Source worth $421K as of Q1 2026.
Balyasny Asset Management bought 36,192 Custom Truck One Source shares in Q1 2026, an estimated $238K.
Custom Truck One Source made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2442 holding.
Balyasny Asset Management first reported a position in Custom Truck One Source in Q1 2023 and has held it in 4 quarters since.
174 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.