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Catawba River Capital’s Custom Truck One Source CTOS Stock Holding History

Catawba River Capital’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
2025
Q2 		– Sell
-1,367,779
Closed -$5.77M – 19
2025
Q1 		$5.77M Buy
1,367,779
+18,559
+1% +$89.6K 3.51% 16
2024
Q4 		$6.49M Sell
1,349,220
-5,917
-0.4% -$26.8K 3.87% 14
2024
Q3 		$4.68M Sell
1,355,137
-2,682
-0.2% -$11.3K 2.96% 16
2024
Q2 		$5.91M Buy
1,357,819
+40,228
+3% +$196K 3.57% 18
2024
Q1 		$7.67M Sell
1,317,591
-230
-0% -$1.43K 4.47% 11
2023
Q4 		$8.14M Buy
1,317,821
+323,618
+33% +$1.91M 5.72% 5
2023
Q3 		$6.16M Buy
994,203
+48,995
+5% +$324K 4.75% 11
2023
Q2 		$6.37M Buy
945,208
+88,512
+10% +$583K 5.08% 8
2023
Q1 		$5.82M Buy
856,696
+18,881
+2% +$131K 5.29% 11
2022
Q4 		$5.29M Sell
837,815
-575
-0.1% -$3.73K 5.55% 10
2022
Q3 		$4.89M Buy
838,390
+53,980
+7% +$337K 5.82% 9
2022
Q2 		$4.39M Sell
784,410
-4,283
-0.5% -$27.3K 5.77% 12
2022
Q1 		$6.62M Sell
788,693
-23,846
-3% -$193K 4.38% 6
2021
Q4 		$6.5M Buy
812,539
+6,000
+0.7% +$51.7K 3.95% 13
2021
Q3 		$7.53M Buy
806,539
+11,779
+1% +$99.1K 4.74% 6
2021
Q2 		$7.57M Sell
794,760
-520
-0.1% -$5.11K 4.76% 6
2021
Q1 		$7.44M Sell
795,280
-95,861
-11% -$781K 4.98% 5
2020
Q4 		$6.57M Buy
+891,141
New +$4.51M 4.53% 6
2020
Q2 		$986K Buy
+103,585
New +$301K 3.91% 9

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 31.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Catawba River Capital's CTOS Position: Q2 2025 in Review

Catawba River Capital sold out of Custom Truck One Source (CTOS) in Q2 2025, closing a stake of 1,367,779 shares — an estimated $5.77M sold.

Catawba River Capital first reported a position in CTOS in Q2 2020 and held it in 19 quarters. The position peaked at $8.14M in Q4 2023. 130 funds tracked by Wall St. Rank hold CTOS as of Q2 2025.

  • Catawba River Capital reported no remaining Custom Truck One Source position as of Q2 2025 after selling out during the quarter.
  • Catawba River Capital sold 1,367,779 Custom Truck One Source shares in Q2 2025, an estimated $5.77M.
  • Catawba River Capital first reported a position in Custom Truck One Source in Q2 2020 and held it in 19 quarters.
  • Catawba River Capital's Custom Truck One Source position peaked at $8.14M in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2025.

Based on Catawba River Capital's 13F filing for Q2 2025, filed 29 Jul 2025.