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David Shaw’s Custom Truck One Source CTOS Stock Holding History

David Shaw’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
Q2 		$7.37M Buy
623,637
+440,852
+241% +$4.15M ﹤0.01% 2093
2026
Q1 		$1.2M Buy
+182,785
New +$1.2M ﹤0.01% 3306
2024
Q4 		– Sell
-40,634
Closed -$140K – 4474
2024
Q3 		$140K Buy
40,634
+13,127
+48% +$55.2K ﹤0.01% 4217
2024
Q2 		$120K Sell
27,507
-6,956
-20% -$33.9K ﹤0.01% 4141
2024
Q1 		$201K Buy
34,463
+4,492
+15% +$27.9K ﹤0.01% 3924
2023
Q4 		$185K Buy
+29,971
New +$177K ﹤0.01% 3897

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

David Shaw's CTOS Position: Q2 2026 in Review

David Shaw increased its Custom Truck One Source (CTOS) stake by 241% in Q2 2026, buying an estimated $4.15M and bringing the position to 623,637 shares worth $7.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

David Shaw first reported a position in CTOS in Q4 2023 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • David Shaw held 623,637 shares of Custom Truck One Source worth $7.37M as of Q2 2026.
  • David Shaw bought 440,852 Custom Truck One Source shares in Q2 2026, an estimated $4.15M.
  • Custom Truck One Source made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2093 holding.
  • David Shaw first reported a position in Custom Truck One Source in Q4 2023 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.