Intrinsic Edge Capital Management’s Custom Truck One Source CTOS Stock Holding History

Intrinsic Edge Capital 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 Q3	$6.25M	Hold	685,622	–	–	0.99%	44
2026 Q2	$8.1M	Sell	685,622 -194,000	-22%	-$1.83M	0.84%	56
2026 Q1	$5.78M	Buy	879,622 +100,000	+13%	+$657K	0.96%	41
2025 Q4	$4.49M	Buy	779,622 +380,000	+95%	+$2.32M	0.8%	55
2025 Q3	$2.57M	Buy	+399,622	New	+$2.32M	0.36%	82
2022 Q3	–	Sell	-200,000	Closed	-$1.12M	–	150
2022 Q2	$1.12M	Buy	200,000 +100,000	+100%	+$637K	0.09%	145
2022 Q1	$839K	Buy	+100,000	New	+$808K	0.06%	162

Other funds holding CTOS

Canvas Wealth Advisors Shawnee, Kansas $759M AUM 30.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Intrinsic Edge Capital Management's CTOS Position: Q3 2026 in Review

Intrinsic Edge Capital Management held its Custom Truck One Source (CTOS) position steady in Q3 2026 at 685,622 shares worth $6.25M. The position accounts for 0.99% of the portfolio, ranked #44.

Intrinsic Edge Capital Management first reported a position in CTOS in Q1 2022 and has held it in 7 quarters since. The position peaked at $8.1M in Q2 2026. 130 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

Intrinsic Edge Capital Management held 685,622 shares of Custom Truck One Source worth $6.25M as of Q3 2026.
Intrinsic Edge Capital Management left its Custom Truck One Source share count unchanged in Q3 2026.
Custom Truck One Source made up 0.99% of Intrinsic Edge Capital Management's portfolio in Q3 2026, its #44 holding.
Intrinsic Edge Capital Management first reported a position in Custom Truck One Source in Q1 2022 and has held it in 7 quarters since.
Intrinsic Edge Capital Management's Custom Truck One Source position peaked at $8.1M in Q2 2026.
130 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.