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 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

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intrinsic Edge Capital Management's CTOS Position: Q2 2026 in Review

Intrinsic Edge Capital Management reduced its Custom Truck One Source (CTOS) stake by 22% in Q2 2026, selling an estimated $1.83M and leaving 685,622 shares worth $8.1M. The position accounts for 0.84% of the portfolio, ranked #56.

Intrinsic Edge Capital Management first reported a position in CTOS in Q1 2022 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Intrinsic Edge Capital Management held 685,622 shares of Custom Truck One Source worth $8.1M as of Q2 2026.
Intrinsic Edge Capital Management sold 194,000 Custom Truck One Source shares in Q2 2026, an estimated $1.83M.
Custom Truck One Source made up 0.84% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #56 holding.
Intrinsic Edge Capital Management first reported a position in Custom Truck One Source in Q1 2022 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.