Jeff Yass’s Custom Truck One Source CTOS Stock Holding History

Jeff Yass’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	$518K	Buy	+43,900	New	+$413K	﹤0.01%	9843
2024 Q2	–	Sell	-11,900	Closed	-$69.3K	–	12183
2024 Q1	$69.3K	Sell	11,900 -23,100	-66%	-$143K	﹤0.01%	11415
2023 Q4	$216K	Buy	35,000 +7,200	+26%	+$42.5K	﹤0.01%	10520
2023 Q3	$172K	Buy	27,800 +7,900	+40%	+$52.2K	﹤0.01%	10397
2023 Q2	$134K	Sell	19,900 -5,800	-23%	-$38.2K	﹤0.01%	10683
2023 Q1	$175K	Buy	25,700 +2,700	+12%	+$18.7K	﹤0.01%	10759
2022 Q4	$145K	Buy	+23,000	New	+$149K	﹤0.01%	10535
2022 Q1	–	Sell	-65,700	Closed	-$526K	–	13113
2021 Q4	$526K	Buy	65,700 +28,900	+79%	+$249K	﹤0.01%	9049
2021 Q3	$343K	Sell	36,800 -32,100	-47%	-$270K	﹤0.01%	10286
2021 Q2	$656K	Sell	68,900 -72,200	-51%	-$709K	﹤0.01%	8898
2021 Q1	$1.32M	Buy	141,100 +96,300	+215%	+$785K	﹤0.01%	6994
2020 Q4	$330K	Buy	44,800 +29,200	+187%	+$148K	﹤0.01%	9085
2020 Q3	$65K	Buy	+15,600	New	+$60.3K	﹤0.01%	10117

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 31.4% 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

Jeff Yass's CTOS Position: Q2 2026 in Review

Jeff Yass reduced its Custom Truck One Source (CTOS) stake by 31% in Q2 2026, selling an estimated $88.6K and leaving 21,026 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #11478.

Jeff Yass first reported a position in CTOS in Q4 2020 and has held it in 19 quarters since. The position peaked at $669K in Q2 2025. 184 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Jeff Yass held 21,026 shares of Custom Truck One Source worth $248K as of Q2 2026.
Jeff Yass sold 9,406 Custom Truck One Source shares in Q2 2026, an estimated $88.6K.
Custom Truck One Source made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11478 holding.
Jeff Yass first reported a position in Custom Truck One Source in Q4 2020 and has held it in 19 quarters since.
Jeff Yass's Custom Truck One Source position peaked at $669K in Q2 2025.
184 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.