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
2024 Q3	–	Sell	-10,900	Closed	-$47.4K	–	12134
2024 Q2	$47.4K	Sell	10,900 -4,000	-27%	-$19.5K	﹤0.01%	11434
2024 Q1	$86.7K	Sell	14,900 -1,400	-9%	-$8.69K	﹤0.01%	11294
2023 Q4	$101K	Buy	+16,300	New	+$96.1K	﹤0.01%	11325
2022 Q1	–	Sell	-11,700	Closed	-$94K	–	13114
2021 Q4	$94K	Buy	+11,700	New	+$101K	﹤0.01%	12184
2021 Q3	–	Sell	-11,600	Closed	-$110K	–	12825
2021 Q2	$110K	Sell	11,600 -18,800	-62%	-$185K	﹤0.01%	12047
2021 Q1	$284K	Buy	30,400 +700	+2%	+$5.71K	﹤0.01%	10723
2020 Q4	$219K	Buy	+29,700	New	+$150K	﹤0.01%	9892

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.