Jim Simons’s Custom Truck One Source CTOS Stock Holding History

Jim Simons’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 Q1	$208K	Buy	+31,656	New	+$208K	﹤0.01%	2905
2025 Q2	–	Sell	-53,200	Closed	-$225K	–	3607
2025 Q1	$225K	Buy	+53,200	New	+$257K	﹤0.01%	3045
2024 Q4	–	Sell	-63,000	Closed	-$217K	–	3631
2024 Q3	$217K	Buy	+63,000	New	+$265K	﹤0.01%	3097
2024 Q2	–	Sell	-44,000	Closed	-$256K	–	3564
2024 Q1	$256K	Sell	44,000 -193,300	-81%	-$1.2M	﹤0.01%	3144
2023 Q4	$1.47M	Buy	237,300 +18,900	+9%	+$111K	﹤0.01%	2155
2023 Q3	$1.35M	Buy	218,400 +135,900	+165%	+$899K	﹤0.01%	2101
2023 Q2	$556K	Buy	82,500 +43,229	+110%	+$285K	﹤0.01%	2818
2023 Q1	$267K	Buy	+39,271	New	+$273K	﹤0.01%	3165
2021 Q3	–	Sell	-60,200	Closed	-$573K	–	3529
2021 Q2	$573K	Sell	60,200 -29,400	-33%	-$289K	﹤0.01%	2913
2021 Q1	$838K	Buy	89,600 +38,000	+74%	+$310K	﹤0.01%	2682
2020 Q4	$380K	Buy	51,600 +32,745	+174%	+$166K	﹤0.01%	2941
2020 Q3	$78K	Buy	+18,855	New	+$72.9K	﹤0.01%	3243

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jim Simons's CTOS Position: Q1 2026 in Review

Jim Simons opened a new position in Custom Truck One Source (CTOS) in Q1 2026: 31,656 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #2905 among its holdings. This is a return to the name: Jim Simons previously reported a position in CTOS as recently as Q1 2025.

Jim Simons first reported a position in CTOS in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.47M in Q4 2023. 174 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

Jim Simons held 31,656 shares of Custom Truck One Source worth $208K as of Q1 2026.
Custom Truck One Source was a new Jim Simons position in Q1 2026.
Custom Truck One Source made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2905 holding.
Jim Simons first reported a position in Custom Truck One Source in Q3 2020 and has held it in 12 quarters since.
Jim Simons's Custom Truck One Source position peaked at $1.47M in Q4 2023.
174 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.