Jim Simons
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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
Q2 		– Sell
-31,656
Closed -$208K – 3263
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

Platinum Equity Advisors
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Canvas Wealth Advisors
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jim Simons's CTOS Position: Q2 2026 in Review

Jim Simons sold out of Custom Truck One Source (CTOS) in Q2 2026, closing a stake of 31,656 shares — an estimated $208K sold.

Jim Simons first reported a position in CTOS in Q3 2020 and held it in 12 quarters. The position peaked at $1.47M in Q4 2023. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Jim Simons reported no remaining Custom Truck One Source position as of Q2 2026 after selling out during the quarter.
  • Jim Simons sold 31,656 Custom Truck One Source shares in Q2 2026, an estimated $208K.
  • Jim Simons first reported a position in Custom Truck One Source in Q3 2020 and held it in 12 quarters.
  • Jim Simons's Custom Truck One Source position peaked at $1.47M in Q4 2023.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.