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Joel Greenblatt’s Custom Truck One Source CTOS Stock Holding History

Joel Greenblatt’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 		– Sell
-12,572
Closed -$72.4K – 1779
2025
Q4 		$72.4K Buy
12,572
+1,995
+19% +$12.2K ﹤0.01% 1699
2025
Q3 		$67.9K Buy
+10,577
New +$61.3K ﹤0.01% 1662

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 31.4% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Joel Greenblatt's CTOS Position: Q1 2026 in Review

Joel Greenblatt sold out of Custom Truck One Source (CTOS) in Q1 2026, closing a stake of 12,572 shares — an estimated $72.4K sold.

Joel Greenblatt first reported a position in CTOS in Q3 2025 and held it in 2 quarters. The position peaked at $72.4K in Q4 2025. 174 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

  • Joel Greenblatt reported no remaining Custom Truck One Source position as of Q1 2026 after selling out during the quarter.
  • Joel Greenblatt sold 12,572 Custom Truck One Source shares in Q1 2026, an estimated $72.4K.
  • Joel Greenblatt first reported a position in Custom Truck One Source in Q3 2025 and held it in 2 quarters.
  • Joel Greenblatt's Custom Truck One Source position peaked at $72.4K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.