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John Overdeck’s Custom Truck One Source CTOS Stock Holding History

John Overdeck’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 		$226K Sell
19,152
-11,000
-36% -$104K ﹤0.01% 4710
2026
Q1 		$198K Buy
30,152
+2,200
+8% +$14.4K ﹤0.01% 4282
2025
Q4 		$161K Buy
27,952
+7,304
+35% +$44.6K ﹤0.01% 3797
2025
Q3 		$133K Sell
20,648
-48
-0.2% -$278 ﹤0.01% 3431
2025
Q2 		$102K Buy
20,696
+3,248
+19% +$14K ﹤0.01% 2995
2025
Q1 		$73.6K Buy
17,448
+4,300
+33% +$20.8K ﹤0.01% 2997
2024
Q4 		$63.2K Buy
+13,148
New +$59.5K ﹤0.01% 3022
2024
Q3 		– Sell
-111,341
Closed -$484K – 3150
2024
Q2 		$484K Sell
111,341
-308,658
-73% -$1.5M ﹤0.01% 2389
2024
Q1 		$2.44M Buy
419,999
+206,552
+97% +$1.28M 0.01% 1344
2023
Q4 		$1.32M Sell
213,447
-62,123
-23% -$366K ﹤0.01% 1909
2023
Q3 		$1.71M Buy
275,570
+145,752
+112% +$964K ﹤0.01% 1517
2023
Q2 		$875K Buy
129,818
+106,814
+464% +$703K ﹤0.01% 2012
2023
Q1 		$156K Buy
+23,004
New +$160K ﹤0.01% 2608
2022
Q2 		– Sell
-15,200
Closed -$128K – 2585
2022
Q1 		$128K Sell
15,200
-3,800
-20% -$30.7K ﹤0.01% 2404
2021
Q4 		$152K Sell
19,000
-62,900
-77% -$542K ﹤0.01% 3986
2021
Q3 		$764K Buy
81,900
+26,744
+48% +$225K ﹤0.01% 2871
2021
Q2 		$525K Buy
+55,156
New +$542K ﹤0.01% 3049
2021
Q1 		– Sell
-20,921
Closed -$154K – 3886
2020
Q4 		$154K Buy
+20,921
New +$106K ﹤0.01% 3160

Other funds holding CTOS

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

John Overdeck's CTOS Position: Q2 2026 in Review

John Overdeck reduced its Custom Truck One Source (CTOS) stake by 36% in Q2 2026, selling an estimated $104K and leaving 19,152 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #4710.

John Overdeck first reported a position in CTOS in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.44M in Q1 2024. 184 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • John Overdeck held 19,152 shares of Custom Truck One Source worth $226K as of Q2 2026.
  • John Overdeck sold 11,000 Custom Truck One Source shares in Q2 2026, an estimated $104K.
  • Custom Truck One Source made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4710 holding.
  • John Overdeck first reported a position in Custom Truck One Source in Q4 2020 and has held it in 18 quarters since.
  • John Overdeck's Custom Truck One Source position peaked at $2.44M in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.