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Kennedy Capital Management’s Custom Truck One Source CTOS Stock Holding History

Kennedy Capital Management’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
2025
Q4 		– Sell
-304,445
Closed -$1.95M – 548
2025
Q3 		$1.95M Buy
304,445
+52,414
+21% +$304K 0.04% 451
2025
Q2 		$1.25M Buy
252,031
+197,258
+360% +$850K 0.03% 485
2025
Q1 		$231K Sell
54,773
-348,823
-86% -$1.68M 0.01% 621
2024
Q4 		$1.94M Sell
403,596
-243,024
-38% -$1.1M 0.04% 524
2024
Q3 		$2.23M Sell
646,620
-131,991
-17% -$555K 0.05% 497
2024
Q2 		$3.39M Buy
778,611
+733,014
+1,608% +$3.57M 0.07% 418
2024
Q1 		$265K Hold
45,597
– – 0.01% 687
2023
Q4 		$282K Hold
45,597
– – 0.01% 656
2023
Q3 		$283K Hold
45,597
– – 0.01% 637
2023
Q2 		$307K Hold
45,597
– – 0.01% 635
2023
Q1 		$310K Sell
45,597
-50,272
-52% -$349K 0.01% 585
2022
Q4 		$606K Sell
95,869
-375,269
-80% -$2.43M 0.02% 542
2022
Q3 		$2.75M Sell
471,138
-3,323
-0.7% -$20.7K 0.08% 371
2022
Q2 		$2.66M Buy
474,461
+19,278
+4% +$123K 0.07% 383
2022
Q1 		$3.82M Buy
455,183
+49,852
+12% +$403K 0.09% 358
2021
Q4 		$3.24M Sell
405,331
-203,045
-33% -$1.75M 0.07% 404
2021
Q3 		$5.68M Sell
608,376
-136,229
-18% -$1.15M 0.13% 309
2021
Q2 		$7.09M Sell
744,605
-64,860
-8% -$637K 0.15% 268
2021
Q1 		$7.57M Buy
809,465
+559,175
+223% +$4.56M 0.15% 250
2020
Q4 		$1.84M Buy
+250,290
New +$1.27M 0.04% 515

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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kennedy Capital Management's CTOS Position: Q4 2025 in Review

Kennedy Capital Management sold out of Custom Truck One Source (CTOS) in Q4 2025, closing a stake of 304,445 shares — an estimated $1.95M sold.

Kennedy Capital Management first reported a position in CTOS in Q4 2020 and held it in 20 quarters. The position peaked at $7.57M in Q1 2021. 156 funds tracked by Wall St. Rank hold CTOS as of Q4 2025.

  • Kennedy Capital Management reported no remaining Custom Truck One Source position as of Q4 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 304,445 Custom Truck One Source shares in Q4 2025, an estimated $1.95M.
  • Kennedy Capital Management first reported a position in Custom Truck One Source in Q4 2020 and held it in 20 quarters.
  • Kennedy Capital Management's Custom Truck One Source position peaked at $7.57M in Q1 2021.
  • 156 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2025.

Based on Kennedy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.