Paloma Partners’s Custom Truck One Source CTOS Stock Holding History

Paloma Partners’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 Q1	–	Sell	-170,000	Closed	-$818K	–	156
2024 Q4	$818K	Sell	170,000 -86,146	-34%	-$390K	0.04%	167
2024 Q3	$884K	Buy	256,146 +38,242	+18%	+$161K	0.02%	450
2024 Q2	$948K	Buy	217,904 +12,904	+6%	+$62.8K	0.03%	531
2024 Q1	$1.19M	Buy	+205,000	New	+$1.27M	0.06%	304
2022 Q3	–	Sell	-27,000	Closed	-$151K	–	1073
2022 Q2	$151K	Buy	+27,000	New	+$172K	0.01%	920
2021 Q2	–	Sell	-14,083	Closed	-$132K	–	1857
2021 Q1	$132K	Buy	+14,083	New	+$115K	﹤0.01%	1877
2018 Q2	–	Sell	-250,000	Closed	-$2.53M	–	1715
2018 Q1	$2.53M	Buy	+250,000	New	+$2.42M	0.04%	441

Other funds holding CTOS

PEA

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

CWA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Paloma Partners's CTOS Position: Q1 2025 in Review

Paloma Partners sold out of Custom Truck One Source (CTOS) in Q1 2025, closing a stake of 170,000 shares — an estimated $818K sold.

Paloma Partners first reported a position in CTOS in Q1 2018 and held it in 7 quarters. The position peaked at $2.53M in Q1 2018. 141 funds tracked by Wall St. Rank hold CTOS as of Q1 2025.

Paloma Partners reported no remaining Custom Truck One Source position as of Q1 2025 after selling out during the quarter.
Paloma Partners sold 170,000 Custom Truck One Source shares in Q1 2025, an estimated $818K.
Paloma Partners first reported a position in Custom Truck One Source in Q1 2018 and held it in 7 quarters.
Paloma Partners's Custom Truck One Source position peaked at $2.53M in Q1 2018.
141 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2025.

Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.