Pine Valley Investments’s Custom Truck One Source CTOS Stock Holding History

Pine Valley Investments’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	$585K	Sell	49,500 -18,500	-27%	-$174K	0.02%	376
2026 Q1	$447K	Hold	68,000	–	–	0.02%	400
2025 Q4	$392K	Hold	68,000	–	–	0.02%	401
2025 Q3	$437K	Hold	68,000	–	–	0.02%	372
2025 Q2	$336K	Hold	68,000	–	–	0.02%	406
2025 Q1	$287K	Hold	68,000	–	–	0.02%	428
2024 Q4	$327K	Hold	68,000	–	–	0.02%	407
2024 Q3	$235K	Hold	68,000	–	–	0.01%	452
2024 Q2	$296K	Hold	68,000	–	–	0.02%	390
2024 Q1	$396K	Sell	68,000 -5,000	-7%	-$31K	0.03%	349
2023 Q4	$451K	Sell	73,000 -5,000	-6%	-$29.5K	0.03%	321
2023 Q3	$484K	Sell	78,000 -2,000	-3%	-$13.2K	0.04%	287
2023 Q2	$539K	Sell	80,000 -15,000	-16%	-$98.8K	0.05%	254
2023 Q1	$599K	Buy	+95,000	New	+$659K	0.09%	170

Other funds holding CTOS

CWA

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 24.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

RFA

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Pine Valley Investments's CTOS Position: Q2 2026 in Review

Pine Valley Investments reduced its Custom Truck One Source (CTOS) stake by 27% in Q2 2026, selling an estimated $174K and leaving 49,500 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #376.

Pine Valley Investments first reported a position in CTOS in Q1 2023 and has held it in 14 quarters since. The position peaked at $599K in Q1 2023. 38 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Pine Valley Investments held 49,500 shares of Custom Truck One Source worth $585K as of Q2 2026.
Pine Valley Investments sold 18,500 Custom Truck One Source shares in Q2 2026, an estimated $174K.
Custom Truck One Source made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #376 holding.
Pine Valley Investments first reported a position in Custom Truck One Source in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's Custom Truck One Source position peaked at $599K in Q1 2023.
38 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.