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

Portolan 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
-649,076
Closed -$4.17M – 160
2025
Q3 		$4.17M Buy
+649,076
New +$3.76M 0.23% 99
2025
Q2 		– Sell
-1,397,327
Closed -$5.9M – 120
2025
Q1 		$5.9M Sell
1,397,327
-54,246
-4% -$262K 0.45% 67
2024
Q4 		$6.98M Buy
1,451,573
+877,273
+153% +$3.97M 0.47% 71
2024
Q3 		$1.98M Sell
574,300
-612,080
-52% -$2.57M 0.14% 121
2024
Q2 		$5.16M Sell
1,186,380
-57,902
-5% -$282K 0.42% 81
2024
Q1 		$7.24M Buy
1,244,282
+202,027
+19% +$1.25M 0.55% 67
2023
Q4 		$6.44M Buy
1,042,255
+65,205
+7% +$385K 0.56% 62
2023
Q3 		$6.06M Buy
977,050
+115,117
+13% +$761K 0.57% 59
2023
Q2 		$5.81M Sell
861,933
-148,252
-15% -$976K 0.51% 59
2023
Q1 		$6.86M Sell
1,010,185
-31,729
-3% -$220K 0.65% 53
2022
Q4 		$6.58M Sell
1,041,914
-142,145
-12% -$922K 0.65% 57
2022
Q3 		$6.9M Sell
1,184,059
-477,151
-29% -$2.98M 0.73% 51
2022
Q2 		$9.3M Buy
1,661,210
+212,701
+15% +$1.36M 0.94% 42
2022
Q1 		$12.2M Buy
1,448,509
+24,543
+2% +$198K 0.97% 34
2021
Q4 		$11.4M Buy
1,423,966
+477,471
+50% +$4.11M 0.77% 53
2021
Q3 		$8.83M Sell
946,495
-87,882
-8% -$740K 0.64% 62
2021
Q2 		$9.85M Sell
1,034,377
-256,882
-20% -$2.52M 0.71% 58
2021
Q1 		$12.1M Buy
1,291,259
+498,186
+63% +$4.06M 0.95% 37
2020
Q4 		$5.84M Buy
+793,073
New +$4.02M 0.53% 72

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

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

Portolan Capital Management sold out of Custom Truck One Source (CTOS) in Q4 2025, closing a stake of 649,076 shares — an estimated $4.17M sold.

Portolan Capital Management first reported a position in CTOS in Q4 2020 and held it in 19 quarters. The position peaked at $12.2M in Q1 2022. 156 funds tracked by Wall St. Rank hold CTOS as of Q4 2025.

  • Portolan Capital Management reported no remaining Custom Truck One Source position as of Q4 2025 after selling out during the quarter.
  • Portolan Capital Management sold 649,076 Custom Truck One Source shares in Q4 2025, an estimated $4.17M.
  • Portolan Capital Management first reported a position in Custom Truck One Source in Q4 2020 and held it in 19 quarters.
  • Portolan Capital Management's Custom Truck One Source position peaked at $12.2M in Q1 2022.
  • 156 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2025.

Based on Portolan Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.