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

Sandler 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
2026
Q1 		$810K Sell
123,281
-64,015
-34% -$420K 0.42% 86
2025
Q4 		$1.08M Sell
187,296
-33,993
-15% -$207K 0.35% 103
2025
Q3 		$1.42M Buy
+221,289
New +$1.28M 0.42% 88

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VCM
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