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 Q2	$1.03M	Sell	87,077 -36,204	-29%	-$341K	0.51%	77
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

Other funds holding CTOS

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sandler Capital Management's CTOS Position: Q2 2026 in Review

Sandler Capital Management reduced its Custom Truck One Source (CTOS) stake by 29% in Q2 2026, selling an estimated $341K and leaving 87,077 shares worth $1.03M. The position accounts for 0.51% of the portfolio, ranked #77.

Sandler Capital Management first reported a position in CTOS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.42M in Q3 2025. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Sandler Capital Management held 87,077 shares of Custom Truck One Source worth $1.03M as of Q2 2026.
Sandler Capital Management sold 36,204 Custom Truck One Source shares in Q2 2026, an estimated $341K.
Custom Truck One Source made up 0.51% of Sandler Capital Management's portfolio in Q2 2026, its #77 holding.
Sandler Capital Management first reported a position in Custom Truck One Source in Q3 2025 and has held it in 4 quarters since.
Sandler Capital Management's Custom Truck One Source position peaked at $1.42M in Q3 2025.
186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Sandler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.