13FPulse
CT

CTOS CUSTOM TRUCK ONE SOURCE INC

2026Q2 · CUSIP 23204X103 · Sector: Industrials

Normal

Fund flows are within the usual range

Funds that own it
182
Institutions that reported holding it to the SEC
Net increase in holders
+10
Last quarter 172 → now 182
How unusual is that
Above average
Stronger buying than 69% of US stocks
What the filings say, in one paragraph

182 funds held CTOS at the end of 2026Q2, up 10 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $2.0B(YoY +7.0%), the P/E is 88.7x, return on equity is 2.6%. CTOS has had 3 buying rushes in its history, and the price moved +9.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2020Q4: holders=1 2021Q1: holders=2 2021Q2: holders=71 2021Q3: holders=73 2021Q4: holders=87 2022Q1: holders=82 2022Q2: holders=88 2022Q3: holders=86 2022Q4: holders=87 2023Q1: holders=101 2023Q2: holders=107 2023Q3: holders=110 2023Q4: holders=115 2024Q1: holders=120 2024Q2: holders=114 2024Q3: holders=122 2024Q4: holders=125 2025Q1: holders=141 2025Q2: holders=129 2025Q3: holders=146 2025Q4: holders=157 2026Q1: holders=172 2026Q2: holders=182 -69 -34.5 +0 +34.5 +69 096192 20Q421Q221Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 3 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q1 Top 20% +29.4% +21.2%
2023Q1 Top 20% -3.7% -19.9%
2021Q2 Top 5% +44.7% +28.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
105
Change in large funds
+9
Total value they hold
$2.6B
Funds buying for the first time
36
Funds that sold out entirely
26
Price change that quarter
-8.6%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
88.7
EPS (TTM)
$0.10
EPS YoY
Revenue (TTM)
$2.0B
Revenue YoY
+7.0%
Net margin
1.1%
ROE
2.6%
Debt ratio
77.4%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.08 2021-12-31: EPS 0.43 2022-03-31: EPS -0.01 2022-06-30: EPS 0.05 2022-09-30: EPS -0.01 2022-12-31: EPS 0.13 2023-03-31: EPS 0.06 2023-06-30: EPS 0.05 2023-09-30: EPS 0.04 2023-12-31: EPS 0.06 2024-03-31: EPS -0.06 2024-06-30: EPS -0.10 2024-09-30: EPS -0.07 2024-12-31: EPS 0.11 2025-03-31: EPS -0.08 2025-06-30: EPS -0.13 2025-09-30: EPS -0.03 2025-12-31: EPS 0.10 2026-03-31: EPS -0.02 2026-06-30: EPS 0.05 0M 282M 563M $M -0.14 0.17 0.47 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 29 12 61 111 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.