Custom Truck One Source, Inc.
DE ˙ DB ˙ US23204X1037
SecurityDE:65W0 / Custom Truck One Source, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership67,811 shares
Latest Disclosed Value $ 445,515
LPL Financial LLC reports 3.46% increase in ownership of 65W0 / Custom Truck One Source, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 67,811 shares of Custom Truck One Source, Inc. (DE:65W0) valued at $445,515 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 65,546 shares of Custom Truck One Source, Inc.. This represents a change in shares of 3.46% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 67,811 2,265 3.46 446 18.04 0.0001
2026-02-11 2025-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 65,546 4,620 7.58 378 -3.58 0.0001
2025-11-12 2025-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 60,926 3,961 6.95 391 39.15 0.0001
2025-08-12 2025-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 56,965 5,401 10.47 281 29.49 0.0001
2025-05-07 2025-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 51,564 4,662 9.94 218 -3.56 0.0001
2025-02-11 2024-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 46,902 -1,149 -2.39 226 36.36 0.0001
2024-11-08 2024-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 48,051 569 1.20 166 -19.90 0.0001
2024-08-07 2024-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 47,482 1,001 2.15 207 -23.70 0.0001
2024-05-10 2024-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 46,481 1,127 2.48 271 -3.57 0.0001
2024-02-14 2023-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 45,354 69 0.15 280 0.00 0.0002
2023-11-13 2023-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 45,285 -2,386 -5.01 281 -12.77 0.0002
2023-07-31 2023-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 47,671 -917 -1.89 321 -2.43 0.0002
2023-05-10 2023-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 48,588 -973 -1.96 330 5.11 0.0003
2023-02-07 2022-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 49,561 -4,098 -7.64 313 0.00 0.0003
2022-11-14 2022-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 53,659 4,670 9.53 313 14.23 0.0003
2022-08-12 2022-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 48,989 48,989 274 0.0003
2022-05-16 2022-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 0 -44,868 -100.00 0 -100.00
2022-02-14 2021-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 44,868 -882 -1.93 359 -15.93 0.0003
2021-11-15 2021-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 45,750 2,304 5.30 427 3.14 0.0004
2021-08-13 2021-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 43,446 2,983 7.37 414 9.52 0.0004
2021-05-14 2021-03-31 13F NESCO HLDGS COM 64083J104 40,463 908 2.30 378 29.45 0.0004
2021-02-12 2020-12-31 13F NESCO HLDGS COM 64083J104 39,555 39,555 292 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.