Custom Truck One Source, Inc.
DE ˙ DB ˙ US23204X1037
SecurityDE:65W0 / Custom Truck One Source, Inc.
InstitutionM&t Bank Corp
Latest Disclosed Ownership28,021 shares
Latest Disclosed Value $ 184,097
M&t Bank Corp reports 7.31% decrease in ownership of 65W0 / Custom Truck One Source, Inc.

On May 12, 2026 - M&t Bank Corp filed a 13F-HR form disclosing ownership of 28,021 shares of Custom Truck One Source, Inc. (DE:65W0) valued at $184,097 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 30, 2026 disclosing 30,231 shares of Custom Truck One Source, Inc.. This represents a change in shares of -7.31% 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)
2026-05-12 2026-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 28,021 -2,210 -7.31 184 5.75 0.0001
2026-01-30 2025-12-31 13F/A-1 CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 30,231 4,009 15.29 174 3.57 0.0006
2026-01-28 2025-12-31 13F CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 938,098 911,876 87,819 0.0523
2025-11-14 2025-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 26,222 0 0.00 168 29.23 0.0006
2025-08-13 2025-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 26,222 1,848 7.58 130 27.45 0.0004
2025-04-30 2025-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 24,374 -1,705 -6.54 103 -18.40 0.0004
2025-02-06 2024-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 26,079 -678 -2.53 125 35.87 0.0004
2024-11-19 2024-09-30 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 26,757 -1,819 -6.37 92 -25.81 0.0003
2024-11-15 2024-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 26,757 -1,819 92 0.0001
2024-07-31 2024-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 28,576 132 0.46 124 -24.85 0.0004
2024-05-07 2024-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 28,444 -1,045 -3.54 165 -9.34 0.0006
2024-02-06 2023-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 29,489 2,627 9.78 183 9.64 0.0007
2023-11-02 2023-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 26,862 918 3.54 167 -4.60 0.0007
2023-08-09 2023-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 25,944 -3,236 -11.09 175 -11.68 0.0007
2023-05-11 2023-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 29,180 -2,520 -7.95 198 -1.50 0.0008
2023-02-13 2022-12-31 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 31,700 2,335 7.95 201 17.65 0.0008
2023-02-13 2022-12-31 13F CUMMINS COM 23204X103 28,832 -533 1,609 0.0065
2022-11-17 2022-09-30 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 29,365 -3,740 -11.30 170 -8.11 0.0008
2022-11-14 2022-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 29,365 -3,740 170 0.0001
2022-08-05 2022-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 33,105 33,105 185 0.0009
2022-05-09 2022-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 0 -27,038 -100.00 0 -100.00
2022-02-07 2021-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 27,038 316 1.18 216 -13.60 0.0009
2021-10-28 2021-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 26,722 282 1.07 250 -0.79 0.0011
2021-08-13 2021-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 26,440 10,233 63.14 252 66.89 0.0011
2021-05-06 2021-03-31 13F NESCO HLDGS COM 64083J104 16,207 -4,433 -21.48 151 -1.31 0.0007
2021-02-12 2020-12-31 13F NESCO HLDGS COM 64083J104 20,640 20,640 153 0.0007
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.