Custom Truck One Source, Inc.
DE ˙ DB ˙ US23204X1037
SecurityDE:65W0 / Custom Truck One Source, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership897,525 shares
Latest Disclosed Value $ 5,896,739
Morgan Stanley reports 25.58% increase in ownership of 65W0 / Custom Truck One Source, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 897,525 shares of Custom Truck One Source, Inc. (DE:65W0) valued at $5,896,739 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 714,693 shares of Custom Truck One Source, Inc.. This represents a change in shares of 25.58% 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)
2026-05-15 2026-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 897,525 182,832 25.58 5,897 43.25 0.0004
2026-05-27 2025-12-31 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 714,693 -7,612 -1.05 4,117 -11.24 0.0002
2026-02-13 2025-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 714,693 -7,612 4,117 0.0002
2026-05-27 2025-09-30 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 722,305 318,918 79.06 4,637 132.78 0.0003
2025-11-14 2025-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 722,305 318,918 4,637 0.0003
2025-08-15 2025-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 403,387 -31,710 -7.29 1,993 8.50 0.0001
2025-05-15 2025-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 435,097 50,106 13.01 1,836 -0.81 0.0001
2025-05-15 2024-12-31 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 384,991 -2,601 -0.67 1,852 38.44 0.0001
2025-02-14 2024-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 384,991 -2,601 1,852 0.0001
2025-05-14 2024-09-30 13F/A-2 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 387,592 154,664 66.40 1,337 31.98 0.0001
2025-02-14 2024-09-30 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 387,592 154,664 1,337 0.0001
2024-11-14 2024-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 387,592 154,664 1,337 0.0000
2025-05-14 2024-06-30 13F/A-2 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 232,928 -10,532 -4.33 1,013 -28.46 0.0001
2024-10-17 2024-06-30 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 232,928 -10,532 1,013 0.0001
2024-08-14 2024-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 232,928 -10,532 1,013 0.0001
2024-10-17 2024-03-31 13F/A-2 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 243,460 -96,390 -28.36 1,417 -32.57 0.0001
2024-08-16 2024-03-31 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 243,460 -96,390 1,417 0.0000
2024-05-15 2024-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 243,460 -96,390 1,417 0.0001
2024-08-16 2023-12-31 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 339,850 187,922 123.69 2,100 123.17 0.0002
2024-02-13 2023-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 339,850 187,922 2,100 0.0002
2023-11-15 2023-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 151,928 -6,619 -4.17 942 -11.89 0.0001
2023-08-14 2023-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 158,547 60,196 61.21 1,069 60.12 0.0001
2023-05-15 2023-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 98,351 16,754 20.53 668 29.51 0.0001
2023-02-14 2022-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 81,597 -5,229 -6.02 516 1.78 0.0001
2022-11-14 2022-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 86,826 9,058 11.65 506 16.32 0.0001
2022-10-27 2022-06-30 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 77,768 5,413 7.48 435 -28.34 0.0001
2022-08-15 2022-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 77,768 5,413 435 0.0001
2022-10-27 2022-03-31 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 72,355 -60,188 -45.41 607 -42.68 0.0001
2022-05-13 2022-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 72,355 -60,188 607 0.0001
2022-02-14 2021-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 132,543 -290,913 -68.70 1,059 -73.20 0.0001
2021-11-15 2021-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 423,456 162,781 62.45 3,951 59.19 0.0005
2021-08-23 2021-06-30 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 260,675 221,824 570.96 2,482 583.75 0.0003
2021-08-16 2021-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 260,675 221,824 2,482 0.0001
2021-05-17 2021-03-31 13F NESCO HLDGS COM 64083J104 38,851 -2,133 -5.20 363 20.20 0.0001
2021-02-16 2020-12-31 13F NESCO HLDGS COM 64083J104 40,984 36,237 763.37 302 1,489.47 0.0000
2020-11-13 2020-09-30 13F NESCO HLDGS COM 64083J104 4,747 -16,264 -77.41 19 -77.38 0.0000
2020-08-14 2020-06-30 13F NESCO HLDGS COM 64083J104 21,011 4,433 26.74 84 55.56 0.0000
2020-05-26 2020-03-31 13F/A-1 NESCO HLDGS COM 64083J104 16,578 -253 -1.50 54 -21.74 0.0000
2020-05-15 2020-03-31 13F NESCO HLDGS COM 64083J104 16,578 -253 54 4.1483
2020-02-14 2019-12-31 13F NESCO HLDGS COM 64083J104 16,831 -12,382 -42.39 69 -60.57 0.0000
2019-11-14 2019-09-30 13F NESCO HLDGS COM 64083J104 29,213 29,213 175 0.0000
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.