Custom Truck One Source, Inc.
US ˙ NYSE ˙ US23204X1037

SecurityCTOS / Custom Truck One Source, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership244,105 shares
Latest Disclosed Value $ 1,603,769
Invesco Ltd. reports 3.03% increase in ownership of CTOS / Custom Truck One Source, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 244,105 shares of Custom Truck One Source, Inc. (US:CTOS) valued at $1,603,770 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 236,927 shares of Custom Truck One Source, Inc.. This represents a change in shares of 3.03% during the quarter. The current value of the position is $2,399,552 USD.

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 244,105 7,178 3.03 1,604 17.52 0.0000
2026-02-19 2025-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 236,927 19,660 9.05 1,365 -2.15 0.0002
2025-11-13 2025-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 217,267 92,684 74.40 1,395 126.67 0.0002
2025-08-13 2025-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 124,583 13,767 12.42 615 31.69 0.0001
2025-05-12 2025-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 110,816 12,617 12.85 468 -1.06 0.0001
2025-02-13 2024-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 98,199 192 0.20 472 39.64 0.0001
2024-11-12 2024-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 98,007 -16,381 -14.32 338 -31.99 0.0001
2024-08-13 2024-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 114,388 16,407 16.75 498 -12.81 0.0001
2024-05-14 2024-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 97,981 18,930 23.95 570 16.80 0.0001
2024-02-13 2023-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 79,051 -25,477 -24.37 489 -24.69 0.0001
2023-11-13 2023-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 104,528 22,652 27.67 648 17.60 0.0002
2023-08-11 2023-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 81,876 6,534 8.67 552 7.83 0.0001
2023-05-12 2023-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 75,342 55,100 272.21 512 302.36 0.0001
2023-02-13 2022-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 20,242 -505 -2.43 128 4.96 0.0000
2022-11-14 2022-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 20,747 943 4.76 121 9.01 0.0000
2022-08-15 2022-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 19,804 -181,127 -90.14 111 -93.42 0.0000
2022-05-16 2022-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 200,931 164,142 446.17 1,686 471.53 0.0004
2022-02-14 2021-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 36,789 -196,716 -84.24 295 -86.46 0.0001
2021-11-15 2021-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 233,505 5,371 2.35 2,179 0.32 0.0006
2021-08-17 2021-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 228,134 -22,991 -9.16 2,172 -7.50 0.0005
2021-05-17 2021-03-31 13F NESCO HLDGS COM 64083J104 251,125 16,235 6.91 2,348 35.57 0.0006
2021-02-16 2020-12-31 13F NESCO HLDGS COM 64083J104 234,890 234,890 1,732 0.0005
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.