CTOS
Custom Truck One Source, Inc. · Industrials · Rental & Leasing Services
Señales de momentum (gestores comparables):
amplitud de titulares -16.7% ·
flujo de acciones -0.8% ·
nuevas posiciones netas -20.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | +2 | 48.36M | $568.75M | +9 | −7 |
| Q1 2026 | 84 | +11 | 46.46M | $305.20M | +15 | −4 |
| Q4 2025 | 73 | +1 | 44.29M | $255.26M | +1 | — |
| Q3 2025 | 15 | +2 | 12.24M | $78.61M | +2 | — |
| Q2 2025 | 10 | -2 | 10.41M | $51.45M | — | −2 |
| Q1 2025 | 9 | +2 | 2.86M | $12.06M | +3 | −1 |
| Q4 2024 | 7 | 0 | 3.55M | $17.06M | +2 | −2 |
| Q3 2024 | 6 | +2 | 1.74M | $6.00M | +3 | −1 |
| Q2 2024 | 4 | — | 1.40M | $6.09M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 4.19M | — | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 4.19M | — | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 4.19M | — | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 4.19M | — | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 4.19M | — | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 4.19M | — | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 4.19M | — | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 4.19M | — | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 4.19M | — | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 4.19M | — | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 4.19M | — | $20.68M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (pasivo) | 3.14M | — | $15.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (pasivo) | 3.14M | — | $15.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (pasivo) | 3.14M | — | $15.52M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (pasivo) | 3.14M | — | $15.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (pasivo) | 3.14M | — | $15.52M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Geode Capital Management ✦ (pasivo) | 1.35M | +12.7% | $6.65M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Geode Capital Management ✦ (pasivo) | 1.35M | +12.7% | $6.65M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (pasivo) | 1.20M | +3.1% | $5.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 319.19K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 319.19K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Point72 Asset Management ✦ | 114.31K | -16.1% | $564,700 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 40.52K | +171.1% | $200,183 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 40.52K | +171.1% | $200,183 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 40.52K | +171.1% | $200,183 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 40.52K | +171.1% | $200,183 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 30.21K | +40.7% | $150,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 20.70K | +18.6% | $102,238 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 20.36K | -91.4% | $100,583 | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Renaissance Technologies | $224,504 | era 0.0% |
| Millennium Management | $95,769 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 169 tenedores, 218.05M acciones, $1.43B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.