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

SecurityCTOS / Custom Truck One Source, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership167,640 shares
Latest Disclosed Value $ 965,594
Sei Investments Co reports 23.90% increase in ownership of CTOS / Custom Truck One Source, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 167,640 shares of Custom Truck One Source, Inc. (US:CTOS) valued at $965,606 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 135,302 shares of Custom Truck One Source, Inc.. This represents a change in shares of 23.90% during the quarter. The current value of the position is $1,676,400 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)
2026-02-13 2025-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 167,640 32,338 23.90 966 11.18 0.0010
2025-11-13 2025-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 135,302 12,838 10.48 869 43.71 0.0009
2025-08-14 2025-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 122,464 361 0.30 605 17.28 0.0007
2025-05-14 2025-03-31 13F/A-1 CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 122,103 -2,462 -1.98 515 -14.02 0.0007
2025-05-13 2025-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 129,520 4,955 614 0.0007
2025-02-11 2024-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 124,565 -4,160 -3.23 599 34.91 0.0008
2024-11-12 2024-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 128,725 17,439 15.67 444 -8.26 0.0006
2024-08-13 2024-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 111,286 -12,817 -10.33 484 -32.96 0.0007
2024-05-07 2024-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 124,103 -11,732 -8.64 722 -13.95 0.0011
2024-02-14 2023-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 135,835 -5,235 -3.71 839 -4.00 0.0013
2023-11-14 2023-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 141,070 14,418 11.38 875 2.46 0.0016
2023-08-11 2023-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 126,652 15,477 13.92 854 13.13 0.0015
2023-05-12 2023-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 111,175 76,256 218.38 755 242.73 0.0014
2023-02-10 2022-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 34,919 -41,383 -54.24 221 -50.56 0.0005
2022-11-14 2022-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 76,302 792 1.05 445 6.46 0.0010
2022-08-15 2022-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 75,510 49,486 190.16 418 90.00 0.0009
2022-05-13 2022-03-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 26,024 434 1.70 220 6.80 0.0004
2022-02-14 2021-12-31 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 25,590 7,700 43.04 206 21.18 0.0004
2021-11-12 2021-09-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 17,890 3,733 26.37 170 23.19 0.0004
2021-08-06 2021-06-30 13F CUSTOM TRUCK ONE SOURCE COM CL A 23204X103 14,157 827 6.20 138 10.40 0.0003
2021-05-12 2021-03-31 13F NESCO HLDGS COM 64083J104 13,330 13,330 125 0.0003
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.