CTOS Smart Money
Custom Truck One Source, Inc.
1W: -1.0%
1M: -4.5%
3M: -12.8%
YTD: +55.5%
1Y: +41.2%
3Y: +53.1%
5Y: +8.2%
$10.48
+1.47 (+16.32%)
After Hours: $10.16 (-0.32, -3.10%)
Weekly Expected Move ±5.7%
$8
$9
$9
$10
$10
Credit Risk of going bust: higher than 75% of companies Debt: 54.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.88 (down 90%), Custom Truck One Source, Inc. would be worth roughly what it owes.
Total debt $2.43B against a stock market value of $2.05B.
Distance to default 3.06 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $1.60B (short-term plus half of long-term), stock volatility 46.4%; Altman Z'' 0.70. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.88 (down 90%), Custom Truck One Source, Inc. would be worth roughly what it owes.
Total debt $2.43B against a stock market value of $2.05B.
Distance to default 3.06 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $1.60B (short-term plus half of long-term), stock volatility 46.4%; Altman Z'' 0.70. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026208
Institutions Holding
+10 vs prior
128.3%
Ownership
+58.13%
37
New
76
Increased
77
Reduced
20
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-04-01 | Ross Joe P. | officer: president - sales | F-Tax Withholding | 33,788 | $6.62 | $224K | Filing |
| 2026-04-01 | Ross Joe P. | officer: president - sales | M-Option Exercise | 75,000 | $— | $0 | Filing |
| 2026-04-01 | Ross Fredrick M. Jr. | director | F-Tax Withholding | 39,441 | $6.62 | $261K | Filing |
| 2026-04-01 | Ross Fredrick M. Jr. | director | M-Option Exercise | 131,250 | $— | $0 | Filing |
| 2026-04-01 | Rich Thomas R. | officer: president - rentals | F-Tax Withholding | 22,538 | $6.62 | $149K | Filing |
| 2026-04-01 | Rich Thomas R. | officer: president - rentals | M-Option Exercise | 75,000 | $— | $0 | Filing |
| 2026-04-01 | JOLAS PAUL M | officer: evp, general counsel & sec. | F-Tax Withholding | 19,923 | $6.62 | $132K | Filing |
| 2026-04-01 | JOLAS PAUL M | officer: evp, general counsel & sec. | M-Option Exercise | 50,625 | $— | $0 | Filing |
| 2026-04-01 | Eperjesy Christopher J | officer: chief financial officer | F-Tax Withholding | 40,547 | $6.62 | $268K | Filing |
| 2026-04-01 | Eperjesy Christopher J | officer: chief financial officer | M-Option Exercise | 90,000 | $— | $0 | Filing |
| 2026-04-01 | McMonagle Ryan | officer: chief executive officer | F-Tax Withholding | 54,906 | $6.62 | $363K | Filing |
| 2026-04-01 | McMonagle Ryan | officer: chief executive officer | M-Option Exercise | 121,875 | $— | $0 | Filing |
| 2026-02-23 | JOLAS PAUL M | officer: evp, general counsel & sec. | A-Grant/Award | 16,739 | $— | $0 | Filing |
| 2026-02-23 | McMonagle Ryan | officer: chief executive officer | A-Grant/Award | 40,292 | $— | $0 | Filing |
| 2026-02-23 | Ross Fredrick M. Jr. | director | A-Grant/Award | 43,392 | $— | $0 | Filing |
| 2026-02-23 | Ross Joe P. | officer: president - sales | A-Grant/Award | 24,796 | $— | $0 | Filing |
| 2026-02-23 | Rich Thomas R. | officer: president - rentals | A-Grant/Award | 24,796 | $— | $0 | Filing |
| 2026-02-23 | Eperjesy Christopher J | officer: chief financial officer | A-Grant/Award | 27,895 | $— | $0 | Filing |
| 2025-10-17 | EIN MARK | director | J-Other | 3,670,279 | $— | $0 | Filing |
| 2025-04-01 | JOLAS PAUL M | officer: evp, gen. counsel & secretary | F-Tax Withholding | 13,960 | $4.20 | $59K | Filing |
| 2025-04-01 | Ross Joe P. | officer: president - sales | M-Option Exercise | 100,000 | $— | $0 | Filing |
| 2025-04-01 | Eperjesy Christopher J | officer: chief financial officer | F-Tax Withholding | 30,537 | $4.20 | $128K | Filing |
| 2025-04-01 | Eperjesy Christopher J | officer: chief financial officer | M-Option Exercise | 67,500 | $— | $0 | Filing |
| 2025-04-01 | Rich Thomas R. | officer: president - rentals | M-Option Exercise | 100,000 | $— | $0 | Filing |
| 2025-04-01 | McMonagle Ryan | officer: chief executive officer | F-Tax Withholding | 73,208 | $4.20 | $307K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC/DE | 156,743,635 | $1.9B | — | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 6,172,555 | $73M | +569,717 | 2026-06-30 | Filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,156,876 | $73M | +481,958 | 2026-06-30 | Filing |
| Canvas Wealth Advisors, LLC | 5,982,649 | $71M | -1,036,877 | 2026-06-30 | Filing |
| BlackRock, Inc. | 4,574,024 | $54M | +321,052 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,578,410 | $30M | +52,666 | 2026-06-30 | Filing |
| Allspring Global Investments Holdings, L | 2,692,878 | $30M | -1,221,255 | 2026-06-30 | Filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,202,031 | $26M | +1,145,481 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 1,877,617 | $22M | +1,361,882 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,727,646 | $20M | +257,010 | 2026-06-30 | Filing |
| Alyeska Investment Group, L.P. | 1,642,331 | $19M | -1,183,489 | 2026-06-30 | Filing |
| Boston Partners | 1,625,092 | $19M | -391,314 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 1,587,319 | $19M | +817,100 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,518,554 | $18M | +32,503 | 2026-06-30 | Filing |
| FIRST TRUST ADVISORS LP | 1,510,931 | $18M | +209,580 | 2026-06-30 | Filing |
| MORGAN STANLEY | 1,258,227 | $15M | +360,702 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 1,193,457 | $14M | -2,379 | 2026-06-30 | Filing |
| ALGERT GLOBAL LLC | 1,174,190 | $14M | +978,430 | 2026-06-30 | Filing |
| Clearbridge Investments, LLC | 1,006,418 | $12M | -397,547 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 954,705 | $11M | +447,396 | 2026-06-30 | Filing |