STONERIDGE INVESTMENT PARTNERS LLC CTOS — CUSTOM TRUCK ONE SOURCE, INC

Ownership history in STONERIDGE INVESTMENT PARTNERS LLC  ·  9 quarters on record

AI Ownership Summary

STONERIDGE INVESTMENT PARTNERS LLC reported CUSTOM TRUCK ONE SOURCE, INC (CTOS) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q3. The latest visible filing shows CTOS at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CTOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STONERIDGE INVESTMENT PARTNERS LLC's position in CUSTOM TRUCK ONE SOURCE, INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CTOS was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CTOS stock page STONERIDGE INVESTMENT PARTNERS LLC fund profile STONERIDGE INVESTMENT PARTNERS LLC full holdings
How STONERIDGE INVESTMENT PARTNERS LLC held CTOS — position size vs. price
% of Fund (quarterly)    CTOS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 27,359 — 0% 0.13% $180 2026-05-06 $9.97
2025 Q4 REDUCED 16.6% +14.1% ❌ 27,359 -5,454 -16.6% 0.11% $158K 2026-02-05 $6.51
2025 Q3 ADDED — — — 32,813 +2,478 +8.2% 0.14% $211K 2025-10-31 $5.89
2025 Q2 UNCHANGED — — — 30,335 — 0% 0.11% $150K 2025-08-11 $5.60
2025 Q1 UNCHANGED — — — 30,335 — 0% 0.11% $128K 2025-05-14 $4.68
2024 Q4 ADDED — — — 30,335 +5,478 +22.0% 0.05% $146K 2025-01-28 $5.08
2024 Q3 ADDED — — — 24,857 +135 +0.5% 0.03% $86K 2024-10-30 $3.97
2024 Q2 UNCHANGED — — — 24,722 — 0% 0.04% $108K 2024-08-08 $4.25
2024 Q1 INITIATED — — — 24,722 — — 0.05% $144K 2024-05-06 $3.88

🏢 Other funds also holding CTOS

As of 2026 Q1 — sorted by position size

Platinum Equity Advisors, LLC/DE 3Y 11.6% Canvas Wealth Advisors, LLC 3Y 7.84% Intrinsic Edge Capital Management LLC 3Y 7Y 0.96% SANDLER CAPITAL MANAGEMENT 3Y 7Y 0.42% Register Financial Advisors LLC 3Y 0.42% HEARTLAND ADVISORS INC 3Y 7Y 0.34% Sendero Wealth Management, LLC 3Y 0.28% EntryPoint Capital, LLC 0.28% Private Capital Management, LLC 3Y 7Y 0.21% VARCOV Co. 0.17%

FAQ About STONERIDGE INVESTMENT PARTNERS LLC and CTOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has STONERIDGE INVESTMENT PARTNERS LLC reported owning CTOS?

STONERIDGE INVESTMENT PARTNERS LLC reported CTOS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CTOS position in STONERIDGE INVESTMENT PARTNERS LLC's portfolio?

The largest reported portfolio weight for CTOS was 0.14% in 2025 Q3.

What is the latest reported CTOS position on this page?

The most recent filing on this page is 2026 Q1, when STONERIDGE INVESTMENT PARTNERS LLC reported 27,359 shares, equal to 0.13% of portfolio, with an estimated market value of $180.

What does the chart on this CTOS ownership page compare?

The chart compares STONERIDGE INVESTMENT PARTNERS LLC's quarterly CTOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STONERIDGE INVESTMENT PARTNERS LLC time their CTOS position?

Based on 13F filing dates vs. subsequent CTOS price moves, STONERIDGE INVESTMENT PARTNERS LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on CTOS relative to SPY over the holding period was +32.9%.

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