Sendero Wealth Management, LLC
Position in CTOS — Custom Truck One Source, Inc.
CIK 1639375
SAN ANTONIO, TX
Position in CTOS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,406,216
+$2,838,680 QoQ
Shares Held
457,766
+17.1% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#34
of 184 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CTOS Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Sendero Wealth Management, LLC holds $5,669,932 across 2 Rental & Leasing Services names. CTOS ranks #1 (95.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTOS |
Custom Truck One Source, Inc.
This page
|
457,766 | $5,406,216 | |
| 2 | AER |
AerCap Holdings N.V.
|
1,809 | $263,716 |
All Filings in CTOS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,406,216 | 457,766 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,567,536 | 390,797 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,250,990 | 390,797 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,508,916 | 390,797 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,930,537 | 390,797 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $687,016 | 162,800 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $783,068 | 162,800 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $561,660 | 162,800 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $708,180 | 162,800 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $889,296 | 152,800 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $944,304 | 152,800 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $823,360 | 132,800 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $895,072 | 132,800 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||