DIMENSIONAL FUND ADVISORS LP

Position in CTOS — Custom Truck One Source, Inc.

CIK 354204 AUSTIN, TX

Position in CTOS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$72,897,872

+$36,087,229 QoQ

Shares Held

6,172,555

+10.2% QoQ

Ownership

2.71%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 186 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 90% Shared 8% None 2%

Industrials · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $2,805,507,088 across 15 Rental & Leasing Services names. CTOS ranks #9 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc.	907,599	$1,028,209,829
2	R	Ryder System Inc	1,604,783	$423,293,609
3	UHAL	U-Haul Holding Co /NV/	5,367,662	$314,856,504
4	GATX	Gatx Corp	1,525,505	$270,304,229
5	HRI	Herc Holdings Inc	1,331,262	$190,823,094
6	WLFC	Willis Lease Finance Corp	4,935,546	$125,469,705
7	WSC	WillScot Holdings Corp	4,100,216	$118,332,231
8	MGRC	Mcgrath Rentcorp	975,053	$118,010,661

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,897,872	6,172,555	+10.2%	Shares	Sole	2026-08-11
2026-03-31	$36,810,643	5,602,838	+15.3%	Shares	Sole	2026-05-07
2025-12-31	$27,999,249	4,860,981	+10.6%	Shares	Sole	2026-02-12
2025-09-30	$28,223,357	4,396,162	+8.3%	Shares	Sole	2025-11-12
2025-06-30	$20,050,855	4,058,878	+18.9%	Shares	Sole	2025-08-12
2025-03-31	$14,400,828	3,412,519	+22.8%	Shares	Sole	2025-05-13
2024-12-31	$13,362,475	2,778,062	+2.7%	Shares	Sole	2025-02-13
2024-09-30	$9,331,727	2,704,849	+20.4%	Shares	Sole	2024-11-07
2024-06-30	$9,770,358	2,246,060	+22.4%	Shares	Sole	2024-08-09
2024-03-31	$10,680,658	1,835,165	+57.8%	Shares	Sole	2024-05-10
2023-12-31	$7,186,188	1,162,814	+165.0%	Shares	Sole	2024-02-07
2023-09-30	$2,720,881	438,852	+369.2%	Shares	Sole	2023-11-09
2023-06-30	$630,376	93,528	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.