Portolan Capital Invests $4.17M in Custom Truck One Source

Institutional investor takes stake in specialty rental equipment provider

Mar. 14, 2026 at 9:06am

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Portolan Capital Management LLC acquired a new stake of 649,076 shares in Custom Truck One Source, Inc. (NYSE:CTOS) during the third quarter, valued at approximately $4.17 million. The investment represents about 0.29% ownership in the company, which provides specialty rental equipment, parts, and services across North America.

Why it matters

The investment by Portolan Capital, a prominent institutional investor, signals confidence in Custom Truck One Source's business model and growth prospects. As a provider of critical equipment and services to industries like construction, energy, and telecommunications, Custom Truck One Source plays an important role in supporting infrastructure and economic activity.

The details

Portolan Capital Management acquired the new stake in Custom Truck One Source during the third quarter of the year. The 649,076 shares represent about 0.29% ownership in the $1.33 billion company. Several other hedge funds and institutional investors have also increased their positions in Custom Truck One Source recently, indicating broader market interest.

  • Portolan Capital acquired the new stake in Custom Truck One Source during the third quarter of 2026.

The players

Portolan Capital Management LLC

An institutional investment firm that acquired a new stake in Custom Truck One Source, Inc.

Custom Truck One Source, Inc.

A North American provider of specialty rental equipment, parts, and services to industries such as construction, energy, and telecommunications.

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The takeaway

Portolan Capital's investment in Custom Truck One Source reflects confidence in the company's ability to capitalize on growth opportunities in the specialty equipment rental market, which supports critical infrastructure and economic activity across North America.