SEC 13F Intelligence

Hawkeye Capital Management, LLC / CTOS

Hawkeye Capital Management, LLC’s Custom Truck One Source Inc Position

Does Hawkeye Capital Management, LLC own Custom Truck One Source Inc (CTOS)? Yes — 2.90M shares worth $18M (+44.23% of its 13F portfolio) as of Q3 2023.

Position Value
$18M
Q3 2023
Shares
2.90M
% of Portfolio
+44.23%
Quarters Held
8
currently held

Position History CTOS

Reported value by quarter
Q4 ’21: $28MQ4 ’21Q1 ’22: $29MQ1 ’22Q2 ’22: $20MQ2 ’22Q3 ’22: $20MQ3 ’22Q4 ’22: $20MQ4 ’22Q1 ’23: $20MQ1 ’23Q2 ’23: $20MQ2 ’23Q3 ’23: $18MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20232.90M$18M+44.23%
Q2 20232.90M$20M+36.83%
Q1 20232.90M$20M+33.06%
Q4 20223.11M$20M+18.09%
Q3 20223.50M$20M+13.36%
Q2 20223.50M$20M+10.71%
Q1 20223.50M$29M+11.58%
Q4 20213.50M$28M+11.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hawkeye Capital Management, LLC’s full portfolio or all institutional holders of CTOS.