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Waterloo Capital, L.P.: CTAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on CTAS, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 3,028 CTAS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,028 shares
    Change vs previous 13F -2,761 shares

    0.03% of the 13F portfolio, value $515,004.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,789 shares
    Change vs previous 13F -895 shares

    0.07% of the 13F portfolio, value $979,156.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,684 shares
    Change vs previous 13F +278 shares

    0.09% of the 13F portfolio, value $1,257,036.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,406 shares
    Change vs previous 13F +247 shares

    0.1% of the 13F portfolio, value $1,314,976.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,159 shares
    Change vs previous 13F +489 shares

    0.11% of the 13F portfolio, value $1,372,549.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,670 shares
    Change vs previous 13F +3,224 shares

    0.11% of the 13F portfolio, value $1,165,336.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,446 shares
    Change vs previous 13F +7 shares

    0.05% of the 13F portfolio, value $446,838.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,439 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $502,126.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).