Cliff Asness's MGRC Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 32,310 shares of McGrath RentCorp (MGRC) worth $3.39 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in MGRC, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2018, adding 67,252 shares. Largest reduction occurred in Q4 2025, reducing 48,373 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's McGrath Rent (MGRC) Holding Value Over Time
Track share changes against reported price movement
Quarterly McGrath Rent (MGRC) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -48,373 | Reduce 59.95% | 32,310 | $104.93 |
| Q3 2025 | +40,796 | Add 102.28% | 80,683 | $117.30 |
| Q2 2025 | +28,088 | Add 238.05% | 39,887 | $115.96 |
| Q1 2025 | -2,185 | Reduce 15.62% | 11,799 | $111.40 |
| Q4 2024 | +2,854 | Add 25.64% | 13,984 | $111.82 |
| Q3 2024 | +984 | Add 9.70% | 11,130 | $105.28 |
| Q2 2024 | +207 | Add 2.08% | 10,146 | $106.55 |
| Q1 2024 | -13,847 | Reduce 58.21% | 9,939 | $123.37 |
| Q4 2023 | +2,796 | Add 13.32% | 23,786 | $119.62 |
| Q3 2023 | -455 | Reduce 2.12% | 20,990 | $100.24 |
| Q2 2023 | -1,121 | Reduce 4.97% | 21,445 | $92.48 |
| Q1 2023 | +8,810 | Add 64.04% | 22,566 | $93.31 |
| Q4 2022 | +1,286 | Add 10.31% | 13,756 | $98.74 |
| Q3 2022 | +2,495 | Add 25.01% | 12,470 | $83.88 |
| Q2 2022 | -1,709 | Reduce 14.63% | 9,975 | $75.99 |
| Q1 2022 | -2,763 | Reduce 19.13% | 11,684 | $84.99 |
| Q4 2021 | -2,940 | Reduce 16.91% | 14,447 | $80.29 |
| Q3 2021 | -2,160 | Reduce 11.05% | 17,387 | $71.95 |
| Q2 2021 | +19 | Add 0.10% | 19,547 | $81.55 |
| Q1 2021 | -25,709 | Reduce 56.83% | 19,528 | $80.65 |
| Q4 2020 | -5,798 | Reduce 11.36% | 45,237 | $67.09 |
| Q3 2020 | -39,779 | Reduce 43.80% | 51,035 | $59.59 |
| Q2 2020 | -13,812 | Reduce 13.20% | 90,814 | $54.01 |
| Q1 2020 | -22,892 | Reduce 17.95% | 104,626 | $52.38 |
| Q4 2019 | -33,479 | Reduce 20.79% | 127,518 | $76.54 |
| Q3 2019 | -22,499 | Reduce 12.26% | 160,997 | $69.59 |
| Q2 2019 | -24,492 | Reduce 11.78% | 183,496 | $62.15 |
| Q1 2019 | +2,240 | Add 1.09% | 207,988 | $56.57 |
| Q4 2018 | -3,522 | Reduce 1.68% | 205,748 | $51.48 |
| Q3 2018 | +43,168 | Add 25.99% | 209,270 | $54.47 |
| Q2 2018 | +67,252 | Add 68.03% | 166,102 | $63.27 |
| Q1 2018 | +11,487 | Add 13.15% | 98,850 | $53.69 |
| Q4 2017 | -1,045 | Reduce 1.18% | 87,363 | $46.99 |
| Q3 2017 | -40,914 | Reduce 31.64% | 88,408 | $43.74 |
| Q2 2017 | +29,554 | Add 29.62% | 129,322 | $34.63 |
| Q1 2017 | +14,031 | Add 16.37% | 99,768 | $33.57 |
| Q4 2016 | +13,083 | Add 18.01% | 85,737 | $39.19 |
| Q3 2016 | +57,022 | Add 364.78% | 72,654 | $31.71 |
| Q2 2016 | +15,632 | New Buy | 15,632 | $30.64 |
| Q3 2015 | -7,659 | Sold Out | 0 | $0.00 |
| Q2 2015 | +7,659 | New Buy | 7,659 | $30.42 |
| Q1 2015 | -7,183 | Sold Out | 0 | $0.00 |
| Q4 2014 | -1,200 | Reduce 14.31% | 7,183 | $35.92 |
| Q2 2013 | +8,383 | Add 0.00% | 8,383 | $34.12 |
| Q4 2012 | +8,383 | Add 0.00% | 8,383 | $28.99 |
Cliff Asness's McGrath Rent Investment FAQs
Cliff Asness first purchased McGrath RentCorp (MGRC) in Q4 2012, acquiring 8,383 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held McGrath RentCorp (MGRC) for 51 quarters since Q4 2012.
Cliff Asness's largest addition to McGrath RentCorp (MGRC) was in Q2 2018, adding 166,102 shares worth $10.51 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 32,310 shares of McGrath RentCorp (MGRC), valued at approximately $3.39 M.
As of the Q4 2025 filing, McGrath RentCorp (MGRC) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in McGrath RentCorp (MGRC) was 209,270 shares, as reported at the end of Q3 2018.