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McGrath RentCorp

MGRC Industrials
$117.16 +$0.35 (0.30%)
Market Cap: $2.86 B
Gurus Holding
6
Popularity Rank
#1357
% of Shares Held
0.53%
Net Activity (Q2 2026)
+$1.21 M

Guru Ownership Trend

Guru Analysis for McGrath RentCorp (MGRC)

McGrath RentCorp (MGRC), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $15.03 M.

Top institutional holders include Mario Gabelli and HOTCHKIS & WILEY.

Institutional sentiment is currently Bullish. This is evidenced by a $1.21 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 181.4%. Conversely, Ray Dalio reduced exposure by 55.9%.

Key Holders

Top 5 by Value

$4.12 M
$3.7 M
$2.11 M
$1.33 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$3.12 M
Total Buy Value
New Buys 0
Additions 3
-$1.92 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for McGrath RentCorp (MGRC)

Major holders include Mario Gabelli ($4.12 M), HOTCHKIS & WILEY ($4.02 M), Steven Cohen ($3.7 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 128,270 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.21 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited MGRC. The total reported sell value was $1.92 M.

Yes, 0 managers opened new positions in MGRC, and 3 increased their existing holdings. The total reported buy value was $3.12 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% 34,000 $4.12 M Q2 2026
0.01% Add 7.1% 33,218 $4.02 M Q2 2026
0.00% Add 181.4% 30,552 $3.7 M Q2 2026
0.00% Add 28.7% 17,435 $2.11 M Q2 2026
0.01% Reduce -55.9% 10,986 $1.33 M Q2 2026
0.00% Reduce -47.7% 2,079 $251,621 Q2 2026
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Value
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SEC Form