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 Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $11.63 M.
Top institutional holders include Mario Gabelli and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $5.35 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 196.9%. Conversely, Cliff Asness reduced exposure by 60.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for McGrath RentCorp (MGRC)
Major holders include Mario Gabelli ($3.57 M), Cliff Asness ($3.39 M), HOTCHKIS & WILEY ($3.24 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 108,887 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $5.35 M, with 2 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited MGRC. The total reported sell value was $6.25 M.
Yes, 0 managers opened new positions in MGRC, and 2 increased their existing holdings. The total reported buy value was $900,404.54.