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McGrath RentCorp

MGRC Industrials
$115.88 $-1.29 (-1.10%)
Market Cap: $2.85 B
Gurus Holding
6
Popularity Rank
#1521
% of Shares Held
0.48%
Net Activity (Q1 2026)
+$1.04 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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $13.71 M.

Top institutional holders include Mario Gabelli and HOTCHKIS & WILEY.

Institutional sentiment is currently Bullish. This is evidenced by a $1.04 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 112.4%. Conversely, Cliff Asness reduced exposure by 58.1%.

Key Holders

Top 5 by Value

$3.75 M
$2.75 M
$1.49 M
$1.2 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$3.11 M
Total Buy Value
New Buys 2
Additions 2
-$2.07 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for McGrath RentCorp (MGRC)

Major holders include Mario Gabelli ($3.75 M), HOTCHKIS & WILEY ($3.42 M), Ray Dalio ($2.75 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 118,312 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.04 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited MGRC. The total reported sell value was $2.07 M.

Yes, 2 managers opened new positions in MGRC, and 2 increased their existing holdings. The total reported buy value was $3.11 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% 34,000 $3.75 M Q1 2026
0.01% Add 0.6% 31,018 $3.42 M Q1 2026
0.01% Add 112.4% 24,917 $2.75 M Q1 2026
0.00% Reduce -58.1% 13,547 $1.49 M Q1 2026
0.00% New Buy 10,856 $1.2 M Q1 2026
0.00% New Buy 3,974 $438,253 Q1 2026
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