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MCGRATH RENTCORP MGRC

McGrath RentCorp operates as a business-to-business rental company in the United States and internationally. The company also engages in renting and selling relocatable modular buildings, portable storage containers, and electronic test equipment. The company operates through four segments: Mobile Modular, Portable Storage, TRS-RenTelco, and Enviroplex.

Company profile

Business mix

  • The company also engages in renting and selling relocatable modular buildings, portable storage containers, and electronic test equipment.
  • The company operates through four segments: Mobile Modular, Portable Storage, TRS-RenTelco, and Enviroplex.
  • The Mobile Modular segment rents and sells modular buildings designed for use as classrooms, temporary offices adjacent to existing facilities, sales offices, construction field offices, restroom buildings, health care clinics, childcare facilities.
  • The Portable Storage segment offers steel containers, such as storage and office containers, to provide temporary storage solutions to construction, retail, commercial and industrial, energy and petrochemical, manufacturing, education, and healthcare markets.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in rental & leasing services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Eminence Capital Ricky Sandler 2.0% $88.9M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $9.8M Estimated from net reduced shares
Net share change / base shares -10.0% -89,213 / 895,042
Eminence Capital Ricky Sandler 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 5.6% 13F value change +$7.1M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.5% 13F value change -$11.2M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -15.1% 13F value change -$10.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 895,042 Last 3 periods -89,213 (-10.0%) Total shares 805,829 Value $88.9M

Recent mentions

No public mentions.