Resilient Cash Flows and Organic Drivers Position McGrath RentCorp (MGRC) for Long-Term Growth
The London Company, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Strategy.” U.S.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Paradice Investment Management David Paradice | 224,456 | $25,666,544 | -1% | 4.32% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.98 | 72 | $2,158.56 | 7,242 | 2016-10-31 | Filing | |
| $29.98 | 137 | $4,107.26 | 15,433 | 2016-10-31 | Filing | |
| $31.86 | 67 | $2,134.62 | 7,170 | 2016-07-29 | Filing | |
| $31.86 | 128 | $4,078.08 | 15,296 | 2016-07-29 | Filing | |
| $24.68 | 85 | $2,097.80 | 7,103 | 2016-04-29 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $115.04 | 7,500 | $862,824.75 | 144,049 | 2026-10-01 | Filing | |
| $122.00 | 1,325 | $161,650.00 | 7,831 | 2026-08-18 | Filing | |
| $124.00 | 5 | $620.00 | 13,371 | 2026-08-11 | Filing | |
| $120.91 | 4,430 | $535,635.73 | 13,376 | 2026-08-11 | Filing | |
| $120.41 | 2,000 | $240,820.20 | 10,634 | 2026-08-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 140,571 | $16,074,294 | 1.72% | |
| 2. | 48,388 | $5,533,168 | 0.1% | |
| 3. | 30,373 | $3,473,153 | 0.45% | |
| 4. | 3,245 | $2,352,882 | 1.36% | |
| 5. | 11,267 | $1,288,387 | 0.15% |