BCP
MGRC icon

Bayberry Capital Partners’s McGrath RentCorp MGRC Stock Holding History

Bayberry Capital Partners’s Portfolio MGRC Stock Details MGRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-67,000
Closed -$7.86M – 34
2025
Q3 		$7.86M Sell
67,000
-23,049
-26% -$2.78M 1.87% 19
2025
Q2 		$10.4M Hold
90,049
– – 3.35% 15
2025
Q1 		$10M Buy
90,049
+13,049
+17% +$1.54M 2.77% 14
2024
Q4 		$8.61M Buy
+77,000
New +$8.83M 3.28% 14

Other funds holding MGRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bayberry Capital Partners's MGRC Position: Q4 2025 in Review

Bayberry Capital Partners sold out of McGrath RentCorp (MGRC) in Q4 2025, closing a stake of 67,000 shares — an estimated $7.86M sold.

Bayberry Capital Partners first reported a position in MGRC in Q4 2024 and held it in 4 quarters. The position peaked at $10.4M in Q2 2025. 272 funds tracked by Wall St. Rank hold MGRC as of Q4 2025.

  • Bayberry Capital Partners reported no remaining McGrath RentCorp position as of Q4 2025 after selling out during the quarter.
  • Bayberry Capital Partners sold 67,000 McGrath RentCorp shares in Q4 2025, an estimated $7.86M.
  • Bayberry Capital Partners first reported a position in McGrath RentCorp in Q4 2024 and held it in 4 quarters.
  • Bayberry Capital Partners's McGrath RentCorp position peaked at $10.4M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held McGrath RentCorp as of Q4 2025.

Based on Bayberry Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.