Eminence Capital’s McGrath RentCorp MGRC Stock Holding History

Eminence Capital’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
2026 Q2	–	Sell	-805,829	Closed	-$88.9M	–	16
2026 Q1	$88.9M	Sell	805,829 -143,844	-15%	-$16M	2.04%	22
2025 Q4	$99.6M	Buy	949,673 +4,701	+0.5%	+$510K	1.58%	29
2025 Q3	$111M	Buy	944,972 +49,930	+6%	+$6.03M	1.34%	32
2025 Q2	$104M	Buy	895,042 +54,971	+7%	+$6.1M	1.25%	34
2025 Q1	$93.6M	Buy	840,071 +89,773	+12%	+$10.6M	1.56%	33
2024 Q4	$83.9M	Buy	+750,298	New	+$86.1M	1.28%	39

Other funds holding MGRC

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return