Letters by company

Mcgrath Rentcorp

1 letter discussing MGRC. Everything written about it on this site is on its ticker page.

The London Company Market Observations & Portfolio Commentary Small Cap – 3Q2026 vs. Russell 2000 The Small Cap portfolio emphasized durable, lower-volatility businesses as rising rates, oil prices and widening low-quality credit spreads challenged speculative smaller stocks. It added Churchill Downs and Vontier, completed a full McGrath RentCorp position, and exited UniFirst and Enovis while maintaining conviction in Haemonetics, Qualys, Acushnet, Landstar and Marten Transport. 3Q2026 CHDN $5.6BGOLF $4.7BHAE $5.5B