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The London Company Small Cap's investment thesis on MCGRATH RENTCORP ($MGRC) — Q2 2026 | Buyside Digest

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$MGRCNASDAQMCGRATH RENTCORP

NEUTRAL

The London Company Small Cap—MGRC

Fund Letter

Q2 2026

Published July 29, 2026

View Fund Profile

$120.09USD

+7.6% vs last month

$115.15Pitched

+4.3% since pitch

Market Cap$2.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The London Company Small Cap portfolio returned 12.6% net in Q2 2026, underperforming the Russell 2000's 21.5% gain as strength concentrated in high-beta, high-volatility names rather than quality fundamentals. The top beta...

— The London Company of Virginia, LLC

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