Resilient Cash Flows and Organic Drivers Position McGrath RentCorp (MGRC) for Long-Term Growth
The London Company's Q2 2026 investor letter highlights McGrath RentCorp (MGRC) as a new portfolio addition. MGRC, a B2B rental company, has a market cap of $2.73B, closed at $111.76, and has seen a 6.43% decline over the past year. The company operates in modular buildings, portable storage, and electronic test equipment, with stable cash flows and growth potential.
