The firm increased its McGrath RentCorp holdings by 40,352 shares in Q1, signaling confidence in modular rental demand growth.
Anchor Capital Management raised its stake in McGrath RentCorp (MGRC) by 40,352 shares during the first quarter, a $4.49 million trade based on average pricing. The move lifted the fund’s quarter-end position value by $5.23 million, reflecting both the purchase and market shifts.
McGrath RentCorp, which rents modular buildings and storage containers, has seen shares trade flat over the past year at $115.56, lagging the S&P 500’s 25% gain. The firm’s stake now accounts for 22.03% of Anchor Capital’s 13F assets under management, making it the second-largest holding.
Anchor Capital’s top positions include HLMN ($21.10 million) and LIND ($16.99 million), with MGRC now representing 22.0% of its portfolio. The filing was disclosed in an SEC document dated May 15, 2026.