London Company Buys McGrath RentCorp, Citing 20% ROIC
The London Company's Small Cap Strategy initiated MGRC in Q2 2026, citing 20%+ ROIC, market share growth from 4% to 14%, and underappreciated cash flows.
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Investor Letter
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The London Company's Small Cap Strategy initiated MGRC in Q2 2026, citing 20%+ ROIC, market share growth from 4% to 14%, and underappreciated cash flows.