Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Mcgrath Rentcorp..... (MGRC)
← All MGRC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2012   Q1 0 0.00 Sell 100.00% 1.11 $28.02–33.35 · VW $30.26i SEC
2011   Q4 92,020 1.11 Reduce 79.71% 3.54 $24.84–31.99 · VW $29.56i $2,668,000 SEC
2011   Q3 453,481 4.44 $23.79 $10,788,000 SEC
2011   Q2 453,481 4.55 $28.08 $12,734,000 SEC
2011   Q1 453,481 4.56 $27.27 $12,366,000 SEC
2010   Q4 453,481 4.87 $26.22 $11,890,000 SEC
2010   Q3 453,481 4.14 Add 83.46% 1.89 $19.93–26.64 · VW $23.96i $10,865,000 SEC
2010   Q2 247,181 2.28 Add 423.90% 1.84 $20.89–27.04 · VW $23.75i $5,631,000 SEC
2010   Q1 47,181 0.58 $24.23 $1,143,000 SEC
2009   Q4 47,181 0.66 Buy 0.66 $19.27–23.50 · VW $21.28i $1,055,000 SEC