John Armitage's LAMR Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 1.09 M shares of Lamar Advertising Company (LAMR) worth $170.11 M, representing 1.64% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 4 quarters.
Based on 13F filings, John Armitage has maintained this position in LAMR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 366,661 shares. Largest reduction occurred in Q4 2025, reducing 1,774 shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Lamar Advertising Company (LAMR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lamar Advertising Company (LAMR) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1,875 | Add 0.17% | 1.09 M | $155.98 |
| Q1 2026 | +366,661 | Add 50.78% | 1.09 M | $126.66 |
| Q4 2025 | -1,774 | Reduce 0.25% | 722,083 | $126.58 |
| Q3 2025 | +723,857 | New Buy | 723,857 | $122.42 |
John Armitage's Lamar Advertising Company Investment FAQs
John Armitage first purchased Lamar Advertising Company (LAMR) in Q3 2025, acquiring 723,857 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Lamar Advertising Company (LAMR) for 4 quarters since Q3 2025.
John Armitage's largest addition to Lamar Advertising Company (LAMR) was in Q3 2025, adding 723,857 shares worth $88.61 M.
According to the latest 13F filing for Q2 2026, John Armitage's firm, Egerton Capital (Uk) Llp, owns 1,090,619 shares of Lamar Advertising Company (LAMR), valued at approximately $170.11 M.
As of the Q2 2026 filing, Lamar Advertising Company (LAMR) represents approximately 1.64% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Lamar Advertising Company (LAMR) was 1,090,619 shares, as reported at the end of Q2 2026.