Guru Ownership Trend
Guru Analysis for Lamar Advertising Company (LAMR)
Lamar Advertising Company (LAMR), a key player in the Real Estate sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $507.28 M.
Top institutional holders include Cliff Asness and Warren Buffett.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $135.42 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 163.3%. Conversely, Mario Gabelli reduced exposure by 0.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.12% | Add 7.6% | 1,587,887 | $193.17 M | Q3 2025 | |
| 0.06% | Add 2.8% | 1,202,110 | $147.16 M | Q3 2025 | |
| 0.93% | New Buy | 723,857 | $88.61 M | Q3 2025 | |
| 0.04% | New Buy | 181,849 | $22.26 M | Q3 2025 | |
| 0.17% | Add 7.6% | 170,000 | $20.81 M | Q3 2025 | |
| 0.04% | Add 163.3% | 71,283 | $8.73 M | Q3 2025 | |
| 0.01% | Reduce -0.3% | 7,172 | $877,996 | Q3 2025 | |
| 0.01% | 5,974 | $731,337 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Lamar Advertising Company (LAMR)
Major holders include Cliff Asness ($193.17 M), Warren Buffett ($147.16 M), John Armitage ($88.61 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.95 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $135.42 M, with 6 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited LAMR. The total reported sell value was $2,693.24.
Yes, 2 managers opened new positions in LAMR, and 4 increased their existing holdings. The total reported buy value was $135.42 M.