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Lamar Advertising Company

LAMR Real Estate
$134.14 +$0.21 (0.16%)
Market Cap: $13.59 B
Gurus Holding
8
Popularity Rank
#821
% of Shares Held
3.59%
Net Activity (Q4 2025)
-$39.56 M

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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $487.84 M.

Top institutional holders include Cliff Asness and Warren Buffett.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $39.56 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 11.9%. Conversely, Cliff Asness reduced exposure by 22.1%.

Key Holders

Top 5 by Value

$156.27 M
$152.2 M
$91.4 M
$25.75 M
$23.42 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$4.92 M
Total Buy Value
New Buys 0
Additions 5
-$44.48 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for Lamar Advertising Company (LAMR)

Major holders include Cliff Asness ($156.27 M), Warren Buffett ($152.2 M), John Armitage ($91.4 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.64 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $39.56 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited LAMR. The total reported sell value was $44.48 M.

Yes, 0 managers opened new positions in LAMR, and 5 increased their existing holdings. The total reported buy value was $4.92 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Reduce -22.1% 1,237,457 $156.27 M Q4 2025
0.06% Add 0.0% 1,202,410 $152.2 M Q4 2025
0.99% Reduce -0.3% 722,083 $91.4 M Q4 2025
0.05% Add 11.9% 203,465 $25.75 M Q4 2025
0.19% Add 8.8% 185,000 $23.42 M Q4 2025
0.03% Add 2.3% 72,949 $9.23 M Q4 2025
0.01% Add 3.8% 7,445 $942,388 Q4 2025
0.01% 5,974 $756,189 Q4 2025
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