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Lamar Advertising Company

LAMR Real Estate
$155.14 +$1.07 (0.69%)
Market Cap: $15.75 B
Gurus Holding
9
Popularity Rank
#562
% of Shares Held
2.91%
Net Activity (Q1 2026)
-$84.32 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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $458.96 M.

Top institutional holders include John Armitage and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $84.32 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 23.6%. Conversely, Paul Tudor Jones reduced exposure by 70.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$86.11 M
Total Buy Value
New Buys 2
Additions 5
-$170.43 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
7

FAQs for Lamar Advertising Company (LAMR)

Major holders include John Armitage ($170.11 M), Cliff Asness ($154.29 M), Tom Gayner ($30.1 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.96 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $84.32 M, with 7 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited LAMR. The total reported sell value was $170.43 M.

Yes, 2 managers opened new positions in LAMR, and 5 increased their existing holdings. The total reported buy value was $86.11 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.64% Add 0.2% 1,090,619 $170.11 M Q2 2026
0.07% Add 0.6% 1,245,103 $154.29 M Q1 2026
0.23% 193,000 $30.1 M Q2 2026
0.21% Reduce -6.9% 169,694 $26.47 M Q2 2026
0.02% Reduce -0.5% 97,712 $15.24 M Q2 2026
0.03% Add 23.6% 90,129 $11.42 M Q1 2026
0.01% Reduce -70.5% 60,132 $7.62 M Q1 2026
0.01% Reduce -12.5% 6,584 $1.03 M Q2 2026
0.01% 5,368 $837,301 Q2 2026
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