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Lamar Advertising Company

LAMR Real Estate
$149.08 +$1.38 (0.93%)
Market Cap: $15.14 B
Gurus Holding
11
Popularity Rank
#370
% of Shares Held
3.15%
Net Activity (Q2 2026)
+$35.62 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 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $477.1 M.

Top institutional holders include Cliff Asness and John Armitage.

Institutional sentiment is currently Bullish. This is evidenced by a $35.62 M net inflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Mario Gabelli reduced exposure by 12.5%.

Key Holders

Top 5 by Value

$222.01 M
$170.11 M
$30.1 M
$21.75 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$37.8 M
Total Buy Value
New Buys 2
Additions 4
-$2.18 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
6

FAQs for Lamar Advertising Company (LAMR)

Major holders include Cliff Asness ($222.01 M), John Armitage ($170.11 M), Tom Gayner ($30.1 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 3.2 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $35.62 M, with 6 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited LAMR. The total reported sell value was $2.18 M.

Yes, 2 managers opened new positions in LAMR, and 4 increased their existing holdings. The total reported buy value was $37.8 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Add 15.2% 1,434,345 $222.01 M Q2 2026
1.64% Add 0.2% 1,090,619 $170.11 M Q2 2026
0.23% 193,000 $30.1 M Q2 2026
0.21% Reduce -6.9% 169,694 $26.47 M Q2 2026
0.05% Add 54.7% 139,433 $21.75 M Q2 2026
0.02% Reduce -0.5% 97,712 $15.24 M Q2 2026
0.01% Add 2.2% 61,469 $9.59 M Q2 2026
0.01% Reduce -12.5% 6,584 $1.03 M Q2 2026
0.01% 5,368 $837,301 Q2 2026
0.00% New Buy 2,019 $314,923 Q2 2026
0.00% New Buy 34 $5,317 Q2 2026
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Transaction
Value
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SEC Form