LAMR

Lamar Advertising Co-a

5 super-investor ownerscombined $229Mlargest position 11.9%

1 TRIM

5 of the 83 super-investors we track hold LAMR, worth a combined $229M per their latest 13F filings. The largest position: Tom Bancroft at 11.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 35 of 100 (how strongly the cohort backs it) — ranked #208 of 742 stocks. The stock is up 5.1x since a tracked investor first held it at conviction size (Q4 2014 or earlier).

Held through it: Tom Bancroft (15q straight), Richard Pzena (21q straight), John Armitage (3q straight). All multibaggers the cohort held →

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Why super-investors own LAMR

LAMR is held by 5 super-investors in our cohort, with a combined position value of $229M. The highest-conviction owner is Tom Bancroft at 11.9% of their portfolio. Cohort ownership has shrunk from 6 to 4 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 4

Peak: 6

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	John Armitage	1.6%	4q	$170M	1,090,619
2	Thomas Gayner	0.2%	26q	$30M	193,000
3	Tom Bancroft	11.9%	15q	$15M	120,000
4	Joel Greenblatt	<0.1%	38q	$13M	84,081
5	Thomas Russo	<0.1%	40q	$837K	5,368