← Super investors
LAMR
Lamar Advertising Co-a
5 super-investor ownerscombined $189Mlargest position 11.9%
1 ADD1 TRIM
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 2
Peak: 4
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Armitage | 1.5% | 3q | $138M | 1,088,744 |
| 2 | Thomas Gayner | 0.2% | 25q | $24M | 193,000 |
| 3 | Tom Bancroft | 11.9% | 15q | $15M | 120,000 |
| 4 | Joel Greenblatt | <0.1% | 38q | $11M | 84,395 |
| 5 | Thomas Russo | <0.1% | 40q | $680K | 5,368 |
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| John Armitage | ADD | 1.5% | +51% | $138M | May 13, 2026 |
| Tom Bancroft | TRIM | 11.9% | -29% | $15M | Feb 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 512816109. Not investment advice.