LAMR
Lamar Advertising Co-a
5 super-investors hold LAMR worth a combined $189M. The largest position: Tom Bancroft at 11.9% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 38 — ranked #148 of 724 scored stocks. Conviction easing: 2 fewer super-investors hold it than in 2025Q4.
Why super-investors own LAMR
John Armitage holds the dominant position in dollar terms — $138M representing 1.5% of his portfolio — and added to it in 2026Q1, making him the clearest expression of conviction in this five-owner cohort whose combined $189M stake is concentrated in relatively few hands. Tom Bancroft carries the highest portfolio weighting at 11.9% but trimmed this quarter, a modest divergence from Armitage's direction. Thomas Gayner, Joel Greenblatt, and Thomas Russo round out ownership at negligible portfolio weights. The owner-count trend tells a cautionary story: after expanding from 2 to 4 holders across the prior six quarters, the cohort has contracted back to a reported 2 in the most recent period — though five holders appear in the current data — suggesting interest in LAMR among this group remains narrow and somewhat unstable.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
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 |
Owners of LAMR also hold
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.