John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  Lamar Advertising Co. (LAMR)
← All LAMR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,088,744 1.53 Add 50.78% 0.52 $122.31–139.76 · VW $130.77i $137,900,315 SEC
2025   Q4 722,083 0.99 Reduce 0.25% <0.01 $114.45–134.63 · VW $125.61i $91,401,266 SEC
2025   Q3 723,857 0.93 Buy 0.93 $113.66–129.84 · VW $123.70i $88,614,574 SEC
Price snapshot:
Current price$157.23
Avg. buy price$123.85
+/- since buy26.95%
52-week low$108.21
52-week high$162.96