Mason Hawkins - Southeastern Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
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
2013   Q2 0 0.00 Sell 100.00% 0.98 $41.30–49.61 · VW $45.66i SEC
2013   Q1 4,412,766 0.98 Reduce 18.76% 0.18 $39.10–48.86 · VW $44.95i $214,372,000 SEC
2012   Q4 5,431,972 0.97 Reduce 2.97% 0.03 $36.08–41.49 · VW $38.89i $210,489,000 SEC
2012   Q3 5,598,200 0.98 Reduce 22.53% 0.23 $26.21–37.75 · VW $33.11i $207,433,000 SEC
2012   Q2 7,226,000 1.03 $28.60 $206,664,000 SEC
2012   Q1 7,226,000 1.14 Reduce 11.29% 0.13 $27.08–34.19 · VW $30.89i $234,195,000 SEC
2011   Q4 8,145,500 1.18 Add 23.87% 0.23 $16.50–27.65 · VW $23.06i $224,001,000 SEC
2011   Q3 6,576,000 0.62 Add 32.37% 0.15 $16.49–28.96 · VW $21.31i $111,990,000 SEC
2011   Q2 4,967,935 0.63 Buy 0.63 $25.80–37.47 · VW $30.34i $135,972,000 SEC
Price snapshot:
Current price$157.23
52-week low$108.21
52-week high$162.96