Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
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 193,000 0.20 Add 4.32% <0.01 $122.31–139.76 · VW $130.77i $24,445,380 SEC
2025   Q4 185,000 0.19 Add 8.82% 0.02 $114.45–134.63 · VW $125.61i $23,417,300 SEC
2025   Q3 170,000 0.17 Add 7.59% 0.01 $113.66–129.84 · VW $123.70i $20,811,400 SEC
2025   Q2 158,000 0.16 Add 15.33% 0.02 $99.84–122.67 · VW $115.39i $19,174,880 SEC
2025   Q1 137,000 0.14 Add 10.48% 0.01 $109.53–133.01 · VW $121.58i $15,587,860 SEC
2024   Q4 124,000 0.13 Add 11.71% 0.01 $119.95–139.88 · VW $130.03i $15,095,760 SEC
2024   Q3 111,000 0.13 Add 18.09% 0.02 $109.71–137.40 · VW $123.89i $14,829,600 SEC
2024   Q2 94,000 0.11 Add 22.08% 0.02 $108.80–122.22 · VW $117.15i $11,235,820 SEC
2024   Q1 77,000 0.09 Add 24.19% 0.02 $100.15–121.99 · VW $111.01i $9,194,570 SEC
2023   Q4 62,000 0.07 Add 22.77% 0.01 $77.21–112.34 · VW $93.82i $6,589,360 SEC
2023   Q3 50,500 0.05 Add 46.38% 0.02 $81.61–104.25 · VW $91.72i $4,215,235 SEC
2023   Q2 34,500 0.04 Add 305.88% 0.03 $88.34–106.72 · VW $97.43i $3,424,125 SEC
2023   Q1 8,500 0.01 $99.89 $849,065 SEC
2022   Q4 8,500 0.01 $94.40 $802,400 SEC
2022   Q3 8,500 0.01 $82.47 $701,000 SEC
2022   Q2 8,500 0.01 $88.00 $748,000 SEC
2022   Q1 8,500 0.01 $116.24 $988,000 SEC
2021   Q4 8,500 0.01 $121.29 $1,031,000 SEC
2021   Q3 8,500 0.01 $113.41 $964,000 SEC
2021   Q2 8,500 0.01 $104.47 $888,000 SEC
2021   Q1 8,500 0.01 $93.88 $798,000 SEC
2020   Q4 8,500 0.01 $83.18 $707,000 SEC
2020   Q3 8,500 0.01 $66.12 $562,000 SEC
2020   Q2 8,500 0.01 $66.71 $567,000 SEC
2020   Q1 8,500 0.01 Buy 0.01 $30.89–96.82 · VW $67.39i $436,000 SEC
Price snapshot:
Current price$157.23
Avg. buy price$112.23
+/- since buy40.10%
52-week low$108.21
52-week high$162.96