Tom Bancroft - Makaira Partners
Holding/activity history for Lamar Advertising Co. (LAMR)
← All LAMR superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | 120,000 | 11.88 | Reduce 29.41% | 3.14 | $114.45–134.63 · VW $125.61i | $15,189,600 | SEC |
| 2025 Q3 | 170,000 | 10.69 | Reduce 24.20% | 2.00 | $113.66–129.84 · VW $123.70i | $20,811,400 | SEC |
| 2025 Q2 | 224,260 | 8.28 | $121.36 | $27,216,194 | SEC | ||
| 2025 Q1 | 224,260 | 8.56 | Reduce 57.73% | 5.81 | $109.53–133.01 · VW $121.58i | $25,516,303 | SEC |
| 2024 Q4 | 530,483 | 10.07 | Reduce 26.21% | 3.24 | $119.95–139.88 · VW $130.03i | $64,581,000 | SEC |
| 2024 Q3 | 718,898 | 12.35 | Reduce 20.24% | 2.83 | $109.71–137.40 · VW $123.89i | $96,044,773 | SEC |
| 2024 Q2 | 901,371 | 13.97 | Reduce 2.14% | 0.28 | $108.80–122.22 · VW $117.15i | $107,740,876 | SEC |
| 2024 Q1 | 921,092 | 13.27 | Add 7.04% | 0.87 | $100.15–121.99 · VW $111.01i | $109,987,596 | SEC |
| 2023 Q4 | 860,480 | 12.05 | Add 13.72% | 1.45 | $77.21–112.34 · VW $93.82i | $91,451,814 | SEC |
| 2023 Q3 | 756,662 | 8.23 | Add 31.70% | 1.98 | $81.61–104.25 · VW $91.72i | $63,158,577 | SEC |
| 2023 Q2 | 574,551 | 7.72 | Add 1.80% | 0.14 | $88.34–106.72 · VW $97.43i | $57,024,187 | SEC |
| 2023 Q1 | 564,411 | 7.36 | Add 10.86% | 0.72 | $91.02–111.49 · VW $101.98i | $56,379,015 | SEC |
| 2022 Q4 | 509,101 | 6.98 | Add 13.09% | 0.81 | $81.10–101.88 · VW $93.42i | $48,059,134 | SEC |
| 2022 Q3 | 450,191 | 6.15 | Add 221.57% | 4.24 | $81.59–106.80 · VW $93.65i | $37,136,000 | SEC |
| 2022 Q2 | 140,000 | 2.78 | Buy | 2.78 | $83.96–119.68 · VW $99.09i | $12,316,000 | SEC |
Price snapshot:
Current price$157.23
Avg. buy price$90.62
+/- since buy73.51%
52-week low$108.21
52-week high$162.96