LAMR (LAMAR ADVERTISING CO) is held by 3 tracked superinvestors with an aggregate position value of $163M based on the most recent SEC 13F filings. Top institutional holders include: John Armitage, Tom Gayner, Tom Russo.

How much LAMR do superinvestors hold in aggregate?

Across 3 tracked managers, superinvestors collectively report $163M in LAMR positions worth 1,287,112 shares.

What is the largest holder of LAMR?

The largest tracked holder of LAMR is John Armitage (Egerton Capital) with 1,088,744 shares worth $138M, representing 1.53% of their portfolio.

← Top Holdings

LAMRLAMAR ADVERTISING CO

CUSIP: 512816109

Guru Owners

$163.0M

Total Value Held

1.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
John Armitage	Egerton Capital	1088744	$137.9M	1.53%	$126.66	Q1 2026
Tom Gayner	Markel Group	193000	$24.4M	0.20%	$126.66	Q1 2026
Tom Russo	Gardner Russo & Gardner	5368	$680K	0.01%	$126.66	Q1 2026

John Armitage

$137.9M

1.53%

Tom Gayner

$24.4M

0.20%

Tom Russo

$680K

0.01%

📊 Fundamentals

Market Cap$16.2B

P/E Ratio29.5x

Above market avg

Forward P/E25.1x

P/FCF30.0x

EPS (TTM)$5.43

Revenue (TTM)$2.3B

Profit Margin24.02%

Div Yield4.00%

Beta1.22

52-Week Range

$113.66

$161.65

Current: $160.08

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 29.5x trailing earnings → 25.1x forward · 24.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '263 owners · $163.0M

REDUCEDJohn Armitage$137.9M

INCREASEDTom Gayner$24.4M

REDUCEDTom Russo$680K

SOLDWarren Buffett

SOLDTom Bancroft

Q4 '255 owners · $283.0M

INCREASEDWarren Buffett$152.2M

REDUCEDJohn Armitage$91.4M

INCREASEDTom Gayner$23.4M

REDUCEDTom Bancroft$15.2M

Q3 '255 owners · $278.1M

INCREASEDWarren Buffett$147.2M

NEWJohn Armitage$88.6M

INCREASEDTom Gayner$20.8M

REDUCEDTom Bancroft$20.8M

Q2 '254 owners · $189.0M

NEWWarren Buffett$141.9M

INCREASEDTom Gayner$19.2M

Q1 '253 owners · $41.8M

REDUCEDTom Bancroft$25.5M

INCREASEDTom Gayner$15.6M

Q4 '243 owners · $80.4M

REDUCEDTom Bancroft$64.6M

INCREASEDTom Gayner$15.1M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

4%analyst est. 3.9%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

23.6%current: 23.6%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data