LAMRLAMAR ADVERTISING CO NEW

CUSIP: 512816109

Guru Owners

$267.8M

Total Value Held

2.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Warren Buffett	Berkshire Hathaway	1202410	$152.2M	0.06%	$126.58	Q4 2025
John Armitage	Egerton Capital	722083	$91.4M	0.99%	$126.58	Q4 2025
Tom Gayner	Markel Group	185000	$23.4M	0.19%	$126.58	Q4 2025
Tom Russo	Gardner Russo & Gardner	5974	$756K	0.01%	$126.58	Q4 2025

Warren Buffett

$152.2M

0.06%

John Armitage

$91.4M

0.99%

Tom Gayner

$23.4M

0.19%

Tom Russo

$756K

0.01%

📊 Fundamentals

Market Cap$13.8B

P/E Ratio23.6x

Near market avg

Forward P/E22.4x

P/FCF25.6x

EPS (TTM)$5.77

Revenue (TTM)$2.3B

Profit Margin25.91%

Div Yield4.70%

Beta1.23

52-Week Range

$99.84

$139.76

Current: $136.04

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 23.6x trailing earnings → 22.4x forward · 25.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '254 owners · $267.8M

INCREASEDWarren Buffett$152.2M

REDUCEDJohn Armitage$91.4M

INCREASEDTom Gayner$23.4M

Q3 '254 owners · $257.3M

INCREASEDWarren Buffett$147.2M

NEWJohn Armitage$88.6M

INCREASEDTom Gayner$20.8M

Q2 '253 owners · $161.8M

NEWWarren Buffett$141.9M

INCREASEDTom Gayner$19.2M

Q1 '252 owners · $16.3M

INCREASEDTom Gayner$15.6M

Q4 '242 owners · $15.8M

INCREASEDTom Gayner$15.1M

Q3 '242 owners · $15.6M

REDUCEDTom Gayner$14.8M

REDUCEDTom Russo$798K

💰 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. 3.8%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

23.7%current: 23.7%

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