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LAMAR ADVERTISING CO NEW

LAMR

Holders

2

Combined Value

$36.88M

Combined Shares

291,212

Current Price

$154.35

52W High

$158.69

vs 52W High

−2.7%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$109.82$119.07$128.31$137.56Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $119.53Q3 2024 · implied price $133.60Q4 2024 · implied price $121.74Q1 2025 · implied price $113.78Q2 2025 · implied price $121.36Q3 2025 · implied price $122.42Q4 2025 · implied price $126.58Q1 2026 · implied price $126.66Tom Gayner - Markel Group · bought 94,000 shares @ ~$119.53 · Q2 2024 (new position)Tom Gayner - Markel Group · bought 17,000 shares @ ~$133.60 · Q3 2024Jim Simons - Renaissance Technologies · bought 14,400 shares @ ~$133.60 · Q3 2024 (new position)Jim Simons - Renaissance Technologies · bought 38,912 shares @ ~$121.74 · Q4 2024Tom Gayner - Markel Group · bought 13,000 shares @ ~$121.74 · Q4 2024Tom Gayner - Markel Group · bought 13,000 shares @ ~$113.78 · Q1 2025Jim Simons - Renaissance Technologies · bought 5,200 shares @ ~$113.78 · Q1 2025Warren Buffett - Berkshire Hathaway · bought 1,169,507 shares @ ~$121.36 · Q2 2025 (new position)Tom Gayner - Markel Group · bought 21,000 shares @ ~$121.36 · Q2 2025Jim Simons - Renaissance Technologies · sold 58,512 shares @ ~$113.78 · Q2 2025 (sold out)Warren Buffett - Berkshire Hathaway · bought 32,603 shares @ ~$122.42 · Q3 2025Tom Gayner - Markel Group · bought 12,000 shares @ ~$122.42 · Q3 2025Tom Gayner - Markel Group · bought 15,000 shares @ ~$126.58 · Q4 2025Warren Buffett - Berkshire Hathaway · bought 300 shares @ ~$126.58 · Q4 2025Jim Simons - Renaissance Technologies · bought 98,212 shares @ ~$126.66 · Q1 2026 (new position)Tom Gayner - Markel Group · bought 8,000 shares @ ~$126.66 · Q1 2026Warren Buffett - Berkshire Hathaway · sold 1,202,410 shares @ ~$126.58 · Q1 2026 (sold out)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Tom Gayner - Markel Group$24.45M0.20%~$121.75+26.8%BUY Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$12.44M0.02%~$126.66+21.9%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Warren Buffett - Berkshire HathawaySOLD OUT−$152.20M~$126.58
Q1 2026Jim Simons - Renaissance TechnologiesNEW BUY+$12.44M~$126.66
Q1 2026Tom Gayner - Markel GroupBUY+$1.01M~$126.66
Q4 2025Tom Gayner - Markel GroupBUY+$1.90M~$126.58
Q4 2025Warren Buffett - Berkshire HathawayBUY+$38.0K~$126.58
Q3 2025Warren Buffett - Berkshire HathawayBUY+$3.99M~$122.42
Q3 2025Tom Gayner - Markel GroupBUY+$1.47M~$122.42
Q2 2025Warren Buffett - Berkshire HathawayNEW BUY+$141.93M~$121.36
Q2 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$6.66M~$113.78
Q2 2025Tom Gayner - Markel GroupBUY+$2.55M~$121.36
Q1 2025Tom Gayner - Markel GroupBUY+$1.48M~$113.78
Q1 2025Jim Simons - Renaissance TechnologiesBUY+$591.7K~$113.78
Q4 2024Jim Simons - Renaissance TechnologiesBUY+$4.74M~$121.74
Q4 2024Tom Gayner - Markel GroupBUY+$1.58M~$121.74
Q3 2024Tom Gayner - Markel GroupBUY+$2.27M~$133.60
Q3 2024Jim Simons - Renaissance TechnologiesNEW BUY+$1.92M~$133.60
Q2 2024Tom Gayner - Markel GroupNEW BUY+$11.24M~$119.53

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 20262291,212-79.0%$36.88M$126.66
Q4 202521,387,410+1.1%$175.62M$126.58
Q3 202521,372,110+3.4%$167.97M$122.42
Q2 202521,327,507+579.0%$161.11M$121.36
Q1 20252195,512+10.3%$22.25M$113.78
Q4 20242177,312+41.4%$21.59M$121.74
Q3 20242125,400+33.4%$16.75M$133.60
Q2 2024194,000$11.24M$119.53