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LAMR Lamar Advertising Co.

Real Estate, filed as LAMAR ADVERTISING CO NEW (CL A), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

  • 3 Owners
  • Max 1.3%
  • $153M
  • 2 reduce

In 2026 Q3 John Armitage and Murphy Pohlad trimmed Lamar Advertising.

Who owns this now

Largest portfolio weights among holders, up to 1.3% (John Armitage, Egerton Capital (UK)). Not free-float ownership.

  1. John Armitage Reduce 1.3%
  2. Thomas Gayner 0.22%
  3. Murphy Pohlad Reduce 0.14%

Who owns LAMR

Sorted by value, long equity only, as of 2026 Q3.

History
John Armitage, Egerton Capital (UK) 1.3%, was 1.6% Reduce −20.4% 867,591 $125M History
Thomas Gayner, Markel Group 0.22% Hold 193,000 $28M History
Murphy Pohlad, Murphy Pohlad Asset Management 0.14%, was 0.25% Reduce −40.6% 2,703 $390K History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LAMR's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LAMR insider trades
  • None no insider bought on the open market
  • $3M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Thomas V Reifenheiser Director
    Sale
    $1.2M 8,099 shares at $149.03 18% of stake
    Traded Sep 14 Filed Sep 16
  2. Jay LeCoryelle Johnson CFO
    Sale
    $1.6M 10,000 shares at $157.02 100% of stake
    Traded May 11 Filed May 12
  3. Jay LeCoryelle Johnson CFO
    Sale
    $173K 1,260 shares at $137.56 100% of stake
    Traded Mar 5 Filed Mar 6

Also filed in the last 12 months, not counted as buying or selling: 10 stock grants, 2 option exercises, 1 share withholding for taxes, 1 gift, and 1 sale to cover taxes.

Congress

1 member of Congress traded LAMR in the last three years: 0 buys and 5 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $15K–$50K Aug 25 filed Sep 10
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $15K–$50K Aug 24 filed Sep 10
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $15K–$50K Aug 20 filed Sep 10
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $15K–$50K Aug 19 filed Sep 10
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Jul 16 filed Sep 4

SEC filings

Recent issuer filings from EDGAR, 17 shown.

Filed Form Detail Links
8-K 1.01,2.03,9.01
8-K 8.01,9.01
8-K 2.02,9.01
10-Q
8-K 5.02,5.07,9.01
8-K 8.01,9.01
8-K 2.02,9.01
10-Q
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G/A —
DEF 14A
DEFA14A
SCHEDULE 13G/A —
8-K 8.01,9.01
8-K 2.02,9.01
10-K

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income $495.76M $361.87M $587.15M

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $373.19M $425.27M $459.72M
Total non-current assets * $6.19B $6.16B $6.47B
Total assets $6.56B $6.59B $6.93B
Total current liabilities $713.9M $778.47M $794.04M
Total non-current liabilities * $4.63B $4.76B $5.11B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $783.61M $873.61M $864.05M
Cash from investing -$310.12M -$164.91M -$244.63M
Cash from financing -$481.64M -$703.42M -$604.32M
Net change in cash -$8.01M $4.86M $15.35M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.