Follow-The-Filings

Security · featured owners

LAMR Lamar Advertising Co. New

Real Estate CL A Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 1.6%
  • $202M
  • 1 add

LAMR (Lamar Advertising Co. New) is held in 4 featured 13F books as of 2026 Q2. John Armitage - Egerton Capital (UK) is the largest tracked holder by portfolio weight (1.6%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.6% (John Armitage - Egerton Capital (UK)) · not free-float ownership

  1. John Armitage add 1.6%
  2. Murphy Pohlad 0.25%
  3. Thomas Gayner 0.23%
  4. Thomas Russo 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
John Armitage - Egerton Capital (UK) 2026 Q2 1.6% Add +0.2% 1,090,619 $170M history
Thomas Gayner - Markel Group 2026 Q2 0.23% Hold 193,000 $30M history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 0.01% Hold 5,368 $837K history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.25% Hold 4,549 $710K history

SEC filings

Recent issuer filings from EDGAR · 17 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
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
DEFA14A
8-K 8.01,9.01
8-K 2.02,9.01
10-K
8-K 8.01,9.01
8-K 2.02,9.01
10-Q
8-K 1.01,2.03,9.01
8-K 1.01,2.03,9.01
8-K 8.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Sep 14, 2026
4 Period Jun 23, 2026
4 Period Jun 12, 2026
4 Period May 14, 2026 · 8 forms
4 Period May 11, 2026
4 Period Mar 23, 2026
4 Period Mar 10, 2026 · 4 forms
4 Period Mar 5, 2026
4 Period Mar 2, 2026
4 Period Feb 18, 2026 · 4 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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

filing count by report period · click a bar for that quarter’s holders