Follow-The-Filings

Security

LAMR

Lamar Advertising Co. New · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 2 new 3 exits max 11.9% (Tom Bancroft - Makaira Pa...)

grid → activity →
owners 13
max % 11.9%
tracked value $2B
qoq N 2 A 5 R 3 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Tom Bancroft - Makaira Partners LLC 2025 Q4 stale 11.9% Exit -11.88 pp 120,000 $15M hist
John Armitage - Egerton Capital (UK) LLP 2026 Q2 stale 1.6% Add +0.11 pp 1,090,619 $170M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add -0.01 pp 1,245,103 $154M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.04 pp 241,002 $31M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 90,129 $11M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 11,916,902 $1.5B hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 98,212 $12M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 827,182 $105M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 51,847 $7M hist
Thomas Russo - Gardner Russo & Quinn LLC 2026 Q1 0.0% Reduce 0.00 pp 5,368 $680 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 84,395 $11M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 7,430 $941 hist
Ancora Advisors LLC 2026 Q1 0.0% New 0.0% 97 $12 hist
Warren Buffett - Berkshire Hathaway Inc. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.06 pp 1,202,410 $152M hist
Israel Englander - Millennium Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 54,467 $7M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 13,420 $2M hist

13 current · 3 exited last period · options excluded

financials

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

Income statement

Metric FY2023 FY2024 FY2025
Revenue — — —
Gross profit — — —
Gross margin — — —
Net income $495.76M $361.87M $587.15M
Net margin — — —

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
Total equity — — —

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

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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