LFL Advisers’s Lamar Advertising Co LAMR Stock Holding History

LFL Advisers’s Portfolio LAMR Stock Details LAMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$36M	Buy	296,779 +8,386	+3%	+$1.02M	14.4%	3
2025 Q1	$32.8M	Sell	288,393 -7,607	-3%	-$866K	14.36%	4
2024 Q4	$36M	Buy	296,000 +4,700	+2%	+$572K	14.04%	1
2024 Q3	$38.9M	Buy	291,300 +24,306	+9%	+$3.25M	13.95%	2
2024 Q2	$31.9M	Sell	266,994 -1,981	-0.7%	-$237K	12.56%	3
2024 Q1	$32.1M	Buy	268,975 +22,802	+9%	+$2.72M	11.59%	4
2023 Q4	$26.2M	Hold	246,173	–	–	11.37%	4
2023 Q3	$20.5M	Sell	246,173 -12,500	-5%	-$1.04M	10.04%	5
2023 Q2	$25.7M	Hold	258,673	–	–	11.81%	4
2023 Q1	$25.8M	Sell	258,673 -2,500	-1%	-$250K	11.59%	4
2022 Q4	$24.7M	Hold	261,173	–	–	11.68%	4
2022 Q3	$21.5M	Sell	261,173 -4,000	-2%	-$330K	11.42%	4
2022 Q2	$23.3M	Hold	265,173	–	–	12.07%	4
2022 Q1	$30.8M	Hold	265,173	–	–	13.78%	2
2021 Q4	$32.2M	Hold	265,173	–	–	13.28%	4
2021 Q3	$30.1M	Hold	265,173	–	–	13.78%	3
2021 Q2	$27.7M	Sell	265,173 -5,500	-2%	-$574K	12.93%	4
2021 Q1	$25.4M	Hold	270,673	–	–	12.52%	4
2020 Q4	$22.5M	Sell	270,673 -14,525	-5%	-$1.21M	10.78%	4
2020 Q3	$18.9M	Sell	285,198 -4,800	-2%	-$318K	9.98%	5
2020 Q2	$19.4M	Sell	289,998 -1,200	-0.4%	-$80.1K	10.06%	5
2020 Q1	$14.9M	Buy	291,198 +231,777	+390%	+$11.9M	9.35%	5
2019 Q4	$5.3M	Hold	59,421	–	–	3.17%	9
2019 Q3	$4.87M	Hold	59,421	–	–	2.87%	9
2019 Q2	$4.8M	Sell	59,421 -325	-0.5%	-$26.2K	2.94%	9
2019 Q1	$4.74M	Sell	59,746 -365	-0.6%	-$28.9K	3.32%	8
2018 Q4	$4.16M	Hold	60,111	–	–	3.26%	8
2018 Q3	$4.68M	Hold	60,111	–	–	3.54%	7
2018 Q2	$4.11M	Hold	60,111	–	–	3.28%	7
2018 Q1	$3.83M	Buy	60,111 +8,751	+17%	+$557K	3.17%	7
2017 Q4	$3.81M	Buy	51,360 +3,660	+8%	+$272K	3.67%	8
2017 Q3	$3.27M	Hold	47,700	–	–	2.94%	10
2017 Q2	$3.51M	Hold	47,700	–	–	3.29%	10
2017 Q1	$3.57M	Hold	47,700	–	–	3.33%	10
2016 Q4	$3.21M	Buy	+47,700	New	+$3.21M	3.05%	10