Light Street Capital Management’s Lamar Advertising Co LAMR Stock Holding History

Light Street Capital Management’s Portfolio LAMR Stock Details LAMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-300,000	Closed	-$14.8M	–	39
2014 Q3	$14.8M	Sell	300,000 -25,000	-8%	-$1.29M	2.09%	24
2014 Q2	$17.2M	Buy	325,000 +19,618	+6%	+$991K	2.38%	17
2014 Q1	$15.6M	Buy	305,382 +50,824	+20%	+$2.6M	2.85%	14
2013 Q4	$13.3M	Buy	254,558 +48,496	+24%	+$2.37M	2.75%	16
2013 Q3	$9.69M	Sell	206,062 -73,938	-26%	-$3.26M	3.05%	16
2013 Q2	$12.1M	Buy	+280,000	New	+$13M	5.19%	5

Other funds holding LAMR

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Light Street Capital Management's LAMR Position: Q4 2014 in Review

Light Street Capital Management sold out of Lamar Advertising Co (LAMR) in Q4 2014, closing a stake of 300,000 shares — an estimated $14.8M sold.

Light Street Capital Management first reported a position in LAMR in Q2 2013 and held it in 6 quarters. The position peaked at $17.2M in Q2 2014. 255 funds tracked by Wall St. Rank hold LAMR as of Q4 2014.

Light Street Capital Management reported no remaining Lamar Advertising Co position as of Q4 2014 after selling out during the quarter.
Light Street Capital Management sold 300,000 Lamar Advertising Co shares in Q4 2014, an estimated $14.8M.
Light Street Capital Management first reported a position in Lamar Advertising Co in Q2 2013 and held it in 6 quarters.
Light Street Capital Management's Lamar Advertising Co position peaked at $17.2M in Q2 2014.
255 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q4 2014.

Based on Light Street Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.