Lomas Capital Management’s Lamar Advertising Co LAMR Stock Holding History

Lomas 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
2015 Q4	–	Sell	-22,000	Closed	-$1.15M	–	46
2015 Q3	$1.15M	Buy	+22,000	New	+$1.23M	0.2%	43
2015 Q2	–	Sell	-224,500	Closed	-$13.3M	–	47
2015 Q1	$13.3M	Buy	+224,500	New	+$12.8M	2.34%	18
2014 Q3	–	Sell	-445,353	Closed	-$23.6M	–	41
2014 Q2	$23.6M	Buy	445,353 +95,132	+27%	+$4.81M	4.23%	7
2014 Q1	$17.9M	Sell	350,221 -76,307	-18%	-$3.9M	3.52%	12
2013 Q4	$22.3M	Buy	426,528 +69,746	+20%	+$3.41M	5.98%	1
2013 Q3	$16.8M	Buy	356,782 +76,808	+27%	+$3.38M	5.03%	3
2013 Q2	$12.1M	Buy	+279,974	New	+$13M	4.03%	7

Other funds holding LAMR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JHIU

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FTCM

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Lomas Capital Management's LAMR Position: Q4 2015 in Review

Lomas Capital Management sold out of Lamar Advertising Co (LAMR) in Q4 2015, closing a stake of 22,000 shares — an estimated $1.15M sold.

Lomas Capital Management first reported a position in LAMR in Q2 2013 and held it in 7 quarters. The position peaked at $23.6M in Q2 2014. 307 funds tracked by Wall St. Rank hold LAMR as of Q4 2015.

Lomas Capital Management reported no remaining Lamar Advertising Co position as of Q4 2015 after selling out during the quarter.
Lomas Capital Management sold 22,000 Lamar Advertising Co shares in Q4 2015, an estimated $1.15M.
Lomas Capital Management first reported a position in Lamar Advertising Co in Q2 2013 and held it in 7 quarters.
Lomas Capital Management's Lamar Advertising Co position peaked at $23.6M in Q2 2014.
307 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q4 2015.

Based on Lomas Capital Management's 13F filing for Q4 2015, filed 16 Feb 2016.