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Makaira Partners’s Lamar Advertising Co LAMR Stock Holding History

Makaira Partners’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
2026
Q1 		– Sell
-120,000
Closed -$15.2M – 7
2025
Q4 		$15.2M Sell
120,000
-50,000
-29% -$6.26M 11.88% 3
2025
Q3 		$20.8M Sell
170,000
-54,260
-24% -$6.74M 10.69% 3
2025
Q2 		$27.2M Hold
224,260
– – 8.28% 6
2025
Q1 		$25.5M Sell
224,260
-306,223
-58% -$37.3M 8.56% 4
2024
Q4 		$64.6M Sell
530,483
-188,415
-26% -$24.6M 10.07% 5
2024
Q3 		$96M Sell
718,898
-182,473
-20% -$22.3M 12.35% 3
2024
Q2 		$108M Sell
901,371
-19,721
-2% -$2.3M 13.97% 3
2024
Q1 		$110M Buy
921,092
+60,612
+7% +$6.65M 13.27% 5
2023
Q4 		$91.5M Buy
860,480
+103,818
+14% +$9.76M 12.05% 4
2023
Q3 		$63.2M Buy
756,662
+182,111
+32% +$16.7M 8.23% 7
2023
Q2 		$57M Buy
574,551
+10,140
+2% +$984K 7.72% 7
2023
Q1 		$56.4M Buy
564,411
+55,310
+11% +$5.62M 7.36% 8
2022
Q4 		$48.1M Buy
509,101
+58,910
+13% +$5.45M 6.98% 7
2022
Q3 		$37.1M Buy
450,191
+310,191
+222% +$29.6M 6.15% 8
2022
Q2 		$12.3M Buy
+140,000
New +$14.2M 2.78% 8

Other funds holding LAMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Makaira Partners's LAMR Position: Q1 2026 in Review

Makaira Partners sold out of Lamar Advertising Co (LAMR) in Q1 2026, closing a stake of 120,000 shares — an estimated $15.2M sold.

Makaira Partners first reported a position in LAMR in Q2 2022 and held it in 15 quarters. The position peaked at $110M in Q1 2024. 689 funds tracked by Wall St. Rank hold LAMR as of Q1 2026.

  • Makaira Partners reported no remaining Lamar Advertising Co position as of Q1 2026 after selling out during the quarter.
  • Makaira Partners sold 120,000 Lamar Advertising Co shares in Q1 2026, an estimated $15.2M.
  • Makaira Partners first reported a position in Lamar Advertising Co in Q2 2022 and held it in 15 quarters.
  • Makaira Partners's Lamar Advertising Co position peaked at $110M in Q1 2024.
  • 689 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q1 2026.

Based on Makaira Partners's 13F filing for Q1 2026.