Perry Capital’s Lamar Advertising Co LAMR Stock Holding History

Perry Capital’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 Q3	–	Sell	-5,308,775	Closed	-$281M	–	21
2014 Q2	$281M	Buy	5,308,775 +2,496,375	+89%	+$126M	7.77%	4
2014 Q1	$143M	Sell	2,812,400 -1,487,600	-35%	-$76.1M	4.01%	7
2013 Q4	$225M	Sell	4,300,000 -2,001,577	-32%	-$97.8M	6.57%	6
2013 Q3	$296M	Hold	6,301,577	–	–	7.41%	6
2013 Q2	$273M	Buy	+6,301,577	New	+$293M	6.99%	5

Other funds holding LAMR

Goldman Sachs New York $871B AUM 31.28% 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

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

FTCM

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

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

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

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 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

Perry Capital's LAMR Position: Q3 2014 in Review

Perry Capital sold out of Lamar Advertising Co (LAMR) in Q3 2014, closing a stake of 5,308,775 shares — an estimated $281M sold.

Perry Capital first reported a position in LAMR in Q2 2013 and held it in 5 quarters. The position peaked at $296M in Q3 2013. 244 funds tracked by Wall St. Rank hold LAMR as of Q3 2014.

Perry Capital reported no remaining Lamar Advertising Co position as of Q3 2014 after selling out during the quarter.
Perry Capital sold 5,308,775 Lamar Advertising Co shares in Q3 2014, an estimated $281M.
Perry Capital first reported a position in Lamar Advertising Co in Q2 2013 and held it in 5 quarters.
Perry Capital's Lamar Advertising Co position peaked at $296M in Q3 2013.
244 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q3 2014.

Based on Perry Capital's 13F filing for Q3 2014, filed 13 Nov 2014.