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

Sirios 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	-1,122,558	Closed	-$58.6M	–	57
2015 Q3	$58.6M	Buy	1,122,558 +183,219	+20%	+$10.2M	1.92%	21
2015 Q2	$54M	Buy	939,339 +47,117	+5%	+$2.8M	1.78%	23
2015 Q1	$52.9M	Buy	892,222 +4,115	+0.5%	+$235K	1.95%	22
2014 Q4	$47.6M	Buy	+888,107	New	+$45.9M	1.73%	25
2013 Q4	–	Sell	-74,618	Closed	-$3.51M	–	40
2013 Q3	$3.51M	Sell	74,618 -168,889	-69%	-$7.44M	0.38%	37
2013 Q2	$10.6M	Buy	+243,507	New	+$11.3M	1.61%	20

Other funds holding LAMR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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 $3.66B AUM 20.05% 1-Year Est. Return

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

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

Sirios Capital Management sold out of Lamar Advertising Co (LAMR) in Q4 2015, closing a stake of 1,122,558 shares — an estimated $58.6M sold.

Sirios Capital Management first reported a position in LAMR in Q2 2013 and held it in 6 quarters. The position peaked at $58.6M in Q3 2015. 307 funds tracked by Wall St. Rank hold LAMR as of Q4 2015.

Sirios Capital Management reported no remaining Lamar Advertising Co position as of Q4 2015 after selling out during the quarter.
Sirios Capital Management sold 1,122,558 Lamar Advertising Co shares in Q4 2015, an estimated $58.6M.
Sirios Capital Management first reported a position in Lamar Advertising Co in Q2 2013 and held it in 6 quarters.
Sirios Capital Management's Lamar Advertising Co position peaked at $58.6M in Q3 2015.
307 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q4 2015.

Based on Sirios Capital Management's 13F filing for Q4 2015, filed 11 Feb 2016.