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Southpoint Capital Advisors’s Lamar Advertising Co LAMR Stock Holding History

Southpoint Capital Advisors’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
-1,649,950
Closed -$87.4M – 38
2014
Q2 		$87.4M Buy
1,649,950
+368,650
+29% +$18.6M 5.67% 4
2014
Q1 		$65.3M Sell
1,281,300
-518,700
-29% -$26.5M 3.89% 11
2013
Q4 		$94M Sell
1,800,000
-400,000
-18% -$19.5M 5.06% 6
2013
Q3 		$103M Buy
2,200,000
+248,213
+13% +$10.9M 5.81% 8
2013
Q2 		$84.7M Buy
+1,951,787
New +$90.6M 5.23% 8

Other funds holding LAMR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Pzena Investment Management
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

Southpoint Capital Advisors's LAMR Position: Q3 2014 in Review

Southpoint Capital Advisors sold out of Lamar Advertising Co (LAMR) in Q3 2014, closing a stake of 1,649,950 shares — an estimated $87.4M sold.

Southpoint Capital Advisors first reported a position in LAMR in Q2 2013 and held it in 5 quarters. The position peaked at $103M in Q3 2013. 244 funds tracked by Wall St. Rank hold LAMR as of Q3 2014.

  • Southpoint Capital Advisors reported no remaining Lamar Advertising Co position as of Q3 2014 after selling out during the quarter.
  • Southpoint Capital Advisors sold 1,649,950 Lamar Advertising Co shares in Q3 2014, an estimated $87.4M.
  • Southpoint Capital Advisors first reported a position in Lamar Advertising Co in Q2 2013 and held it in 5 quarters.
  • Southpoint Capital Advisors's Lamar Advertising Co position peaked at $103M in Q3 2013.
  • 244 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q3 2014.

Based on Southpoint Capital Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.