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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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% +$19.5M 5.67% 4
2014
Q1
$65.3M Sell
1,281,300
-518,700
-29% -$26.5M 3.89% 11
2013
Q4
$94.1M Sell
1,800,000
-400,000
-18% -$20.9M 5.06% 6
2013
Q3
$103M Buy
2,200,000
+248,213
+13% +$11.7M 5.81% 8
2013
Q2
$84.7M Buy
+1,951,787
New +$84.7M 5.23% 8