Twin Securities’s Lamar Advertising Co LAMR Stock Holding History

Twin Securities’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 Q2	–	Sell	-776,400	Closed	-$39.6M	–	27
2014 Q1	$39.6M	Buy	+776,400	New	+$39.7M	7.19%	5

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Twin Securities's LAMR Position: Q1 2015 in Review

Twin Securities sold out of Lamar Advertising Co (LAMR) in Q1 2015, closing a stake of 222,824 shares — an estimated $12M sold.

Twin Securities first reported a position in LAMR in Q4 2013 and held it in 5 quarters. The position peaked at $61.1M in Q1 2014. 273 funds tracked by Wall St. Rank hold LAMR as of Q1 2015.

Twin Securities reported no remaining Lamar Advertising Co position as of Q1 2015 after selling out during the quarter.
Twin Securities sold 222,824 Lamar Advertising Co shares in Q1 2015, an estimated $12M.
Twin Securities first reported a position in Lamar Advertising Co in Q4 2013 and held it in 5 quarters.
Twin Securities's Lamar Advertising Co position peaked at $61.1M in Q1 2014.
273 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q1 2015.

Based on Twin Securities's 13F filing for Q1 2015, filed 15 May 2015.