Which hedge funds own LAMR? LAMAR ADVERTISING CO NEW, Q2 2026 13F holders
43 tracked hedge funds disclosed a position in LAMR (LAMAR ADVERTISING CO NEW) in their Q2 2026 13F filings, worth $721.9m in total. The largest holder by portfolio weight is LFL Advisers, LLC at 13.1% of its book. 18 opened a new position this quarter: Jain Global LLC, Diametric Capital, LP, Machina Capital S.A.S., CenterBook Partners LP. 5 exited: 59 North Capital Management, LP, MQS Management LLC, Engineers Gate Manager LP.
- 43
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 18
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 5
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $80.8m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $28.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $722m
- Combined value Sum of the holders' reported positions in the security.
- 3.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| 59 North Capital Management, LP | 0.7% | $24.2m |
| MQS Management LLC | 0.3% | $457k |
| Engineers Gate Manager LP | 0.03% | $2.6m |
| Gsa Capital Partners LLP | 0.02% | $357k |
| SummitTX Capital, L.P. | 0.01% | $311k |
Ownership over time
Who discovered LAMR first? Beta
| Corvex Management LP | Q4 2014 | +0.4 pts |
| Mangrove Partners IM, LLC | Q4 2014 | +0.4 pts |
| Farallon Capital Management, L.L.C. | Q4 2014 | +0.1 pts |
| LDR Capital Management LLC | Q2 2019 | +0.1 pts |
| Waratah Capital Advisors Ltd. high conviction | Q1 2015 | 0.0 pts |
| Ulysses Management LLC | Q4 2014 | 0.0 pts |
| Sirios Capital Management L P | Q4 2014 | 0.0 pts |
| Gratia Capital, LLC high conviction | Q1 2020 | −0.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.