Lamar Advertising Company
US ˙ NasdaqGS ˙ US5128161099

SecurityLAMR / Lamar Advertising Company
InstitutionFirst Manhattan Co
Latest Disclosed Ownership30,707 shares
Latest Disclosed Value $ 3,889,349
First Manhattan Co reports 0.13% decrease in ownership of LAMR / Lamar Advertising Company

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 30,707 shares of Lamar Advertising Company (US:LAMR) valued at $3,889,349 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 30,746 shares of Lamar Advertising Company. This represents a change in shares of -0.13% during the quarter. The current value of the position is $4,593,460 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F LAMAR ADVERTISING CL A 512816109 30,707 -39 -0.13 3,889 -0.05 0.0108
2026-02-17 2025-12-31 13F LAMAR ADVERTISING CO CL A 512816109 30,746 1,128 3.81 3,892 7.34 0.0102
2025-11-14 2025-09-30 13F LAMAR ADVERTISING CO CL A 512816109 29,618 848 2.95 3,626 3.84 0.0096
2025-08-14 2025-06-30 13F LAMAR ADVERTISING CO CL A 512816109 28,770 -920 -3.10 3,492 3.35 0.0099
2025-05-15 2025-03-31 13F LAMAR ADVERTISING CO CL A 512816109 29,690 925 3.22 3,378 -3.51 0.0099
2025-02-14 2024-12-31 13F LAMAR ADVERTISING CO CL A 512816109 28,765 100 0.35 3,502 -8.57 0.0103
2024-11-14 2024-09-30 13F LAMAR ADVERTISING CO CL A 512816109 28,665 -625 -2.13 3,830 9.37 0.0114
2024-08-15 2024-06-30 13F/A-1 LAMAR ADVERTISING CO CL A 512816109 29,290 -850 -2.82 3,501 -2.72 0.0112
2024-08-14 2024-06-30 13F LAMAR ADVERTISING CO CL A 512816109 29,290 -850 3,501 0.0112
2024-05-15 2024-03-31 13F LAMAR ADVERTISING CO CL A 512816109 30,140 -1,675 -5.26 3,599 6.45 0.0117
2024-02-13 2023-12-31 13F LAMAR ADVERTISING CO CL A 512816109 31,815 25 0.08 3,381 27.44 0.0117
2023-11-14 2023-09-30 13F LAMAR ADVERTISING CO CL A 512816109 31,790 -150 -0.47 2,654 -16.31 0.0098
2023-08-14 2023-06-30 13F LAMAR ADVERTISING CO CL A 512816109 31,940 6,950 27.81 3,170 27.00 0.0116
2023-05-15 2023-03-31 13F LAMAR ADVERTISING CO CL A 512816109 24,990 1,064 4.45 2,496 10.54 0.0096
2023-02-14 2022-12-31 13F LAMAR ADVERTISING CO CL A 512816109 23,926 696 3.00 2,259 17.85 0.0083
2022-11-14 2022-09-30 13F LAMAR ADVERTISING CO CL A 512816109 23,230 4,390 23.30 1,916 15.63 0.0081
2022-08-15 2022-06-30 13F LAMAR ADVERTISING CO CL A 512816109 18,840 6,655 54.62 1,657 17.10 0.0067
2022-05-16 2022-03-31 13F LAMAR ADVERTISING CO CL A 512816109 12,185 3,220 35.92 1,415 30.17 0.0046
2022-02-14 2021-12-31 13F LAMAR ADVERTISING CO CL A 512816109 8,965 600 7.17 1,087 14.54 0.0036
2021-11-15 2021-09-30 13F LAMAR ADVERTISING CO CL A 512816109 8,365 240 2.95 949 11.91 0.0035
2021-08-16 2021-06-30 13F LAMAR ADVERTISING CO CL A 512816109 8,125 -100 -1.22 848 9.84 0.0031
2021-05-14 2021-03-31 13F LAMAR ADVERTISING CO CL A 512816109 8,225 837 11.33 772 25.73 0.0033
2021-02-16 2020-12-31 13F LAMAR ADVERTISING CO CL A 512816109 7,388 -700 -8.65 614 14.77 0.0029
2020-11-12 2020-09-30 13F LAMAR ADVERTISING CL A 512816109 8,088 13 0.16 535 -0.74 0.0028
2020-08-14 2020-06-30 13F LAMAR ADVERTISING CL A 512816109 8,075 -3,325 -29.17 539 -7.71 0.0031
2020-05-06 2020-03-31 13F LAMAR ADVERTISING CL A 512816109 11,400 -2,575 -18.43 584 -53.17 0.0038
2020-02-13 2019-12-31 13F LAMAR ADVERTISING CL A 512816109 13,975 -1,700 -10.85 1,247 -2.88 0.0063
2019-11-13 2019-09-30 13F LAMAR ADVERTISING CL A 512816109 15,675 -3,000 -16.06 1,284 -14.80 0.0071
2019-08-16 2019-06-30 13F LAMAR ADVERTISING CL A 512816109 18,675 -7,000 -27.26 1,507 -25.95 0.0084
2019-04-12 2019-03-31 13F LAMAR ADVERTISING CL A 512816109 25,675 -7,437 -22.46 2,035 -11.14 0.0117
2019-01-30 2018-12-31 13F LAMAR ADVERTISING CL A 512816109 33,112 6,800 25.84 2,290 11.87 0.0143
2018-10-15 2018-09-30 13F LAMAR ADVERTISING CL A 512816109 26,312 -6,093 -18.80 2,047 -7.50 0.0109
2018-08-01 2018-06-30 13F LAMAR ADVERTISING CL A 512816109 32,405 -4,719 -12.71 2,213 -6.35 0.0128
2018-04-20 2018-03-31 13F LAMAR ADVERTISING CL A 512816109 37,124 532 1.45 2,363 -13.00 0.0134
2018-01-22 2017-12-31 13F LAMAR ADVERTISING CL A 512816109 36,592 1,962 5.67 2,716 14.45 0.0149
2017-10-25 2017-09-30 13F LAMAR ADVERTISING CL A 512816109 34,630 709 2.09 2,373 -4.89 0.0136
2017-08-10 2017-06-30 13F/A-2 LAMAR ADVERTISING CL A 512816109 33,921 942 2.86 2,495 1.26 0.0145
2017-08-01 2017-06-30 13F/A-1 LAMAR ADVERTISING CL A 512816109 33,921 0 2,495 0.0145
2017-07-28 2017-06-30 13F LAMAR ADVERTISING CL A 512816109 33,921 942 2,495
2017-04-25 2017-03-31 13F/A-1 LAMAR ADVERTISING CL A 512816109 32,979 93 0.28 2,464 11.44 0.0146
2017-04-24 2017-03-31 13F LAMAR ADVERTISING CL A 512816109 19,094 1,247
2017-01-25 2016-12-31 13F LAMAR ADVERTISING CL A 512816109 32,886 13,792 72.23 2,211 77.31 0.0134
2016-10-20 2016-09-30 13F LAMAR ADVERTISING CL A 512816109 19,094 18,300 2,304.79 1,247 2,298.08 0.0076
2016-07-14 2016-06-30 13F LAMAR ADVERTISING CL A 512816109 794 700 744.68 52 940.00 0.0003
2016-04-22 2016-03-31 13F LAMAR ADVERTISING CL A 512816109 94 0 0.00 5 0.00 0.0000
2016-01-20 2015-12-31 13F LAMAR ADVERTISING CL A 512816109 94 0 0.00 5 25.00 0.0000
2015-10-26 2015-09-30 13F LAMAR ADVERTISING CL A 512816109 94 0 0.00 4 -20.00 0.0000
2015-07-17 2015-06-30 13F LAMAR ADVERTISING CL A 512816109 94 0 0.00 5 0.00 0.0000
2015-04-30 2015-03-31 13F LAMAR ADVERTISING CL A 512816109 94 0 0.00 5 0.00 0.0000
2015-01-20 2014-12-31 13F LAMAR ADVERTISING CL A 512816109 94 0 0.00 5 25.00 0.0000
2014-10-23 2014-09-30 13F LAMAR ADVERTISING CLASS A 512815101 94 0 0.00 4 0.00 0.0000
2014-08-14 2014-06-30 13F/A-1 LAMAR ADVERTISING CLASS A 512815101 94 94 4 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.