Lamar Advertising Company
US ˙ NasdaqGS ˙ US5128161099

SecurityLAMR / Lamar Advertising Company
InstitutionSei Investments Co
Latest Disclosed Ownership79,991 shares
Latest Disclosed Value $ 10,125,452
Sei Investments Co reports 6.83% increase in ownership of LAMR / Lamar Advertising Company

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 79,991 shares of Lamar Advertising Company (US:LAMR) valued at $10,125,261 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 74,876 shares of Lamar Advertising Company. This represents a change in shares of 6.83% during the quarter. The current value of the position is $11,965,854 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)
2026-02-13 2025-12-31 13F LAMAR ADVERTISING CO CL A 512816109 79,991 5,115 6.83 10,125 10.46 0.0100
2025-11-13 2025-09-30 13F LAMAR ADVERTISING CO CL A 512816109 74,876 -42,249 -36.07 9,166 -35.51 0.0099
2025-08-14 2025-06-30 13F LAMAR ADVERTISING CO CL A 512816109 117,125 -91,832 -43.95 14,214 -40.21 0.0165
2025-05-14 2025-03-31 13F/A-1 LAMAR ADVERTISING CO CL A 512816109 208,957 70,620 51.05 23,775 41.17 0.0306
2025-05-13 2025-03-31 13F LAMAR ADVERTISING CO CL A 512816109 141,218 2,881 17,152 0.0187
2025-02-11 2024-12-31 13F LAMAR ADVERTISING CO CL A 512816109 138,337 85,422 161.43 16,841 138.24 0.0216
2024-11-12 2024-09-30 13F LAMAR ADVERTISING CO CL A 512816109 52,915 32,366 157.51 7,069 187.83 0.0092
2024-08-13 2024-06-30 13F LAMAR ADVERTISING CO CL A 512816109 20,549 4,464 27.75 2,456 27.92 0.0035
2024-05-07 2024-03-31 13F LAMAR ADVERTISING CO CL A 512816109 16,085 3,829 31.24 1,921 47.47 0.0028
2024-02-14 2023-12-31 13F LAMAR ADVERTISING CO CL A 512816109 12,256 -234 -1.87 1,303 24.95 0.0021
2023-11-14 2023-09-30 13F LAMAR ADVERTISING CO CL A 512816109 12,490 1,197 10.60 1,043 -6.96 0.0019
2023-08-11 2023-06-30 13F LAMAR ADVERTISING CO CL A 512816109 11,293 -776 -6.43 1,121 -7.05 0.0020
2023-05-12 2023-03-31 13F LAMAR ADVERTISING CO CL A 512816109 12,069 -26,620 -68.81 1,206 -67.00 0.0022
2023-02-10 2022-12-31 13F LAMAR ADVERTISING CO CL A 512816109 38,689 -13,466 -25.82 3,652 -15.11 0.0081
2022-11-14 2022-09-30 13F LAMAR ADVERTISING CO CL A 512816109 52,155 -183 -0.35 4,302 -6.58 0.0096
2022-08-15 2022-06-30 13F LAMAR ADVERTISING CO CL A 512816109 52,338 -3,629 -6.48 4,605 -29.18 0.0099
2022-05-13 2022-03-31 13F LAMAR ADVERTISING CO CL A 512816109 55,967 10,231 22.37 6,502 17.62 0.0131
2022-02-14 2021-12-31 13F LAMAR ADVERTISING CO CL A 512816109 45,736 1,605 3.64 5,528 10.56 0.0104
2021-11-12 2021-09-30 13F LAMAR ADVERTISING CO CL A 512816109 44,131 -1,352 -2.97 5,000 5.29 0.0105
2021-08-06 2021-06-30 13F LAMAR ADVERTISING CO CL A 512816109 45,483 -1,978 -4.17 4,749 6.60 0.0105
2021-05-12 2021-03-31 13F LAMAR ADVERTISING CO CL A 512816109 47,461 -33,410 -41.31 4,455 -33.85 0.0112
2021-02-08 2020-12-31 13F LAMAR ADVERTISING CO CL A 512816109 80,871 -11,820 -12.75 6,735 9.73 0.0174
2020-12-04 2020-09-30 13F/A-1 LAMAR ADVERTISING CO CL A 512816109 92,691 -3,307 -3.44 6,138 -4.23 0.0178
2020-11-06 2020-09-30 13F LAMAR ADVERTISING CO CL A 512816109 93,517 -2,481 6,193 14,911.3671
2020-08-17 2020-06-30 13F/A-1 LAMAR ADVERTISING CO CL A 512816109 95,998 1,422 1.50 6,409 32.14 0.0199
2020-08-11 2020-06-30 13F LAMAR ADVERTISING CO CL A 512816109 100,703 6,127 8,976 24,347.8778
2020-05-14 2020-03-31 13F LAMAR ADVERTISING CO CL A 512816109 94,576 -5,556 -5.55 4,850 -45.74 0.0178
2020-02-06 2019-12-31 13F LAMAR ADVERTISING CO CL A 512816109 100,132 234 0.23 8,938 9.20 0.0267
2019-11-12 2019-09-30 13F LAMAR ADVERTISING CO CL A 512816109 99,898 -10,256 -9.31 8,185 -7.94 0.0209
2019-08-14 2019-06-30 13F LAMAR ADVERTISING CO CL A 512816109 110,154 -11,330 -9.33 8,891 -7.66 0.0290
2019-05-15 2019-03-31 13F LAMAR ADVERTISING CO CL A 512816109 121,484 73,023 150.68 9,629 156.36 0.0323
2019-02-13 2018-12-31 13F LAMAR ADVERTISING CO CL A 512816109 48,461 2,614 5.70 3,756 5.30 0.0134
2018-11-08 2018-09-30 13F LAMAR ADVERTISING CO CL A 512816109 45,847 -15,861 -25.70 3,567 -15.37 0.0129
2018-08-03 2018-06-30 13F LAMAR ADVERTISING CO CL A 512816109 61,708 -14,320 -18.84 4,215 -12.91 0.0143
2018-05-11 2018-03-31 13F LAMAR ADVERTISING CO CL A 512816109 76,028 23,871 45.77 4,840 25.03 0.0186
2018-02-08 2017-12-31 13F LAMAR ADVERTISING CO CL A 512816109 52,157 1,484 2.93 3,871 11.49 0.0134
2017-11-06 2017-09-30 13F LAMAR ADVERTISING CO CL A 512816109 50,673 -27,678 -35.33 3,472 -39.77 0.0123
2017-07-31 2017-06-30 13F LAMAR ADVERTISING CO CL A 512816109 78,351 -17,419 -18.19 5,765 -19.45 0.0230
2017-05-05 2017-03-31 13F LAMAR ADVERTISING CO CL A 512816109 95,770 29,561 44.65 7,157 60.80 0.0314
2017-02-02 2016-12-31 13F LAMAR ADVERTISING CO CL A 512816109 66,209 -29,475 -30.80 4,451 -28.77 0.0216
2016-11-04 2016-09-30 13F LAMAR ADVERTISING CO CL A 512816109 95,684 12,735 15.35 6,249 13.64 0.0317
2016-08-11 2016-06-30 13F LAMAR ADVERTISING CO CL A 512816109 82,949 18,374 28.45 5,499 38.48 0.0330
2016-05-10 2016-03-31 13F/A-1 LAMAR ADVERTISING CO CL A 512816109 64,575 42,818 196.80 3,971 204.29 0.0247
2016-02-03 2015-12-31 13F LAMAR ADVERTISING CO CL A 512816109 21,757 924 4.44 1,305 20.06 0.0080
2015-11-02 2015-09-30 13F/A-1 LAMAR ADVERTISING CO CL A 512816109 20,833 781 3.89 1,087 -5.64 0.0100
2015-10-30 2015-09-30 13F LAMAR ADVERTISING CO CL A 512816109 20,833 1,089
2015-08-07 2015-06-30 13F/A-1 LAMAR ADVERTISING CO CL A 512816109 20,052 -74,429 -78.78 1,152 -79.42 0.0104
2015-08-04 2015-06-30 13F LAMAR ADVERTISING CO CL A 512816109 20,052 -74,429 1,152 0.0104
2015-05-14 2015-03-31 13F/A-1 LAMAR ADVERTISING CO CL A 512816109 94,481 29,707 45.86 5,598 61.14 0.0486
2015-05-01 2015-03-31 13F LAM RESEARCH NOTE 1.250% 5/1 512816109 94,481 5,598
2015-02-10 2014-12-31 13F LAMAR ADVERTISING CO CL A 512816109 64,774 64,774 3,474 0.0307
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.