Free · no sign-up · Q2 2026

Which funds own LAMR

Lamar Advertising Co in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $674m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 5; at least, of 91 current
Combined value: $674m; as reported
Opened: 1; new this quarter
Added to: 1; already held
Trimmed or sold out: 2; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Janus Henderson Group Ltd Long-only · $245bn book	$425m	0.2%	2,724,525	+$75m-40,606	Trimmed
Egerton Capital UK LLP Long/short equity · $10.4bn book	$170m	1.6%	1,090,619	+$32m+1,875	Added
Artisan Partners LP Long-only · $63.1bn book	$45m	0.1%	287,610	-$14m-177,112	Trimmed
Markel Group Inc Activist · $13.1bn book	$30m	0.2%	193,000	+$5.7m0	Held
Quantbot Technologies LP Quantitative · $2.5bn book	$3.9m	0.2%	24,970	opened24,970	New

Ownership through time

At least 9 of the 95 managers whose filings are on file listed LAMR in Q2 2026, against 5 in Q4 2014. The same number as in Q1 2026.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Quantbot Technologies LP$3.9m

Largest increases, by shares

AQR Capital Management LLC1,245,103 to 1,434,345 shares+$29m
Wellington Management Group LLP2,098,642 to 2,125,742 shares+$4.2m
Quantbot Technologies LPnew: 24,970 shares+$3.9m
Egerton Capital UK LLP1,088,744 to 1,090,619 shares+$292k

Largest decreases, by shares

MFS Investment Management727,211 to 507,505 shares-$37m
Artisan Partners LP464,722 to 287,610 shares-$28m
Janus Henderson Group Ltd2,765,131 to 2,724,525 shares-$6.3m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Janus Henderson Group Ltd	Q2 2017	$723m	$425m
Wellington Management Group LLP	Q1 2024	$332m	$332m
AQR Capital Management LLC	Q1 2025	$222m	$222m
Egerton Capital UK LLP	Q3 2025	$170m	$170m
Capital World Investors	Q4 2014	$402m	$141m
MFS Investment Management	Q3 2023	$130m	$85m
Artisan Partners LP	Q4 2019	$123m	$45m
Markel Group Inc	Q1 2020	$30m	$30m
Quantbot Technologies LP	Q1 2017	$7.1m	$3.9m
Fidelity (FMR LLC)	Q1 2021	$900m	last listed Q2 2025
Capital Research Global Investors	Q1 2015	$580m	last listed Q4 2019
Invesco Ltd	Q3 2016	$228m	last listed Q4 2023
Renaissance Technologies LLC	Q3 2017	$175m	last listed Q1 2020
Berkshire Hathaway Inc	Q2 2025	$152m	last listed Q4 2025
Citadel Advisors LLC	Q2 2018	$94m	last listed Q2 2018
Farallon Capital Management LLC	Q4 2014	$71m	last listed Q2 2015
Acadian Asset Management LLC	Q1 2015	$63m	last listed Q2 2025
Neuberger Berman Group LLC	Q2 2024	$43m	last listed Q3 2024
Point72 Asset Management LP	Q4 2015	$33m	last listed Q2 2023

What LAMR is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around LAMR →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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