John Armitage - Egerton Capital (UK) LLP
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 24
Portfolio value: $9,010,197,462
Holding/activity history for Lamar Advertising Co. (LAMR)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
1,088,744 |
1.53 |
Add 50.78%
|
0.52 |
$126.66 |
$137,900,315 |
SEC |
| 2025 Q4 |
722,083 |
0.99 |
Reduce 0.25%
|
<0.01 |
$126.58 |
$91,401,266 |
SEC |
| 2025 Q3 |
723,857 |
0.93 |
Buy
|
0.93 |
$122.42 |
$88,614,574 |
SEC |