SEC 13F Intelligence

Select Equity Group, L.P. / LAMR

Select Equity Group, L.P.’s Lamar Advertising Co Position

Does Select Equity Group, L.P. own Lamar Advertising Co (LAMR)? Yes471.6K shares worth $60M (+0.31% of its 13F portfolio) as of Q1 2026, up from 354.6K shares the prior filed quarter.

Position Value
$60M
Q1 2026
Shares
471.6K
% of Portfolio
+0.31%
Quarters Held
25
currently held

Position History LAMR

Reported value by quarter
Q1 ’20: $13.8BQ1 ’20Q2 ’20: $82.5BQ3 ’20: $97.6BQ4 ’20: $74.0BQ1 ’21: $87.7BQ1 ’21Q2 ’21: $61.9BQ3 ’21: $55.7BQ4 ’21: $53MQ1 ’22: $96MQ1 ’22Q2 ’22: $132MQ3 ’22: $131MQ4 ’22: $151MQ1 ’23: $150MQ1 ’23Q2 ’23: $143MQ3 ’23: $133MQ4 ’23: $160MQ1 ’24: $132MQ1 ’24Q2 ’24: $83MQ3 ’24: $42MQ4 ’24: $36MQ1 ’25: $33MQ1 ’25Q2 ’25: $11MQ3 ’25: $23MQ4 ’25: $45MQ1 ’26: $60MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026471.6K$60M+0.31%
Q4 2025354.6K$45M+0.19%
Q3 2025186.6K$23M+0.09%
Q2 202588.1K$11M+0.04%
Q1 2025290.5K$33M+0.14%
Q4 2024298.9K$36M+0.14%
Q3 2024315.7K$42M+0.15%
Q2 2024693.4K$83M+0.33%
Q1 20241.11M$132M+0.47%
Q4 20231.50M$160M+0.57%
Q3 20231.59M$133M+0.54%
Q2 20231.44M$143M+0.53%
Q1 20231.50M$150M+0.53%
Q4 20221.60M$151M+0.57%
Q3 20221.58M$131M+0.46%
Q2 20221.50M$132M+0.42%
Q1 2022824.0K$96M+0.31%
Q4 2021433.7K$53M+0.14%
Q3 2021491.0K$55.7B+0.19%
Q2 2021592.9K$61.9B+0.21%
Q1 2021933.9K$87.7B+0.32%
Q4 2020889.4K$74.0B+0.30%
Q3 20201.48M$97.6B+0.48%
Q2 20201.24M$82.5B+0.47%
Q1 2020269.1K$13.8B+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Select Equity Group, L.P.’s full portfolio or all institutional holders of LAMR.