Position
Fidelity in Lamar Advertising Co/New
Back to the book · All holders of LAMR
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $92.9M$126.66 → $155.98
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.42M | $433.1M | — | — | — | 0.0% |
| Q1 2026 | 3.8M | $481.7M | $126.66 | $273.7K | $48.4M | 0.0% |
| Q2 2026 | 3.17M | $494.5M | $155.98 | $92.9M | −$80.2M | 0.0% |