John Armitage
Egerton Capital
John Armitage Lamar Advertising Company stake
total: 222
Egerton Capital LAMR trades
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 2
- Reduced:
- 1
- Held since:
- 2025 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, John Armitage holds 1,090,619 Lamar Advertising Company (LAMR) shares with a market value of roughly $170.11M accounting for 1.64% of the overall portfolio. To date, the estimated cost basis is nearly $123.9 for "buy" trades and estimated average "sell" price is $126.58. Egerton Capital first purchased LAMR in 2025 Q3, initially acquiring 723,857 shares. Since the initial investment in Lamar Advertising Company (LAMR), Egerton Capital has made 3 more transactions.
When did John Armitage buy Lamar Advertising Company (LAMR)?
John Armitage first invested in Lamar Advertising Company (LAMR) in 2025 Q3 at the reported quarter-end price of $122.42 per share.
What's the cost basis of Egerton Capital's LAMR stake?
The estimated cost basis for Lamar Advertising Company (LAMR) stake is around $123.90 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $123.90
- Weighted AVG sell price:
- $126.58
John Armitage's historical trades in Lamar Advertising Company
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
1.64%
|
1,090,619
|
$155.98
|
$170,114,752
|
+0.17% (+1,875)
|
+0%
|
|
2026 Q1
|
1.53%
|
1,088,744
|
$126.66
|
$137,900,315
|
+50.78% (+366,661)
|
+0.52%
|
|
2025 Q4
|
0.99%
|
722,083
|
$126.58
|
$91,401,266
|
-0.25% (-1,774)
|
-0%
|
|
2025 Q3
|
0.93%
|
723,857
|
$122.42
|
$88,614,574
|
new
|
+0.93%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.