LongLAMRJun 2026
Lamar Advertising Company
Lamar contributed positively as local advertiser demand remained durable. The fund highlights pricing power in secondary markets where Lamar controls more than 80% of billboards…
LAMR
1 published idea on Lamar Advertising Company across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Lamar Advertising Company: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Lamar contributed positively as local advertiser demand remained durable. The fund highlights pricing power in secondary markets where Lamar controls more than 80% of billboards…