Position in LAMR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,604,248
-$12,590,416 QoQ
Shares Held
176,973
-44.2% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#69
of 772 holders
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAMR Over Time
Shares Held
Position Value (USD)
Derivatives in LAMR
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$230,470
PutShares
1,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $787,641,888 across 15 REIT - Specialty names. LAMR ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
576,841 | $601,293,289 | |
| 2 | AMT |
American Tower Corp /Ma/
|
431,852 | $70,638,031 | |
| 3 | LAMR |
Lamar Advertising Co/New
This page
|
176,973 | $27,604,248 | |
| 4 | FRMI |
Fermi Inc.
|
2,132,185 | $19,530,814 | |
| 5 | BXDC |
Blackstone Digital Infrastructure Trust Inc.
|
515,099 | $11,141,591 | |
| 6 | FPI |
Farmland Partners Inc.
|
1,148,972 | $11,122,048 | |
| 7 | IRM |
Iron Mountain Inc
|
65,892 | $8,322,818 | |
| 8 | EPR |
Epr Properties
|
131,000 | $7,599,310 |
All Filings in LAMR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,604,248 | 176,973 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,194,664 | 317,343 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,506,033 | 241,002 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,041,206 | 33,011 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,427,314 | 11,761 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $467,522 | 4,109 | Shares | Sole | 2025-05-15 | |
| 2022-06-30 | $925,620 | 10,522 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $230,470 | 1,900 | Put | Sole | 2022-02-14 | |
| 2021-06-30 | $313,260 | 3,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $2,374,485 | 25,282 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,020,772 | 84,364 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,579,544 | 23,871 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,665,793 | 39,931 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||