Position in LAMR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$559,812
+$499,978 QoQ
Shares Held
3,589
+499.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#440
of 772 holders
Holding Since
Mar 2023
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAMR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Machina Capital S.A.S. holds $14,768,462 across 6 REIT - Specialty names. LAMR ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
39,541 | $6,467,721 | |
| 2 | EQIX |
Equinix Inc
|
5,643 | $5,882,206 | |
| 3 | IRM |
Iron Mountain Inc
|
7,807 | $986,102 | |
| 4 | LAMR |
Lamar Advertising Co/New
This page
|
3,589 | $559,812 | |
| 5 | SBAC |
Sba Communications Corp
|
2,541 | $448,384 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
9,527 | $424,237 |
All Filings in LAMR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,812 | 3,589 | Shares | Sole | 2026-08-10 | |
| 2023-03-31 | $59,834 | 599 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||