Applied Capital LLC/FL

Position in LAMR — Lamar Advertising Co/New

CIK 1965393 Hollywood, FL

Position in LAMR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,275,136

+$1,063,361 QoQ

Shares Held

8,175

+388.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#318

of 772 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Applied Capital LLC/FL holds $3,410,745 across 3 REIT - Specialty names. LAMR ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New This page	8,175	$1,275,136
2	CCI	Crown Castle Inc.	15,459	$1,170,710
3	AMT	American Tower Corp /Ma/	5,899	$964,899

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,275,136	8,175	+388.9%	Shares	Sole	2026-07-15
2026-03-31	$211,775	1,672	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.