HOURGLASS CAPITAL, LLC LAMR — LAMAR ADVERTISING CO NEW

Ownership history in HOURGLASS CAPITAL, LLC  ·  7 quarters on record

AI Ownership Summary

HOURGLASS CAPITAL, LLC reported LAMAR ADVERTISING CO NEW (LAMR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.43% in 2025 Q2. The latest visible filing shows LAMR at 1.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LAMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOURGLASS CAPITAL, LLC's position in LAMAR ADVERTISING CO NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LAMR was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LAMR stock page HOURGLASS CAPITAL, LLC fund profile HOURGLASS CAPITAL, LLC full holdings
How HOURGLASS CAPITAL, LLC held LAMR — position size vs. price
% of Fund (quarterly)    LAMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 48,660 +497 +1.0% 1.28% $6.2M 2026-05-04 $139.53
2025 Q4 ADDED — — — 48,163 +680 +1.4% 1.31% $6.1M 2026-01-14 $129.22
2025 Q3 REDUCED — — — 47,483 -30 -0.1% 1.31% $5.8M 2025-11-10 $121.70
2025 Q2 ADDED — — — 47,513 +18,568 +64.1% 1.43% $5.8M 2025-07-29 $119.83
2025 Q1 ADDED — — — 28,945 +2,025 +7.5% 0.86% $3.3M 2025-04-30 $108.07
2024 Q4 ADDED — — — 26,920 +1,290 +5.0% 0.90% $3.3M 2025-01-30 $118.71
2024 Q3 INITIATED — — — 25,630 — — 0.95% $3.4M 2024-11-06 $122.13

🏢 Other funds also holding LAMR

As of 2026 Q1 — sorted by position size

LFL Advisers, LLC 3Y 7Y 12.05% Makaira Partners LLC 3Y 7Y 11.88% Hamlin Capital Management, LLC 3Y 7Y 4.22% Van Cleef Asset Management,Inc 3Y 7Y 2.88% Land & Buildings Investment Management, LLC 3Y 7Y 2.87% Palouse Capital Management, Inc. 3Y 7Y 2.41% ELLERSON GROUP INC /ADV 3Y 2.36% Ruffer LLP 3Y 7Y 1.76% TWIN CITY PRIVATE WEALTH, LLC 1.74% Signature Wealth Management Group 3Y 7Y 1.64%

FAQ About HOURGLASS CAPITAL, LLC and LAMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has HOURGLASS CAPITAL, LLC reported owning LAMR?

HOURGLASS CAPITAL, LLC reported LAMR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LAMR position in HOURGLASS CAPITAL, LLC's portfolio?

The largest reported portfolio weight for LAMR was 1.43% in 2025 Q2.

What is the latest reported LAMR position on this page?

The most recent filing on this page is 2026 Q1, when HOURGLASS CAPITAL, LLC reported 48,660 shares, equal to 1.28% of portfolio, with an estimated market value of $6.2M.

What does the chart on this LAMR ownership page compare?

The chart compares HOURGLASS CAPITAL, LLC's quarterly LAMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HOURGLASS CAPITAL, LLC time their LAMR position?

Based on 13F filing dates vs. subsequent LAMR price moves, HOURGLASS CAPITAL, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on LAMR relative to SPY over the holding period was -5.2%.

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