3 hedge funds and family offices disclose a LAMR position in their latest SEC 13F filing — combined $122.2M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Egerton Capital | Egerton Capital (UK) LLP | 722,083 | $91.4M | 0.99% | 2025-12-31 |
| 2 | Tom Gayner | Markel Group Inc. | 193,000 | $30.1M | 0.23% | 2026-06-30 |
| 3 | Thomas Russo | Gardner Russo & Quinn LLC | 5,368 | $680K | 0.01% | 2026-03-31 |
As of the latest 13F window, 3 tracked superinvestors hold LAMR. The largest disclosed position is Egerton Capital at $91.4M (1.0% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying LAMR, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
3 hedge funds and family offices disclose a LAMR position in their latest SEC 13F filing — combined $122.2M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Egerton Capital | Egerton Capital (UK) LLP | 722,083 | $91.4M | 0.99% | 2025-12-31 |
| 2 | Tom Gayner | Markel Group Inc. | 193,000 | $30.1M | 0.23% | 2026-06-30 |
| 3 | Thomas Russo | Gardner Russo & Quinn LLC | 5,368 | $680K | 0.01% | 2026-03-31 |
As of the latest 13F window, 3 tracked superinvestors hold LAMR. The largest disclosed position is Egerton Capital at $91.4M (1.0% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying LAMR, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
