SPO Advisory Partners L.P. is 10% at LAMAR ADVERTISING CO/NEW (LAMR). They have made 29 open-market trades across 8 companies since 2006, most recently 2016-10-05.
CIK 0001252456
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
23 open-market purchases totalling $117.0M since 2006, against 6 sales. Across 19 scored buys the stock is up 0.1% at ninety days, and 0.2 points behind the S&P over the same stretch.
19 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 0% | 84% | 84% |
| Avg Move | -9.7% | +0.1% | +0.1% |
| Alpha | -3.9% | -0.2% | -0.2% |
| Scored | 19 | 19 | 19 |
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 100% | 60% | 40% |
| Avg Move | -5.4% | -1.4% | +7.8% |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| OAS | SELL | 2016-10-04 | 2016-10-06 | $11.56 | $41.0M | -9.4% | -7.4% | +39.0% |
| OAS | BUY | 2015-01-23 | 2015-01-27 | $13.24 | $13.2M | -25.1% | +3.8% | +3.8% |
| ADVS | SELL | 2013-05-10 | 2013-05-10 | $25.25 | $190.4M | N/A | N/A | N/A |
| LAMR | SELL | 2012-08-08 | 2012-08-10 | $33.75 | $104.6M | -3.3% | +0.4% | +0.4% |
| REN | BUY | 2012-06-12 | 2012-06-14 | $8.71 | $174K | -24.4% | -2.3% | -2.3% |
| REN | BUY | 2012-05-31 | 2012-06-04 | $8.43 | $2.1M | -24.4% | -2.3% | -2.3% |
| REN | BUY | 2012-05-25 | 2012-05-30 | $8.57 | $4.8M | -24.4% | -2.3% | -2.3% |
| CPN | SELL | 2012-02-13 | 2012-02-13 | $15.57 | $261.6M | -7.4% | +0.4% | +0.4% |
| CCI | SELL | 2011-05-09 | 2011-05-11 | $42.14 | $81.3M | -3.3% | -0.3% | -0.3% |
| CCI | SELL | 2010-07-26 | 2010-07-28 | $39.21 | $29.0M | -3.3% | -0.3% | -0.3% |
| KWK | BUY | 2009-03-25 | 2009-03-27 | $6.43 | $13.1M | N/A | N/A | N/A |
| CPN | BUY | 2008-10-22 | 2008-10-24 | $11.29 | $9.3M | -7.4% | +0.4% | +0.4% |
| CPN | BUY | 2008-10-21 | 2008-10-22 | $12.40 | $11.3M | -7.4% | +0.4% | +0.4% |
| CPN | BUY | 2008-10-16 | 2008-10-20 | $8.56 | $9.2M | -7.4% | +0.4% | +0.4% |
| LAMR | BUY | 2008-07-02 | 2008-07-03 | $35.50 | $10.9M | -3.3% | +0.4% | +0.4% |
| LAMR | BUY | 2008-07-01 | 2008-07-03 | $35.28 | $5.7M | -3.3% | +0.4% | +0.4% |
| LAMR | BUY | 2008-06-26 | 2008-06-30 | $34.56 | $3.2M | -3.3% | +0.4% | +0.4% |
| LAMR | BUY | 2008-03-18 | 2008-03-20 | $34.47 | $6.9M | -3.3% | +0.4% | +0.4% |
| ADVS | BUY | 2008-01-24 | 2008-01-28 | $40.78 | $720K | N/A | N/A | N/A |
| ADVS | BUY | 2008-01-22 | 2008-01-24 | $41.42 | $621K | N/A | N/A | N/A |
| CBT | BUY | 2008-01-03 | 2008-01-07 | $31.78 | $2.0M | -8.2% | +0.2% | +0.2% |
| CBT | BUY | 2008-01-02 | 2008-01-02 | $32.95 | $2.8M | -8.2% | +0.2% | +0.2% |
| CBT | BUY | 2007-12-28 | 2008-01-02 | $33.31 | $714K | -8.2% | +0.2% | +0.2% |
| CBT | BUY | 2007-12-26 | 2007-12-28 | $33.60 | $558K | -8.2% | +0.2% | +0.2% |
| CBT | BUY | 2007-12-14 | 2007-12-17 | $33.98 | $1.3M | -8.2% | +0.2% | +0.2% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| ADVS |
| 8,198,921 |
| — |
| Total | $8.9B |
Shares reported on the most recent Form 4, priced at the 2016-10-06 close. 2 holdings could not be priced and are excluded from the total.
| Scored | 5 | 5 | 5 |