LOAR
Loar Holdings Inc. · Industrials · Aerospace & Defense
Momentum inputs (comparable managers):
holder breadth -22.2% ·
share flow -11.4% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.38K | $269,772 | n/a | n/a |
| Q2 2026 | 91 | +6 | 39.16M | $3.16B | +13 | −6 |
| Q1 2026 | 87 | -4 | 39.26M | $2.25B | +4 | −9 |
| Q4 2025 | 92 | +2 | 35.09M | $2.39B | +3 | n/a |
| Q3 2025 | 16 | -2 | 15.13M | $1.21B | +2 | −5 |
| Q2 2025 | 16 | +3 | 15.07M | $1.30B | +4 | −1 |
| Q1 2025 | 10 | +1 | 3.73M | $263.42M | +2 | −1 |
| Q4 2024 | 9 | +1 | 3.66M | $270.68M | +3 | −2 |
| Q3 2024 | 7 | -2 | 2.12M | $157.79M | n/a | −2 |
| Q2 2024 | 9 | n/a | 2.39M | $127.50M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 1.09M | +7.5% | $81.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Capital World Investors ✦ | 600.00K | 0.0% | $44.75M | 0.0% | Held | 2 | SEC ↗ |
| 3 | Soros Fund Management ✦ | 200.00K | 0.0% | $14.92M | 0.4% | Held | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 175.57K | +1.5% | $13.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Renaissance Technologies ✦ | 27.66K | -17.9% | $2.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Norges Bank ✦ (passive) | 12.00K | 0.0% | $895,080 | 0.0% | Held | 2 | SEC ↗ |
| 7 | PRIMECAP Management ✦ | 8.38K | -56.8% | $625,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $16.02M | was 0.0% |
| Wellington Management | $1.80M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 247 holders, 88.14M shares, $4.80B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.