Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LOAR HOLDINGS INC (LOAR)

231 + Investors. Track Smart Money conviction in LOAR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — LOAR

Based on 227 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LOAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
227 hedge funds hold LOAR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

135 buying119 selling
Last quarter: 135 funds bought or added vs 119 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new LOAR position: 26 → 105 → 33 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 41% entered in last year

■ 4% conviction (2yr+) ■ 56% medium ■ 41% new
Only 9 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

55 → 26 → 105 → 33 → 56 new funds/Q
New funds entering each quarter: 26 → 105 → 33 → 56. LOAR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 4% veterans, 52% new entrants

■ 4% veterans ■ 43% 1-2yr ■ 52% new
Of 231 current holders: 10 (4%) held 2+ years, 100 held 1–2 years, 121 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
36 of 227 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LOAR

In 2025 Q4, 135 hedge funds were net buyers of LOAR (56 opened a new position, 79 added to an existing one), while 119 reduced or exited (76 trimmed, 43 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 29% of total institutional value in LOAR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 227.

Hedge Fund Ownership: LOAR

How many hedge funds hold LOAR — quarterly history vs. share price
Quarterly hedge fund ownership of LOAR vs. share price

Market Analysis: LOAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LOAR

Industrials Aerospace & Defense

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 2 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: LOAR
2026 Q1 Stats Unlock in 5 days 231 + Investors

Track Smart Money conviction in LOAR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 231 224 3.12%
13F Shares 83M 83M -0.42%
Total Value $5.54B $6.55B -15.36%
New Positions 56 33 +23
Increased Positions 83 112 -29
Closed Positions 49 59 -10
Reduced Positions 86 82 +4
Total Calls 3 7 -57.14%
Total Puts 2 5 -60.0%
PUT/CALL Ratio 0.67 0.71 Bullish

Statistics: LOAR

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

231 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LOAR. Verified SEC 13F-HR filings.

Top 25 institutional holders of LOAR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ABRAMS CAPITAL MANAGEMENT, L.P. 39.59% 32,050,240 $1.84B
2 ONE Advisory Partners, LLC 5.18% 293,319 $16.8M
3 Roubaix Capital, LLC 2.47% 92,379 $5.3M
4 BURKETT FINANCIAL SERVICES, LLC 2.45% 125,000 $7.2M
5 WASATCH ADVISORS LP 1.34% 3,509,014 $201.0M
6 TimesSquare Capital Management, LLC 0.90% 925,887 $53K
7 Renaissance Capital LLC 0.83% 20,353 $1.1M
8 GENEVA CAPITAL MANAGEMENT LLC 0.81% 662,118 $37.9M
9 BROWN CAPITAL MANAGEMENT LLC 0.60% 74,228 $4.3M
10 MOODY ALDRICH PARTNERS LLC 0.55% 53,297 $3.1M
11 NEXT CENTURY GROWTH INVESTORS LLC 0.52% 124,938 $7.2M
12 Capricorn Fund Managers Ltd 0.40% 45,327 $2.6M
13 SEVEN GRAND MANAGERS, LLC 0.38% 100,000 $5.7M
14 RIVERBRIDGE PARTNERS LLC 0.36% 258,416 $14.8M
15 Thrive Wealth Management, LLC 0.31% 36,058 $2.1M
16 GoodHaven Capital Management, LLC 0.20% 10,000 $573K
17 Linden Thomas Advisory Services, LLC 0.19% 34,512 $2.0M
18 AXQ CAPITAL, LP 0.19% 25,397 $1.5M
19 FEDERATED HERMES, INC. 0.14% 1,533,602 $87.9M
20 Capital International Investors 0.12% 8,813,395 $504.9M
21 PLANNING DIRECTIONS INC 0.10% 3,572 $205K
22 CAPITAL INTERNATIONAL LTD /CA/ 0.10% 48,044 $2.8M
23 Fourth Dimension Wealth, LLC 0.10% 4,387 $251K
24 Artisan Partners Limited Partnership 0.08% 836,376 $47.9M
25 Prospera Financial Services Inc 0.06% 63,824 $3.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LOAR HOLDINGS INC (LOAR)

What does the Smart Money Trend signal show for LOAR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LOAR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LOAR?

Slight buying edge — 53% buying: Last quarter: 135 funds bought or added vs 119 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LOAR holders?

Strong quality — 29% AUM from major funds: 36 of 227 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LOAR?

Mostly new holders — 41% entered in last year: Only 9 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.