Loar Holdings Inc (LOAR) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Loar Holdings Inc (LOAR) following the 2026 Q2 hedge fund 13F filings?

As of today, LOAR has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), LOAR gained -4.0% vs +0.7% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Loar Holdings Inc (LOAR)

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

Smart Money Signals — LOAR

Based on 247 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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 (99% of max)

99% of all-time peak

247 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 — +54% more funds vs a year ago

fund count last 6Q

+87 new funds entered over the past year (+54% 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.

🟢

More buyers than sellers — 61% buying

164 buying104 selling

Last quarter: 164 funds were net buyers (54 opened a brand new position + 110 added to an existing one). Only 104 were sellers (57 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 108 → 35 → 61 → 54. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 40% entered in last year

■ 3% conviction (2yr+) ■ 57% medium ■ 40% new

Only 7 funds (3%) 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.

💎

Buying through price weakness — shares +8%, value -13%

Value

-13%

+7%

Last quarter: funds added +8% more shares while total portfolio value only changed -13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

29 → 108 → 35 → 61 → 54 new funds/Q

New funds entering each quarter: 108 → 35 → 61 → 54. 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 — 3% veterans, 54% new entrants

■ 3% veterans ■ 43% 1-2yr ■ 54% new

Of 252 current holders: 8 (3%) held 2+ years, 109 held 1–2 years, 135 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds

48 of 246 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	245	239	2.51%
13F Shares	88M	83M	6.85%
Total Value	$4.76B	$5.54B	-14.12%
New Positions	54	60	-6
Increased Positions	110	81	+29
Closed Positions	48	45	+3
Reduced Positions	53	78	-25
Total Calls	3	3	-
Total Puts	3	2	50.0%
PUT/CALL Ratio	1.0	0.67	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

245

239

2.51%

13F Shares

88M

83M

6.85%

Total Value

$4.76B

$5.54B

-14.12%

New Positions

-6

Increased Positions

110

+29

Closed Positions

Reduced Positions

-25

Total Calls

Total Puts

50.0%

PUT/CALL Ratio

1.0

0.67

Neutral

Institutional Holders (2026 Q2)

245 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LOAR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Abrams Capital Management, L.P.	47.15%	32,050,240	$2.58B
2	ONE Advisory Partners, LLC	6.44%	293,319	$23.6M
3	One Madison Group LLC	5.35%	690,000	$55.6M
4	Burkett Financial Services, LLC	2.98%	118,000	$9.5M
5	Spyglass Capital Management LLC	2.67%	611,657	$49.3M
6	Wasatch Advisors LP	1.71%	3,241,786	$261.3M
7	Clearview Wealth Management LLC	1.40%	27,001	$2.2M
8	Brown Capital Management LLC	1.37%	84,816	$6.8M
9	Geneva Capital Management LLC	1.33%	719,088	$58.0M
10	Grandeur Peak Global Advisors, LLC	1.30%	56,681	$5.6M
11	Renaissance Capital LLC	1.00%	22,473	$1.8M
12	Moody Aldrich Partners LLC	0.96%	65,974	$5.3M
13	Osterweis Capital Management Inc	0.72%	188,865	$15.2M
14	Odyssean, LLC	0.57%	43,660	$3.5M
15	Next Century Growth Investors LLC	0.50%	116,817	$9.4M
16	Capricorn Fund Managers Ltd	0.46%	71,999	$5.8M
17	Zimmer Partners, LP	0.37%	200,000	$16.1M
18	Thrive Wealth Management, LLC	0.37%	35,814	$2.9M
19	Riverbridge Partners LLC	0.34%	153,080	$12.3M
20	Seven Grand Managers, LLC	0.32%	100,000	$8.1M
21	Bamco Inc /Ny/	0.31%	2,523,332	$203.4M
22	Gilder Gagnon Howe & Co LLC	0.30%	366,256	$29.5M
23	GoodHaven Capital Management, LLC	0.25%	10,000	$806K
24	Linden Thomas Advisory Services, LLC	0.22%	34,274	$2.8M
25	Bridgefront Capital, LLC	0.20%	9,497	$766K

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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 61% buying: Last quarter: 164 funds were net buyers (54 opened a brand new position + 110 added to an existing one). Only 104 were sellers (57 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LOAR holders?

Strong quality — 35% AUM from major funds: 48 of 246 holders rank in the top 100 by AUM, accounting for 35% 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 — 40% entered in last year: Only 7 funds (3%) 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.

Is it too late to buy Loar Holdings Inc (LOAR) following the 2026 Q2 hedge fund 13F filings?

As of today, LOAR has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), LOAR has gained -4.0% vs +0.7% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Loar Holdings Inc (LOAR)

Smart Money Signals — LOAR

Buying streak — 2 quarters in a row

At the ownership peak (99% of max)

Fast accumulation — +54% more funds vs a year ago

More buyers than sellers — 61% buying

Fewer new buyers each quarter (-7 vs last Q)

Mostly new holders — 40% entered in last year

Buying through price weakness — shares +8%, value -13%

Peak discovery — momentum slowing

Mixed cohorts — 3% veterans, 54% new entrants

Strong quality — 35% AUM from major funds

Institutional Sentiment Summary — LOAR

Hedge Fund Ownership: LOAR

Market Analysis: LOAR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LOAR

Is It Too Late to Buy Loar Holdings Inc (LOAR) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LOAR

Statistics: LOAR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Loar Holdings Inc (LOAR)

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