Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Loar Holdings Inc (LOAR)

245 + 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
↑ +7
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — LOAR

Based on 246 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
246 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
+86 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 buying103 selling
Last quarter: 164 funds were net buyers (54 opened a brand new position + 110 added to an existing one). Only 103 were sellers (56 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 108 → 35 → 60 → 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 — 41% entered in last year

■ 3% conviction (2yr+) ■ 57% medium ■ 41% 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 +7%, value -14%

Value
-14%
Shares
+6%
Last quarter: funds added +7% more shares while total portfolio value only changed -14%. 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 → 60 → 54 new funds/Q
New funds entering each quarter: 108 → 35 → 60 → 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 251 current holders: 8 (3%) held 2+ years, 108 held 1–2 years, 135 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
46 of 245 holders rank in the top 100 by AUM, accounting for 30% 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.

Institutional Sentiment Summary — LOAR

In 2026 Q1, 164 hedge funds were net buyers of LOAR (54 opened a new position, 110 added to an existing one), while 103 reduced or exited (56 trimmed, 47 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 30% of total institutional value in LOAR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 246.

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

-- --

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

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

Signal Freshness measures how much LOAR has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 91d ago
LOAR
+39.2%
XLI
+13.3%

LOAR outperformed XLI by +25.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 46d ago
LOAR
+38.9%
XLI
+6.9%

Since the filing became public, LOAR outperformed XLI by +32.0% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 2 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: LOAR
245 + Investors

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

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

Statistics: LOAR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

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:
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. 39.59% 32,050,240 $1.84B
2 ONE Advisory Partners, LLC 5.18% 293,319 $16.8M
3 One Madison Group LLC 4.60% 695,000 $39.8M
4 Spyglass Capital Management LLC 2.52% 584,133 $33.5M
5 Roubaix Capital, LLC 2.47% 92,379 $5.3M
6 Burkett Financial Services, LLC 2.45% 125,000 $7.2M
7 Wasatch Advisors LP 1.34% 3,509,014 $201.0M
8 Burkehill Global Management, LP 1.14% 400,000 $22.9M
9 Clearview Wealth Management LLC 1.09% 27,001 $1.5M
10 Renaissance Capital LLC 0.83% 20,353 $1.1M
11 Geneva Capital Management LLC 0.81% 662,118 $37.9M
12 Zimmer Partners, LP 0.79% 572,500 $32.8M
13 Grandeur Peak Global Advisors, LLC 0.63% 46,846 $2.7M
14 Brown Capital Management LLC 0.60% 74,228 $4.3M
15 Moody Aldrich Partners LLC 0.55% 53,297 $3.1M
16 Next Century Growth Investors LLC 0.52% 124,938 $7.2M
17 Odyssean, LLC 0.43% 20,664 $1.2M
18 Bamco Inc /Ny/ 0.41% 2,366,299 $135.6M
19 Osterweis Capital Management Inc 0.41% 138,370 $7.9M
20 Capricorn Fund Managers Ltd 0.40% 45,327 $2.6M
21 Seven Grand Managers, LLC 0.38% 100,000 $5.7M
22 Riverbridge Partners LLC 0.36% 258,416 $14.8M
23 Ghisallo Capital Management LLC 0.32% 200,000 $11.5M
24 Thrive Wealth Management, LLC 0.31% 36,058 $2.1M
25 Gilder Gagnon Howe & Co LLC 0.30% 440,868 $25.3M
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 103 were sellers (56 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LOAR holders?

Strong quality — 30% AUM from major funds: 46 of 245 holders rank in the top 100 by AUM, accounting for 30% 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 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 Q1 hedge fund 13F filings?

As of today, LOAR has moved +38.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.9% for the XLI sector ETF — an outperformance of +32.0%. Since the quarter end (March 31, 2026), LOAR has gained +39.2% vs +13.3% for XLI. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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.

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