LOAR HOLDINGS INC LOAR
COM SHS · Common Stock · CUSIP 53947R105
- SectorIndustrials
- IndustryAircraft Parts & Auxiliary Equipment, NEC
- HeadquartersWhite Plains, NY
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $68.00. Options: 5 managers hold calls ($2.9m notional), 3 hold puts ($1.1m).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2024 | 118 |
| Q3 2024 | 139 |
| Q4 2024 | 183 |
| Q1 2025 | 163 |
| Q2 2025 | 254 |
| Q3 2025 | 229 |
| Q4 2025 | 242 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 83 | 54 |
| Q4 2024 | 114 | 54 |
| Q1 2025 | 100 | 82 |
| Q2 2025 | 197 | 50 |
| Q3 2025 | 133 | 123 |
| Q4 2025 | 133 | 122 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $8.4m | $1.1m | 0.13 |
| Q2 2025 | $17.9m | $6.4m | 0.36 |
| Q3 2025 | $13.9m | $5.1m | 0.37 |
| Q4 2025 | $2.9m | $1.1m | 0.39 |
Biggest buyers
| Capital International Investors | Added | +2.8m |
| UBS Group AG | Added | +927.9k |
| T. Rowe Price Investment Management, Inc. | Added | +860.6k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +587.5k |
| WASATCH ADVISORS LP | Added | +452.6k |
| GENEVA CAPITAL MANAGEMENT LLC | New | +358.1k |
| BAMCO INC /NY/ | Added | +310.4k |
| STATE STREET CORP | Added | +288.1k |
| RIVERBRIDGE PARTNERS LLC | New | +277.0k |
| CITADEL ADVISORS LLC | Added | +231.8k |
Biggest sellers
| Blackstone Inc. | Reduced | -3.3m |
| BlackRock, Inc. | Reduced | -981.5k |
| Ghisallo Capital Management LLC | Reduced | -550.0k |
| JPMORGAN CHASE & CO | Reduced | -450.6k |
| FMR LLC | Reduced | -407.3k |
| LORD, ABBETT & CO. LLC | Reduced | -306.7k |
| Invesco Ltd. | Reduced | -277.2k |
| MARSHALL WACE, LLP | Reduced | -191.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -138.2k |
| FRANKLIN RESOURCES INC | Sold out | -127.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.4m20.8k shares |
| CITADEL ADVISORS LLC | Reduced | $836.4k12.3k shares |
| JANE STREET GROUP, LLC | Added | $571.2k8.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $34.0k500 shares |
| GROUP ONE TRADING LLC | Added | $27.2k400 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $571.2k8.4k shares |
| CITADEL ADVISORS LLC | Reduced | $469.2k6.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $74.8k1.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. 13G · exempt (held before listing) -5.7 pts · filed 2025-08-08 | 34.3% |
| Capital International Investors 13G · institution +1.7 pts · filed 2026-05-14 | 9.5% |
| GPV Loar LLC 13G · exempt (held before listing) -1.4 pts · filed 2025-08-13 | 8.6% |
Fell to 5% or below in the last year: Blackstone Holdings I/II GP L.L.C. (3.8%, 2026-02-13)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 3 | $2.0m | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 9 | $206.9m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 9 | $1.1bn | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. 38.41% of their portfolio | 32.1m $2.2bn | Unchanged |
| Capital International Investors 0.08% of their portfolio | 7.2m $490.9m | Added +2.8m |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.7m $253.3m | Reduced -61.4k |
| Blackstone Inc. 1.05% of their portfolio | 3.5m $241.3m | Reduced -3.3m |
| WASATCH ADVISORS LP 1.24% of their portfolio | 3.1m $208.4m | Added +452.6k |
| T. Rowe Price Investment Management, Inc. 0.07% of their portfolio | 2.7m $182.4m | Added +860.6k |
| BlackRock, Inc. 0.00% of their portfolio | 2.4m $164.2m | Reduced -981.5k |
| BAMCO INC /NY/ 0.39% of their portfolio | 2.1m $144.1m | Added +310.4k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $127.9m | Added +288.1k |
| FEDERATED HERMES, INC. 0.17% of their portfolio | 1.5m $104.3m | Reduced -5.5k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 1.5m $100.3m | Reduced -61.2k |
| UBS Group AG 0.02% of their portfolio | 1.3m $86.8m | Added +927.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.1m $73.7m | Added +587.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.1m $73.7m | Added +8.2k |
| Spyglass Capital Management LLC 3.08% of their portfolio | 904.1k $61.5m | Added +55.1k |
| TimesSquare Capital Management, LLC 0.90% of their portfolio | 882.3k $60.0m | Reduced -24.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 695.4k $47.3m | Added +18.1k |
| One Madison Group LLC 5.40% of their portfolio | 688.0k $46.8m | Added +125.0k |
| MORGAN STANLEY 0.00% of their portfolio | 685.3k $46.6m | Added +134.3k |
| NORGES BANK 0.00% of their portfolio | 677.2k $46.1m | Not comparable |
| Alyeska Investment Group, L.P. 0.12% of their portfolio | 647.8k $44.1m | Added +87.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 636.5k $43.3m | Added +123.4k |
| FRED ALGER MANAGEMENT, LLC 0.17% of their portfolio | 628.0k $42.7m | Reduced -39.9k |
| Capital World Investors 0.01% of their portfolio | 600.0k $40.8m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 592.8k $40.3m | Reduced -138.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 576.0k $39.2m | Reduced -450.6k |
| Artisan Partners Limited Partnership 0.06% of their portfolio | 555.5k $37.8m | Reduced -56.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 546.3k $37.1m | Added +150.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 525.0k $35.7m | Added +227.8k |
| GILDER GAGNON HOWE & CO LLC 0.34% of their portfolio | 466.9k $31.7m | Reduced -8.3k |
| Burkehill Global Management, LP 1.79% of their portfolio | 400.0k $27.2m | Reduced -100.0k |
| GENEVA CAPITAL MANAGEMENT LLC 0.46% of their portfolio | 358.1k $24.3m | New |
| Invesco Ltd. 0.00% of their portfolio | 350.2k $23.8m | Reduced -277.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 337.8k $23.0m | Added +5.9k |
| ONE Advisory Partners, LLC 6.01% of their portfolio | 293.3k $19.9m | Unchanged |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.14% of their portfolio | 291.7k $19.8m | Reduced -25.6k |
| Artemis Investment Management LLP 0.23% of their portfolio | 280.9k $19.1m | Added +5.2k |
| RIVERBRIDGE PARTNERS LLC 0.35% of their portfolio | 277.0k $18.8m | New |
| Zimmer Partners, LP 0.49% of their portfolio | 275.0k $18.7m | Added +145.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 273.7k $18.6m | Added +231.8k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 267.5k $18.2m | Reduced -10.8k |
| Cerity Partners LLC 0.02% of their portfolio | 242.3k $16.5m | Added +20 |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 228.4k $15.5m | Reduced -11.1k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 218.9k $14.9m | Reduced -113.6k |
| FMR LLC 0.00% of their portfolio | 214.8k $14.6m | Reduced -407.3k |
| LORD, ABBETT & CO. LLC 0.04% of their portfolio | 203.5k $13.8m | Reduced -306.7k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 202.9k $13.8m | Added +22.4k |
| Ghisallo Capital Management LLC 0.61% of their portfolio | 200.0k $13.6m | Reduced -550.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 198.5k $13.5m | Added +26.2k |
| BARCLAYS PLC 0.01% of their portfolio | 190.2k $12.9m | Added +2.6k |
| SEGALL BRYANT & HAMILL, LLC 0.17% of their portfolio | 183.4k $12.5m | Added +8.2k |
| Select Equity Group, L.P. 0.06% of their portfolio | 182.5k $12.4m | Added +14.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 180.8k $12.3m | Added +1.8k |
| Zweig-DiMenna Associates LLC 0.76% of their portfolio | 158.2k $10.8m | Reduced -74.0k |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 1.56% of their portfolio | 150.0k $10.2m | Unchanged |
| Woodline Partners LP 0.04% of their portfolio | 139.2k $9.5m | Unchanged |
| BURKETT FINANCIAL SERVICES, LLC 2.90% of their portfolio | 125.0k $8.5m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 106.7k $7.3m | Added +2.3k |
| SEVEN GRAND MANAGERS, LLC 0.52% of their portfolio | 100.0k $6.8m | Added +25.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 99.6k $6.8m | Added +2.1k |
| BROWN CAPITAL MANAGEMENT LLC 0.54% of their portfolio | 97.1k $6.6m | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 93.7k $6.4m | First filing |
| Nuveen, LLC 0.00% of their portfolio | 88.7k $6.0m | Added +3.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 88.6k $6.0m | New |
| TD Asset Management Inc 0.00% of their portfolio | 80.8k $5.5m | Added +25.4k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 80.6k $5.5m | Reduced -191.9k |
| Grandeur Peak Global Advisors, LLC 0.72% of their portfolio | 79.1k $5.4m | Added +58.9k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.28% of their portfolio | 75.0k $5.1m | New |
| CITIGROUP INC 0.00% of their portfolio | 72.5k $4.9m | Reduced -577 |
| Capricorn Fund Managers Ltd 1.15% of their portfolio | 70.0k $4.8m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 68.5k $4.7m | Reduced -5.5k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 65.8k $4.5m | Added +46.5k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.20% of their portfolio | 65.2k $4.4m | Added +35.5k |
| Swiss National Bank 0.00% of their portfolio | 64.7k $4.4m | Added +1.2k |
| XTX Topco Ltd 0.12% of their portfolio | 64.6k $4.4m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 57.1k $3.9m | Added +1.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 57.0k $3.9m | Added +6.4k |
| HRT FINANCIAL LP 0.02% of their portfolio | 56.1k $3.8m | Added +41.6k |
| Moody Aldrich Partners LLC 0.68% of their portfolio | 53.8k $3.7m | Reduced -2.6k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.04% of their portfolio | 52.0k $3.5m | Added +4.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 48.5k $3.3m | Added +17.4k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 47.3k $3.2m | Added +29.8k |
| Legal & General Group Plc 0.00% of their portfolio | 46.8k $3.2m | Added +181 |
| NEXT CENTURY GROWTH INVESTORS LLC 0.22% of their portfolio | 46.0k $3.1m | Reduced -181 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 44.0k $3.0m | Reduced -1.6k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 43.2k $2.9m | Added +17.5k |
| Thrive Wealth Management, LLC 0.41% of their portfolio | 41.0k $2.8m | Added +16 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 40.5k $2.8m | Reduced -41.2k |
| CAPITAL INTERNATIONAL LTD /CA/ 0.10% of their portfolio | 39.9k $2.7m | New |
| Gotham Asset Management, LLC 0.01% of their portfolio | 39.7k $2.7m | Reduced -20.3k |
| Jain Global LLC 0.03% of their portfolio | 38.2k $2.6m | Reduced -14.7k |
| CAPITAL INTERNATIONAL SARL 0.04% of their portfolio | 37.9k $2.6m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 36.9k $2.5m | Added +7.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.06% of their portfolio | 36.0k $2.4m | Reduced -85.9k |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% of their portfolio | 33.7k $2.3m | Unchanged |
| B. Metzler seel. Sohn & Co. AG 0.02% of their portfolio | 32.1k $2.2m | Added +8.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 32.0k $2.2m | Reduced -24 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 31.4k $2.1m | Added +2.1k |
| Linden Thomas Advisory Services, LLC 0.20% of their portfolio | 28.8k $2.0m | Reduced -364 |
| Renaissance Capital LLC 1.33% of their portfolio | 27.2k $1.8m | Reduced -27.0k |