Loar Holdings

LOAR • NYSE

Loar Holdings is a aerospace & defense company in the industrials sector on NYSE, led by Mr. Milgrim, with a market cap of $6.3B. As of Q3 2025, 88% of shares are held by 225 institutional investors, with ABRAMS CAPITAL MANAGEMENT, L.P. as the largest holder at 34.23%.

CEOMr. Milgrim

Market Cap$6.3B

Aerospace & Defense

Industrials

Websiteloargroup.com

Country

United States of America

Overview

Overview of institutional ownership in LOAR as of Q3 2025 with a market cap of $7.5B

All Institutions

Institutions: 225
Value Held: $6.6B
Shares Held: 82.8M
Avg Position: $29.5M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 40
Value Held: $2.9B
Shares Held: 36.1M
Avg Position: $72.2M
Median Position: $2.1M

Ownership Breakdown

Institutional (non-HF)

49.91%

$3.7B

Hedge Funds

38.57%

$2.9B

Retail & Other

11.52%

$862.5M

Based on market cap of $7.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in LOAR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ABRAMS CAPITAL MANAGEMENT, L.P. Hedge Fund•Value	Travis Matthew Rhodes President	$2.6B 38.48% of portfolio	34.23% 32.1M shares	Q2 2024 Held for 1y 5m	$6.7B
Blackstone Group L.P. Institution	Jonathan D. Gray President	$547.2M 2.36% of portfolio	7.31% 6.8M shares	Q2 2024 Held for 1y 5m	$23.2B
C Capital International Investors Institution	-	$356.9M 0.06% of portfolio	4.77% 4.5M shares	Q2 2024 Held for 1y 5m	$615.90B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$303.0M 0.00% of portfolio	4.04% 3.8M shares	Q2 2024 Held for 1y 5m	$6.69T
B BlackRock, Inc. Institution	-	$271.7M 0.00% of portfolio	3.63% 3.4M shares	Q2 2024 Held for 1y 5m	$5.67T
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$209.0M 1.12% of portfolio	2.79% 2.6M shares	Q4 2024 Held for 11 months	$18.6B
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$145.8M 0.09% of portfolio	1.95% 1.8M shares	Q2 2024 Held for 1y 5m	$161.58B
BAMCO INC /NY/ Long Only Manager	Ronald Stephen Baron CEO	$144.7M 0.38% of portfolio	1.93% 1.8M shares	Q2 2024 Held for 1y 5m	$37.7B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$127.4M 0.00% of portfolio	1.70% 1.6M shares	Q2 2024 Held for 1y 5m	$2.88T
FEDERATED INVESTORS INC /PA/ Long Only Manager	Gregory Philip Dulski Chairman	$123.1M 0.22% of portfolio	1.64% 1.5M shares	Q2 2024 Held for 1y 5m	$56.6B

Net Capital Flow

Institutional buying and selling activity for LOAR in Q3 2025

Net Flow: −$53.9M
Buyers: 99
Sellers: 124
Total Bought: +$777.7M
Total Sold: −$831.7M
Avg Position: $26.1M

Biggest Buyers

Institution	Net Bought	Current Position
C Capital International Investors Institution	+$321.6M +4.0M shares	$356.9M 4.5M shares
BAMCO INC /NY/ Long Only Manager	+$90.2M +1.1M shares	$144.7M 1.8M shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$47.8M +598.0K shares	$145.8M 1.8M shares
B BlackRock, Inc. Institution	+$27.2M +339.8K shares	$271.7M 3.4M shares
Artisan Partners Limited Partnership Long Only Manager	+$26.7M +334.2K shares	$49.0M 612.4K shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	+$22.4M +280.0K shares	$23.8M 297.2K shares
FIRST TRUST ADVISORS LP ETF Provider	+$21.4M +267.4K shares	$26.6M 332.5K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$20.5M +256.4K shares	$86.0M 1.1M shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$20.2M +252.6K shares	$41.0M 513.1K shares
MORGAN STANLEY RIA/Wealth	+$18.2M +227.6K shares	$44.1M 551.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
Marshall Wace LLP Institution	−$89.1M −1.1M shares	$21.8M 272.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$71.2M −890.0K shares	$3.4M 41.9K shares
Blackstone Group L.P. Institution	−$67.4M −843.1K shares	$547.2M 6.8M shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	−$57.8M −670.4K shares	Sold Off 0 shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$52.1M −651.1K shares	$1.4M 17.5K shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	−$51.7M −600.0K shares	Sold Off 0 shares
R ROYAL BANK OF CANADA Institution	−$50.9M −636.2K shares	$2.5M 31.1K shares
N Neuberger Berman Group LLC Institution	−$50.8M −634.6K shares	$2.1M 25.7K shares
Invesco Ltd. ETF Provider	−$47.0M −587.7K shares	$50.2M 627.4K shares
JENNISON ASSOCIATES LLC Long Only Manager	−$45.1M −564.1K shares	$915.0K 11.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LOAR in Q3 2025

New Positions: 32
New Value: $108.2M
Exited Positions: 57
Exited Value: $226.5M

New Positions

Institution	Position Value
Spyglass Capital Management LLC Long Only Manager	$67.9M 849.1K shares
A Artemis Investment Management LLP Institution	$22.1M 275.7K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	$4.8M 59.9K shares
D DARK FOREST CAPITAL MANAGEMENT LP Pension/Endowment	$2.4M 29.6K shares
Morningstar Investment Management LLC Long Only Manager	$1.8M 22.2K shares
T TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Institution	$1.4M 17.3K shares
H HRT FINANCIAL LLC Institution	$1.2M 14.5K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	$1.1M 13.2K shares
V VIRGINIA RETIREMENT SYSTEMS ET AL Institution	$976.0K 12.2K shares
Q Qube Research & Technologies Ltd Institution	$839.0K 10.5K shares

Exited Positions

Institution	Previous Position
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	$57.8M 670.4K shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	$51.7M 600.0K shares
J JANE STREET GROUP, LLC Institution	$36.3M 421.0K shares
S SOROS FUND MANAGEMENT LLC Institution	$14.9M 172.6K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$6.6M 77.1K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$5.1M 59.4K shares
Aperture Investors, LLC Hedge Fund•Multi-Strategy	$4.9M 56.7K shares
U Universal- Beteiligungs- und Servicegesellschaft mbH Institution	$4.5M 52.1K shares
Engineers Gate Manager LP Hedge Fund•Quant	$4.4M 51.6K shares
Q Quadrature Capital Ltd Institution	$3.4M 39.1K shares

Options Activity

Institutions with the largest Call and Put options positions in LOAR as of Q3 2025

Call Positions: 7
Call Value: $12.9M
Put Positions: 7
Put Value: $4.6M

Call Positions

Institution	Position Value
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$8.4M 1.1K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.4M 301.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.1M 132.0 contracts
W WOLVERINE TRADING, LLC Institution	$439.7K 56.0 contracts
J JANE STREET GROUP, LLC Institution	$248.0K 31.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$216.0K 27.0 contracts
Walleye Trading LLC RIA/Wealth	$88.0K 11.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.8M 353.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.2M 147.0 contracts
W WOLVERINE TRADING, LLC Institution	$361.1K 46.0 contracts
Walleye Trading LLC RIA/Wealth	$248.0K 31.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$40.0K 5.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	- - contracts
J JANE STREET GROUP, LLC Institution	- - contracts

Most Committed Institutions

Institutions with LOAR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ABRAMS CAPITAL MANAGEMENT, L.P. Hedge Fund•Value	Travis Matthew Rhodes President	38.48% $2.6B	34.23% 32.1M shares	Q2 2024 Held for 1y 5m	$6.7B
ONE Advisory Partners, LLC RIA/Wealth	Ronald Nelson Sanders CEO	7.40% $23.4M	0.31% 293.3K shares	Q2 2025 Held for 5 months	$316.2M
One Madison Group LLC Hedge Fund•Multi-Strategy	Omar Marwan Asali Founder	4.93% $45.0M	0.60% 563.0K shares	Q4 2024 Held for 11 months	$912.8M
BURKETT FINANCIAL SERVICES, LLC RIA/Wealth	Phillip Kevin Smiley CCO	3.72% $10.0M	0.13% 125.0K shares	Q2 2025 Held for 5 months	$268.7M
Spyglass Capital Management LLC Long Only Manager	James Andrew Robillard President	3.62% $67.9M	0.91% 849.1K shares	Q3 2025 Held for 2 months	$1.9B
Ghisallo Capital Management LLC Hedge Fund•Multi-Strategy	Michael Walter Germino CEO	3.46% $60.0M	0.80% 750.0K shares	Q2 2024 Held for 1y 5m	$1.7B
Renaissance Capital LLC ETF Provider	William Kevin Smith CEO	2.44% $4.3M	0.06% 54.2K shares	Q2 2024 Held for 1y 5m	$177.7M
Blackstone Group L.P. Institution	Jonathan D. Gray President	2.36% $547.2M	7.31% 6.8M shares	Q2 2024 Held for 1y 5m	$23.2B
Burkehill Global Management, LP Hedge Fund•Event Driven	Christopher Daniel Rich Managing Partner	2.31% $40.0M	0.53% 500.0K shares	Q2 2025 Held for 5 months	$1.7B
Sandia Investment Management LP Hedge Fund•Event Driven	Timothy Joel Sichler Founder	2.03% $599.2K	0.01% 7.5K shares	Q2 2025 Held for 5 months	$29.5M

Hedge Fund Spotlight

Discover hedge funds investing in LOAR

Zweig-DiMenna Associates LLC

Hedge Fund • Long/Short

Portfolio ManagerKevin P Cannon

Portfolio Value: $1.3B
Positions: 93
Last Reported: Q3 2025

Sector Allocation

Position in Loar Holdings

Market Value: $18.6M
Shares Held: 232.3K
Portfolio Weight: 1.46%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
1 Applovin Corporation APP	Software - Application Technology	$81.3M	6.37%
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$79.4M	6.22%
3 Broadcom Inc. AVGO	Semiconductors Technology	$69.5M	5.45%