LOARNYSEAircraft Parts & Auxiliary Equipment, NECFiscal year ends December 31
Loar Holdings Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$62.00−0.21 (-0.34%)
Close on Oct 19, 2026
- Market cap
- $5.92M
- P/E (TTM)
- 82.7
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.7%
89M of 94M shares
Institutional holders
283
76 new, 36 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
12 buys · 1 sales
Net bought $12.17M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| GPV Loar LLC | 9,357,002 | 10.00% | 13G (passive) amendment | Dec 31, 2024 |
| Capital International Investors | 8,928,972 | 9.50% | 13G (passive) amendment | Mar 31, 2026 |
| Paul S. Levy | 8,012,580 | 8.60% | 13G (passive) amendment | Jun 30, 2025 |
| Stephen A. Schwarzman | 7,683,405 | 8.20% | 13G (passive) amendment | Jun 30, 2025 |
| David Abrams | 37,427,917 | 40.00% | 13G (passive) amendment | Dec 31, 2024 |
| Abrams Capital Management, L.P. | 32,050,240 | 34.30% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LOAR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Abrams Capital Management, L.P. | 32,050,240 | 34.21% | $2.58B | – | 47.15% |
| Capital International Investors | 8,803,898 | 9.40% | $709.68M | −9,497 | 0.15% |
| T. Rowe Price Investment Management, Inc. | 4,148,370 | 4.43% | $334.40K | +445,744 | 0.22% |
| Wellington Management Group Llp | 4,063,339 | 4.34% | $327.55M | +514,061 | 0.06% |
| Wasatch Advisors LP | 3,241,786 | 3.46% | $261.32M | −267,228 | 1.71% |
| Bamco Inc /Ny/ | 2,523,332 | 2.69% | $203.41M | +157,033 | 0.31% |
| State Street Corp | 2,336,798 | 2.49% | $188.37M | −44,805 | 0.01% |
| BlackRock, Inc. | 2,198,873 | 2.35% | $177.25M | −221,130 | 0.00% |
| Vanguard Capital Management LLC | 1,979,244 | 2.11% | $159.55M | +154,795 | 0.00% |
| Vanguard Portfolio Management LLC | 1,772,282 | 1.89% | $142.86M | +95,854 | 0.01% |
| Federated Hermes, Inc. | 1,620,889 | 1.73% | $130.66M | +87,287 | 0.19% |
| UBS Group AG | 1,399,163 | 1.49% | $112.79M | −436,224 | 0.01% |
| Morgan Stanley | 1,151,679 | 1.23% | $92.84M | +472,289 | 0.00% |
| JPMorgan Chase & Co | 954,332 | 1.02% | $76.26M | −210,362 | 0.00% |
| Invesco Ltd. | 883,388 | 0.94% | $71.21M | +425,560 | 0.01% |
| Dimensional Fund Advisors LP | 864,595 | 0.92% | $69.69M | +117,244 | 0.01% |
| Capital World Investors | 831,853 | 0.89% | $67.06M | +49,084 | 0.01% |
| TimesSquare Capital Management, LLC | 798,575 | 0.85% | $64.37M | −127,312 | 946.80% |
| Goldman Sachs Group Inc | 746,596 | 0.80% | $60.18M | +144,593 | 0.01% |
| Artisan Partners Limited Partnership | 737,570 | 0.79% | $59.46M | −98,806 | 0.09% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 283 | 89M | 94.7% | 76 / 97 | 83 / 36 | 6M | 6M |
| Q1 2026 | 248 | 89M | 95.3% | 55 / 110 | 56 / 44 | 16M | 9M |
| Q4 2025 | 242 | 85M | 90.9% | 59 / 83 | 79 / 43 | 10M | 8M |
| Q3 2025 | 229 | 83M | 89.0% | 35 / 98 | 67 / 58 | 12M | 12M |
| Q2 2025 | 253 | 83M | 88.6% | 110 / 90 | 35 / 15 | 20M | 12M |
| Q1 2025 | 162 | 75M | 80.0% | 29 / 74 | 39 / 47 | 5M | 4M |
| Q4 2024 | 182 | 74M | 79.3% | 60 / 67 | 39 / 15 | 10M | 3M |
| Q3 2024 | 138 | 67M | 71.9% | 42 / 43 | 37 / 19 | 15M | 2M |
| Q2 2024 | 117 | 55M | 58.9% | 117 / 0 | 0 / 0 | 55M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LOAR | Value | % of fund | As of |
|---|---|---|---|---|---|
| American Funds Fundamental Investors | 2,870,001 | 3.06% | $231.35M | 0.13% | Jun 30, 2026 |
| Growth Fund of America | 2,650,504 | 2.83% | $170.90M | 0.05% | May 31, 2026 |
| SMALLCAP World Fund Inc | 1,840,381 | 1.96% | $148.35M | 0.16% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 1,695,616 | 1.81% | $136.68M | 1.47% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 1,625,313 | 1.73% | $131.02M | 2.03% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,487,331 | 1.59% | $119.89M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,074,015 | 1.15% | $86.58M | 0.05% | Jun 30, 2026 |
| Wasatch Core Growth Fund | 939,920 | 1.00% | $75.77M | 2.54% | Jun 30, 2026 |
| Federated Hermes Kaufmann Fund | 924,500 | 0.99% | $63.28M | 1.28% | Jul 31, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund | 904,724 | 0.97% | $72.93M | 1.45% | Jun 30, 2026 |
| Growth Fund | 881,215 | 0.94% | $71.03M | 0.12% | Jun 30, 2026 |
| New Perspective Fund | 832,968 | 0.89% | $67.15M | 0.04% | Jun 30, 2026 |
| Baron Discovery Fund | 799,000 | 0.85% | $64.41M | 3.52% | Jun 30, 2026 |
| Federated Hermes Kaufmann Small Cap Fund | 676,500 | 0.72% | $46.31M | 1.63% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 619,169 | 0.66% | $49.91M | 0.11% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Dirkson R. Charles | See Remarks, Director | 4,087,005 | 4.36% | Mar 13, 2026 |
| Brett N. Milgrim | Executive Co-Chairman, Director | 3,831,058 | 4.09% | May 19, 2025 |
| Michael J. Manella | See Remarks | 896,531 | 0.96% | Mar 12, 2026 |
| Glenn D'Alessandro | See Remarks | 908,135 | 0.97% | May 19, 2025 |
| Taiwo K. Danmola | Director | 54,286 | 0.06% | May 22, 2026 |
| Paul S. Levy | Director | 8,087,580 | 8.63% | Mar 17, 2026 |
| Margaret A. McGetrick | Director | 89,286 | 0.10% | Mar 17, 2026 |
| Raja Bobbili | Director, 10% owner | 31,458,420 | 33.58% | Mar 13, 2026 |
| Anthony Carpenito | Director, 10% owner | 31,443,220 | 33.56% | Mar 13, 2026 |
| Alison Bomberg | Director, 10% owner | 31,438,420 | 33.56% | May 20, 2025 |
| David C. Abrams | Director, 10% owner | 32,050,240 | 34.21% | May 20, 2025 |
| Private Credit Strategies LLC Blackstone | 10% owner | – | – | Jun 11, 2025 |
| Inc. Blackstone | 10% owner | 6,802,527 | 7.26% | Jun 11, 2025 |
| Group Management L.L.C. Blackstone | 10% owner | 355,608 | 0.38% | Jun 11, 2025 |
| Stephen A. Schwarzman | 10% owner | – | – | Jun 11, 2025 |
| Holdings I. L.P. Blackstone | 10% owner | – | – | Jun 11, 2025 |
| Alternative Credit Advisors LP Blackstone | 10% owner | 290,663 | 0.31% | Jun 11, 2025 |
| Advisor Holdings L.L.C. GSO | 10% owner | – | – | Jun 11, 2025 |
| Holdings I. LLC GSO | 10% owner | 125,840 | 0.13% | Jun 11, 2025 |
| Orchid Fund LP GSO | 10% owner | – | – | Jun 11, 2025 |
| Holdings IV GP Management L.L.C. Blackstone | 10% owner | – | – | Jun 11, 2025 |
| Holdings IV GP Management (Delaware) L.P. Blackstone | 10% owner | – | – | Jun 11, 2025 |
| Holdings IV L.P. Blackstone | 10% owner | – | – | Jun 11, 2025 |
| Holdings IV GP L.P. Blackstone | 10% owner | 415,276 | 0.44% | Jun 11, 2025 |
| Holdings III L.L.C. GSO | 10% owner | 415,276 | 0.44% | Jun 11, 2025 |
| Orchid Associates LLC GSO | 10% owner | 125,840 | 0.13% | Jun 11, 2025 |
| Europe Fund Management S.a r.l Blackstone | 10% owner | – | – | Jun 11, 2025 |
| Holdings I/II GP L.L.C. Blackstone | 10% owner | 426,443 | 0.46% | Jun 11, 2025 |
| Capital Opportunities Fund III LP GSO | 10% owner | 483,961 | 0.52% | Jun 11, 2025 |
| Twin Peaks LLC BCRED | 10% owner | 403,573 | 0.43% | Jun 11, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Taiwo K. Danmola Director | May 20, 2026 | Sale | −35,000 | $60.59 | $2.12M | 54,286 |
| Paul S. Levy Director | Mar 13, 2026 | Buy | +75,000 | $64.90 | $4.87M | 8,087,580 |
| Anthony Carpenito Director, 10% owner | Mar 13, 2026 | Buy | +50 | $64.70 | $3.24K | 4,800 |
| Dirkson R. Charles See Remarks, Director | Mar 12, 2026 | Buy | +36,434 | $67.45 | $2.46M | 4,087,005 |
| Raja Bobbili Director, 10% owner | Mar 12, 2026 | Buy | +20,000 | $62.76 | $1.26M | 20,000 |
| Raja Bobbili Director, 10% owner | Mar 12, 2026 | Buy | +30,000 | $64.17 | $1.93M | 50,000 |
| Anthony Carpenito Director, 10% owner | Mar 12, 2026 | Buy | +3,490 | $65.16 | $227.41K | 4,750 |
| Anthony Carpenito Director, 10% owner | Mar 12, 2026 | Buy | +1,260 | $64.45 | $81.21K | 1,260 |
| Dirkson R. Charles See Remarks, Director | Mar 12, 2026 | Buy | +36,434 | $67.45 | $2.46M | 4,087,005 |
| Margaret A. McGetrick Director | Mar 11, 2026 | Gift | −71,429 | – | – | 17,857 |
| Dirkson R. Charles See Remarks, Director | Mar 11, 2026 | Buy | +4,166 | $67.49 | $281.16K | 4,050,571 |
| Dirkson R. Charles See Remarks, Director | Mar 11, 2026 | Buy | +4,166 | $67.49 | $281.16K | 4,050,571 |
| Dirkson R. Charles See Remarks, Director | Mar 10, 2026 | Buy | +3,400 | $67.41 | $229.19K | 4,046,405 |
| Dirkson R. Charles See Remarks, Director | Mar 10, 2026 | Buy | +3,400 | $67.41 | $229.19K | 4,046,405 |
| Michael J. Manella See Remarks | Mar 10, 2026 | Gift | −429,960 | – | – | 0 |
| Holdings I. LLC GSO 10% owner | Jun 9, 2025 | Sale | −49,134 | $82.61 | $4.06M | 125,840 |
| Holdings I. LLC GSO 10% owner | Jun 9, 2025 | Sale | −113,327 | $82.61 | $9.36M | 290,246 |
| Holdings I. LLC GSO 10% owner | Jun 9, 2025 | Sale | −99,858 | $82.61 | $8.25M | 255,750 |
| Holdings I. LLC GSO 10% owner | Jun 9, 2025 | Sale | −2,656,060 | $82.61 | $219.42M | 6,802,527 |
| Holdings I. LLC GSO 10% owner | Jun 9, 2025 | Sale | −81,621 | $82.61 | $6.74M | 209,042 |
| Inc. Blackstone 10% owner | Jun 9, 2025 | Sale | −2,656,060 | $82.61 | $219.42M | 6,802,527 |
| Inc. Blackstone 10% owner | Jun 9, 2025 | Sale | −99,858 | $82.61 | $8.25M | 255,750 |
| Inc. Blackstone 10% owner | Jun 9, 2025 | Sale | −113,327 | $82.61 | $9.36M | 290,246 |
| Inc. Blackstone 10% owner | Jun 9, 2025 | Sale | −49,134 | $82.61 | $4.06M | 125,840 |
| Inc. Blackstone 10% owner | Jun 9, 2025 | Sale | −81,621 | $82.61 | $6.74M | 209,042 |
| Orchid Associates LLC GSO 10% owner | Jun 9, 2025 | Sale | −49,134 | $82.61 | $4.06M | 125,840 |
| Orchid Associates LLC GSO 10% owner | Jun 9, 2025 | Sale | −81,621 | $82.61 | $6.74M | 209,042 |
| Orchid Associates LLC GSO 10% owner | Jun 9, 2025 | Sale | −2,656,060 | $82.61 | $219.42M | 6,802,527 |
| Orchid Associates LLC GSO 10% owner | Jun 9, 2025 | Sale | −99,858 | $82.61 | $8.25M | 255,750 |
| Orchid Associates LLC GSO 10% owner | Jun 9, 2025 | Sale | −113,327 | $82.61 | $9.36M | 290,246 |
| Twin Peaks LLC BCRED 10% owner | May 19, 2025 | Sale | −8,861 | $80.91 | $716.94K | 403,573 |
| Twin Peaks LLC BCRED 10% owner | May 19, 2025 | Sale | −207,670 | $80.91 | $16.80M | 9,458,587 |
| Twin Peaks LLC BCRED 10% owner | May 19, 2025 | Sale | −7,808 | $80.91 | $631.75K | 355,608 |
| Twin Peaks LLC BCRED 10% owner | May 19, 2025 | Sale | −3,842 | $80.91 | $310.86K | 174,974 |
| Twin Peaks LLC BCRED 10% owner | May 19, 2025 | Sale | −6,382 | $80.91 | $516.37K | 290,663 |
| Group Management L.L.C. Blackstone 10% owner | May 19, 2025 | Sale | −7,808 | $80.91 | $631.75K | 355,608 |
| Group Management L.L.C. Blackstone 10% owner | May 19, 2025 | Sale | −207,670 | $80.91 | $16.80M | 9,458,587 |
| Group Management L.L.C. Blackstone 10% owner | May 19, 2025 | Sale | −6,382 | $80.91 | $516.37K | 290,663 |
| Group Management L.L.C. Blackstone 10% owner | May 19, 2025 | Sale | −3,842 | $80.91 | $310.86K | 174,974 |
| Group Management L.L.C. Blackstone 10% owner | May 19, 2025 | Sale | −8,861 | $80.91 | $716.94K | 403,573 |
| Alternative Credit Advisors LP Blackstone 10% owner | May 19, 2025 | Sale | −6,382 | $80.91 | $516.37K | 290,663 |
| Alternative Credit Advisors LP Blackstone 10% owner | May 19, 2025 | Sale | −3,842 | $80.91 | $310.86K | 174,974 |
| Alternative Credit Advisors LP Blackstone 10% owner | May 19, 2025 | Sale | −8,861 | $80.91 | $716.94K | 403,573 |
| Alternative Credit Advisors LP Blackstone 10% owner | May 19, 2025 | Sale | −7,808 | $80.91 | $631.75K | 355,608 |
| Alternative Credit Advisors LP Blackstone 10% owner | May 19, 2025 | Sale | −207,670 | $80.91 | $16.80M | 9,458,587 |
| Michael J. Manella See Remarks | May 19, 2025 | Sale | −19,684 | $80.91 | $1.59M | 429,960 |
| Paul S. Levy Director, 10% owner | May 19, 2025 | Sale | −175,923 | $80.91 | $14.23M | 8,012,580 |
| Dirkson R. Charles See Remarks, Director | May 19, 2025 | Sale | −88,767 | $80.91 | $7.18M | 4,043,005 |
| Glenn D'Alessandro See Remarks | May 19, 2025 | Sale | −19,939 | $80.91 | $1.61M | 908,135 |
| Brett N. Milgrim Executive Co-Chairman, Director | May 19, 2025 | Sale | −84,115 | $80.91 | $6.81M | 3,222,517 |
| Raja Bobbili Director, 10% owner | May 16, 2025 | Sale | −690,258 | $80.91 | $55.85M | 31,438,420 |
| Riva Capital Management IV, LLC 10% owner | May 16, 2025 | Sale | −703,691 | $80.91 | $56.94M | 32,050,240 |
| Twin Peaks LLC BCRED 10% owner | May 16, 2025 | Sale | −1,379,375 | $80.91 | $111.61M | 9,666,257 |
| Twin Peaks LLC BCRED 10% owner | May 16, 2025 | Sale | −51,860 | $80.91 | $4.20M | 363,416 |
| Twin Peaks LLC BCRED 10% owner | May 16, 2025 | Sale | −58,854 | $80.91 | $4.76M | 412,434 |
| Twin Peaks LLC BCRED 10% owner | May 16, 2025 | Sale | −25,517 | $80.91 | $2.06M | 178,816 |
| Twin Peaks LLC BCRED 10% owner | May 16, 2025 | Sale | −42,388 | $80.91 | $3.43M | 297,045 |
| Group Management L.L.C. Blackstone 10% owner | May 16, 2025 | Sale | −42,388 | $80.91 | $3.43M | 297,045 |
| Group Management L.L.C. Blackstone 10% owner | May 16, 2025 | Sale | −25,517 | $80.91 | $2.06M | 178,816 |
| Group Management L.L.C. Blackstone 10% owner | May 16, 2025 | Sale | −51,860 | $80.91 | $4.20M | 363,416 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kayode Danmola Taiwo Director | May 20, 2026 | 35,000 | $2.12M | May 20, 2026 | Directed Share Program |
| Capital Opportunities Fund III LP GSO See Remarks | Jun 9, 2025 | 2,656,060 | $238.83M | Jun 9, 2025 | Acquired in a corporate reorganization in connection with the Issuer's initial public offering |
| Twin Peaks LLC BCRED See Remarks | Jun 9, 2025 | 113,327 | $10.19M | Jun 9, 2025 | Acquired in a corporate reorganization in connection with the Issuer's initial public offering |
| Orchid Fund LP GSO See Remarks | Jun 9, 2025 | 81,621 | $7.34M | Jun 9, 2025 | Acquired in a corporate reorganization in connection with the Issuer's initial public offering |
| Barre des Ecrins Master Fund SCSp GSO See Remarks | Jun 9, 2025 | 49,134 | $4.42M | Jun 9, 2025 | Acquired in a corporate reorganization in connection with the Issuer's initial public offering |
| Private Credit Fund Blackstone See Remarks | Jun 9, 2025 | 99,858 | $8.98M | Jun 9, 2025 | Acquired in a corporate reorganization in connection with the Issuer's initial public offering |