LOAR
Loar Holdings Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $61 | $59 | -5% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $75 | $59 | -21% |
| D.E. Shaw re-entered | Q3 2025(8Q snapshot) | 3Q | $70 | $59 | -16% |
| Millennium Management | Q3 2025(8Q snapshot) | 3Q | $70 | $59 | -16% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Two Sigma Investments | Q3 2025 | Q2 2026 | → $57 | -18% |
| Soros Fund Management | Q3 2024 | Q4 2025 | → $67 | -11% |
| AQR Capital Management | Q3 2025 | Q4 2025 | → $67 | -4% |
| Point72 Asset Management | Q1 2025 | Q2 2025 | → $84 | +23% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Loar Holdings Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 22, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-237017May 22, 2026
- Form 40001193125-26-110847Mar 17, 2026
- Form 40001193125-26-110832Mar 17, 2026
- Form 40001193125-26-106500Mar 13, 2026
- Form 40001193125-26-106019Mar 13, 2026
- Form 4/Aamend0001193125-26-105003Mar 13, 2026
- Form 40001193125-26-104759Mar 12, 2026
- Form 40001193125-26-104753Mar 12, 2026
- Form 40000950170-25-084864Jun 11, 2025
- Form 40000950170-25-084862Jun 11, 2025
- Form 40000950170-25-084858Jun 11, 2025
- Form 40000950170-25-075322May 20, 2025
- Form 40000950170-25-075312May 20, 2025
- Form 40000950170-25-075308May 20, 2025
- Form 40000950170-25-075299May 20, 2025
Fundamentals
XBRL · Loar Holdings Inc.Annual figures sourced directly from Loar Holdings Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Loar Holdings Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 4, 2026
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 7, 2026
- DEF 14AProxy statementApr 14, 2026
- 10-KAnnual reportMar 2, 2026
- 8-KMaterial eventFeb 26, 2026
- 8-K/AMaterial event (amended)Dec 29, 2025
- 8-KMaterial eventDec 29, 2025
- 8-KMaterial eventDec 1, 2025
- 10-QQuarterly reportNov 12, 2025
- 8-KMaterial eventNov 12, 2025
- 10-QQuarterly reportAug 13, 2025
- 8-KMaterial eventAug 13, 2025
- 8-KMaterial eventJun 5, 2025
- 8-KMaterial eventMay 19, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q1 2026 | open | $64 | $59 | -8% |
| Renaissance Technologies | Q1 2026 | open | $64 | $59 | -9% |
| Two Sigma Investments | Q3 2025 | Q2 2026 | $70 | $57 | -18% |
| D.E. Shaw | Q3 2025 | Q4 2025 | $70 | $67 | -4% |
| AQR Capital Management | Q3 2025 | Q4 2025 | $70 | $67 | -4% |
| Millennium Management | Q3 2025 | open | $70 | $59 | -16% |
| Renaissance Technologies | Q2 2025 | Q4 2025 | $83 | $69 | -18% |
| Citadel Advisors | Q1 2025 | open | $68 | $59 | -14% |
| Point72 Asset Management | Q1 2025 | Q2 2025 | $68 | $84 | +23% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $75 | $82 | +10% |
| Soros Fund Management | Q3 2024 | Q4 2025 | $75 | $67 | -11% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $61 | $70 | +14% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.