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Boothbay Fund Management’s Loar Holdings LOAR Stock Holding History

Boothbay Fund Management’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$803K Sell
14,018
-22,008
-61% -$1.48M 0.01% 1066
2025
Q4 		$2.45M Sell
36,026
-85,879
-70% -$6.26M 0.04% 501
2025
Q3 		$9.75M Buy
121,905
+14,850
+14% +$1.12M 0.14% 164
2025
Q2 		$9.22M Buy
107,055
+96,055
+873% +$8.31M 0.18% 146
2025
Q1 		$777K Sell
11,000
-57,616
-84% -$4.16M 0.02% 709
2024
Q4 		$5.07M Buy
68,616
+61,566
+873% +$5.05M 0.13% 234
2024
Q3 		$526K Buy
+7,050
New +$468K 0.01% 961

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boothbay Fund Management's LOAR Position: Q1 2026 in Review

Boothbay Fund Management reduced its Loar Holdings (LOAR) stake by 61% in Q1 2026, selling an estimated $1.48M and leaving 14,018 shares worth $803K. The position accounts for 0.01% of the portfolio, ranked #1066.

Boothbay Fund Management first reported a position in LOAR in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.75M in Q3 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Boothbay Fund Management held 14,018 shares of Loar Holdings worth $803K as of Q1 2026.
  • Boothbay Fund Management sold 22,008 Loar Holdings shares in Q1 2026, an estimated $1.48M.
  • Loar Holdings made up 0.01% of Boothbay Fund Management's portfolio in Q1 2026, its #1066 holding.
  • Boothbay Fund Management first reported a position in Loar Holdings in Q3 2024 and has held it in 7 quarters since.
  • Boothbay Fund Management's Loar Holdings position peaked at $9.75M in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.