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Capricorn Fund Managers’s Loar Holdings LOAR Stock Holding History

Capricorn Fund Managers’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
Q2 		$5.8M Buy
71,999
+26,672
+59% +$1.7M 0.46% 69
2026
Q1 		$2.6M Sell
45,327
-24,673
-35% -$1.66M 0.4% 65
2025
Q4 		$4.76M Buy
+70,000
New +$5.1M 1.15% 34

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capricorn Fund Managers's LOAR Position: Q2 2026 in Review

Capricorn Fund Managers increased its Loar Holdings (LOAR) stake by 59% in Q2 2026, buying an estimated $1.7M and bringing the position to 71,999 shares worth $5.8M. The position accounts for 0.46% of the portfolio, ranked #69.

Capricorn Fund Managers first reported a position in LOAR in Q4 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Capricorn Fund Managers held 71,999 shares of Loar Holdings worth $5.8M as of Q2 2026.
  • Capricorn Fund Managers bought 26,672 Loar Holdings shares in Q2 2026, an estimated $1.7M.
  • Loar Holdings made up 0.46% of Capricorn Fund Managers's portfolio in Q2 2026, its #69 holding.
  • Capricorn Fund Managers first reported a position in Loar Holdings in Q4 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Capricorn Fund Managers's 13F filing for Q2 2026, filed 24 Jul 2026.