Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Loar Holdings LOAR Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		– Sell
-7,759
Closed -$528K – 1793
2025
Q4 		$528K Sell
7,759
-5,415
-41% -$395K ﹤0.01% 1294
2025
Q3 		$1.05M Buy
+13,174
New +$991K ﹤0.01% 1047

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T. Rowe Price Investment Management
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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Connor, Clark & Lunn Investment Management (CC&L)'s LOAR Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Loar Holdings (LOAR) in Q1 2026, closing a stake of 7,759 shares — an estimated $528K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in LOAR in Q3 2025 and held it in 2 quarters. The position peaked at $1.05M in Q3 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Loar Holdings position as of Q1 2026 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 7,759 Loar Holdings shares in Q1 2026, an estimated $528K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Loar Holdings in Q3 2025 and held it in 2 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Loar Holdings position peaked at $1.05M in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.