FORA Capital’s Loar Holdings LOAR Stock Holding History

FORA Capital’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
2025 Q3	–	Sell	-6,555	Closed	-$565K	–	699
2025 Q2	$565K	Buy	+6,555	New	+$567K	0.06%	306

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

FORA Capital's LOAR Position: Q3 2025 in Review

FORA Capital sold out of Loar Holdings (LOAR) in Q3 2025, closing a stake of 6,555 shares — an estimated $565K sold.

FORA Capital first reported a position in LOAR in Q2 2025 and held it in 1 quarter. The position peaked at $565K in Q2 2025. 229 funds tracked by Wall St. Rank hold LOAR as of Q3 2025.

FORA Capital reported no remaining Loar Holdings position as of Q3 2025 after selling out during the quarter.
FORA Capital sold 6,555 Loar Holdings shares in Q3 2025, an estimated $565K.
FORA Capital first reported a position in Loar Holdings in Q2 2025 and held it in 1 quarter.
FORA Capital's Loar Holdings position peaked at $565K in Q2 2025.
229 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.