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Harbert Fund Advisors’s Loar Holdings LOAR Stock Holding History

Harbert Fund Advisors’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
-25,000
Closed -$2.15M – 18
2025
Q2 		$2.15M Buy
+25,000
New +$2.16M 6.46% 8

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Harbert Fund Advisors's LOAR Position: Q3 2025 in Review

Harbert Fund Advisors sold out of Loar Holdings (LOAR) in Q3 2025, closing a stake of 25,000 shares — an estimated $2.15M sold.

Harbert Fund Advisors first reported a position in LOAR in Q2 2025 and held it in 1 quarter. The position peaked at $2.15M in Q2 2025. 229 funds tracked by Wall St. Rank hold LOAR as of Q3 2025.

  • Harbert Fund Advisors reported no remaining Loar Holdings position as of Q3 2025 after selling out during the quarter.
  • Harbert Fund Advisors sold 25,000 Loar Holdings shares in Q3 2025, an estimated $2.15M.
  • Harbert Fund Advisors first reported a position in Loar Holdings in Q2 2025 and held it in 1 quarter.
  • Harbert Fund Advisors's Loar Holdings position peaked at $2.15M in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2025.

Based on Harbert Fund Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.