Jim Simons
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Jim Simons’s Loar Holdings LOAR Stock Holding History

Jim Simons’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 		$3.16M Sell
55,100
-33,500
-38% -$2.26M ﹤0.01% 1640
2025
Q4 		$6.02M Buy
+88,600
New +$6.46M 0.01% 1198
2025
Q3 		– Sell
-28,400
Closed -$2.45M – 4017
2025
Q2 		$2.45M Buy
28,400
+24,700
+668% +$2.14M ﹤0.01% 1985
2025
Q1 		$261K Buy
+3,700
New +$267K ﹤0.01% 2978
2024
Q4 		– Sell
-27,657
Closed -$2.06M – 3974
2024
Q3 		$2.06M Sell
27,657
-6,043
-18% -$401K ﹤0.01% 1999
2024
Q2 		$1.8M Buy
+33,700
New +$1.83M ﹤0.01% 1942

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 $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

Jim Simons's LOAR Position: Q1 2026 in Review

Jim Simons reduced its Loar Holdings (LOAR) stake by 38% in Q1 2026, selling an estimated $2.26M and leaving 55,100 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Jim Simons first reported a position in LOAR in Q2 2024 and has held it in 6 quarters since. The position peaked at $6.02M in Q4 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Jim Simons held 55,100 shares of Loar Holdings worth $3.16M as of Q1 2026.
  • Jim Simons sold 33,500 Loar Holdings shares in Q1 2026, an estimated $2.26M.
  • Loar Holdings made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1640 holding.
  • Jim Simons first reported a position in Loar Holdings in Q2 2024 and has held it in 6 quarters since.
  • Jim Simons's Loar Holdings position peaked at $6.02M in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.