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Joel Greenblatt’s Loar Holdings LOAR Stock Holding History

Joel Greenblatt’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 		$5.46M Buy
67,770
+49,720
+275% +$3.17M 0.01% 929
2026
Q1 		$1.03M Sell
18,050
-21,634
-55% -$1.46M ﹤0.01% 1296
2025
Q4 		$2.7M Sell
39,684
-20,263
-34% -$1.48M 0.01% 959
2025
Q3 		$4.8M Buy
+59,947
New +$4.51M 0.02% 789

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

Joel Greenblatt's LOAR Position: Q2 2026 in Review

Joel Greenblatt increased its Loar Holdings (LOAR) stake by 275% in Q2 2026, buying an estimated $3.17M and bringing the position to 67,770 shares worth $5.46M. The position accounts for 0.01% of the portfolio, ranked #929.

Joel Greenblatt first reported a position in LOAR in Q3 2025 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Joel Greenblatt held 67,770 shares of Loar Holdings worth $5.46M as of Q2 2026.
  • Joel Greenblatt bought 49,720 Loar Holdings shares in Q2 2026, an estimated $3.17M.
  • Loar Holdings made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #929 holding.
  • Joel Greenblatt first reported a position in Loar Holdings in Q3 2025 and has held it in 4 quarters since.
  • 280 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.