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Mitchell Capital Management’s Loar Holdings LOAR Stock Holding History

Mitchell Capital Management’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
Q4 		– Sell
-46,445
Closed -$3.72M – 138
2025
Q3 		$3.72M Sell
46,445
-8,924
-16% -$671K 0.64% 53
2025
Q2 		$4.22M Buy
+55,369
New +$4.79M 0.79% 39

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Mitchell Capital Management's LOAR Position: Q4 2025 in Review

Mitchell Capital Management sold out of Loar Holdings (LOAR) in Q4 2025, closing a stake of 46,445 shares — an estimated $3.72M sold.

Mitchell Capital Management first reported a position in LOAR in Q2 2025 and held it in 2 quarters. The position peaked at $4.22M in Q2 2025. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

  • Mitchell Capital Management reported no remaining Loar Holdings position as of Q4 2025 after selling out during the quarter.
  • Mitchell Capital Management sold 46,445 Loar Holdings shares in Q4 2025, an estimated $3.72M.
  • Mitchell Capital Management first reported a position in Loar Holdings in Q2 2025 and held it in 2 quarters.
  • Mitchell Capital Management's Loar Holdings position peaked at $4.22M in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on Mitchell Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.