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Osterweis Capital Management’s Loar Holdings LOAR Stock Holding History

Osterweis 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
2026
Q2 		$15.2M Buy
188,865
+50,495
+36% +$3.22M 0.72% 45
2026
Q1 		$7.93M Buy
+138,370
New +$9.33M 0.41% 72

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

Osterweis Capital Management's LOAR Position: Q2 2026 in Review

Osterweis Capital Management increased its Loar Holdings (LOAR) stake by 36% in Q2 2026, buying an estimated $3.22M and bringing the position to 188,865 shares worth $15.2M. The position accounts for 0.72% of the portfolio, ranked #45.

Osterweis Capital Management first reported a position in LOAR in Q1 2026 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Osterweis Capital Management held 188,865 shares of Loar Holdings worth $15.2M as of Q2 2026.
  • Osterweis Capital Management bought 50,495 Loar Holdings shares in Q2 2026, an estimated $3.22M.
  • Loar Holdings made up 0.72% of Osterweis Capital Management's portfolio in Q2 2026, its #45 holding.
  • Osterweis Capital Management first reported a position in Loar Holdings in Q1 2026 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

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