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Ovata Capital Management’s Loar Holdings LOAR Stock Holding History

Ovata 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
Q1 		– Sell
-50,000
Closed -$3.7M – 48
2024
Q4 		$3.7M Buy
+50,000
New +$4.1M 1.41% 19

Other funds holding LOAR

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Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ovata Capital Management's LOAR Position: Q1 2025 in Review

Ovata Capital Management sold out of Loar Holdings (LOAR) in Q1 2025, closing a stake of 50,000 shares — an estimated $3.7M sold.

Ovata Capital Management first reported a position in LOAR in Q4 2024 and held it in 1 quarter. The position peaked at $3.7M in Q4 2024. 161 funds tracked by Wall St. Rank hold LOAR as of Q1 2025.

  • Ovata Capital Management reported no remaining Loar Holdings position as of Q1 2025 after selling out during the quarter.
  • Ovata Capital Management sold 50,000 Loar Holdings shares in Q1 2025, an estimated $3.7M.
  • Ovata Capital Management first reported a position in Loar Holdings in Q4 2024 and held it in 1 quarter.
  • Ovata Capital Management's Loar Holdings position peaked at $3.7M in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2025.

Based on Ovata Capital Management's 13F filing for Q1 2025, filed 12 May 2025.