Simplex Trading’s Loar Holdings LOAR Stock Holding History

Simplex Trading’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	$361K	Buy	6,300 +5,800	+1,160%	+$391K	﹤0.01%	3624
2025 Q4	$34K	Sell	500 -12,600	-96%	-$919K	﹤0.01%	6003
2025 Q3	$1.05M	Buy	13,100 +11,500	+719%	+$865K	﹤0.01%	2993
2025 Q2	$137K	Sell	1,600 -1,000	-38%	-$86.5K	﹤0.01%	4913
2025 Q1	$183K	Buy	2,600 +2,400	+1,200%	+$173K	﹤0.01%	4441
2024 Q4	$14K	Sell	200 -29,000	-99%	-$2.38M	﹤0.01%	6975
2024 Q3	$2.18M	Buy	29,200 +24,700	+549%	+$1.64M	﹤0.01%	2206
2024 Q2	$240K	Buy	+4,500	New	+$244K	﹤0.01%	4487

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Simplex Trading's LOAR Position: Q1 2026 in Review

Simplex Trading increased its Loar Holdings (LOAR) stake by 79% in Q1 2026, buying an estimated $52.3K and bringing the position to 1,758 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #5079.

Simplex Trading first reported a position in LOAR in Q2 2024 and has held it in 5 quarters since. The position peaked at $700K in Q2 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

Simplex Trading held 1,758 shares of Loar Holdings worth $101K as of Q1 2026.
Simplex Trading bought 775 Loar Holdings shares in Q1 2026, an estimated $52.3K.
Loar Holdings made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5079 holding.
Simplex Trading first reported a position in Loar Holdings in Q2 2024 and has held it in 5 quarters since.
Simplex Trading's Loar Holdings position peaked at $700K in Q2 2025.
248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.