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SummitTX Capital’s Loar Holdings LOAR Stock Holding History

SummitTX Capital’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 		$1.53M Buy
19,042
+2,035
+12% +$130K 0.04% 379
2026
Q1 		$974K Buy
+17,007
New +$1.15M 0.03% 450
2025
Q3 		– Sell
-34,984
Closed -$3.01M – 1013
2025
Q2 		$3.01M Buy
+34,984
New +$3.03M 0.13% 186

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

SummitTX Capital's LOAR Position: Q2 2026 in Review

SummitTX Capital increased its Loar Holdings (LOAR) stake by 12% in Q2 2026, buying an estimated $130K and bringing the position to 19,042 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #379.

SummitTX Capital first reported a position in LOAR in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.01M in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • SummitTX Capital held 19,042 shares of Loar Holdings worth $1.53M as of Q2 2026.
  • SummitTX Capital bought 2,035 Loar Holdings shares in Q2 2026, an estimated $130K.
  • Loar Holdings made up 0.04% of SummitTX Capital's portfolio in Q2 2026, its #379 holding.
  • SummitTX Capital first reported a position in Loar Holdings in Q2 2025 and has held it in 3 quarters since.
  • SummitTX Capital's Loar Holdings position peaked at $3.01M in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

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