ZP
LOAR icon

Zimmer Partners’s Loar Holdings LOAR Stock Holding History

Zimmer Partners’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 		$16.1M Sell
200,000
-372,500
-65% -$23.7M 0.37% 59
2026
Q1 		$32.8M Buy
572,500
+297,500
+108% +$20.1M 0.79% 28
2025
Q4 		$18.7M Buy
275,000
+145,000
+112% +$10.6M 0.49% 46
2025
Q3 		$10.4M Buy
130,000
+45,000
+53% +$3.38M 0.22% 74
2025
Q2 		$7.32M Buy
+85,000
New +$7.36M 0.16% 92

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

Zimmer Partners's LOAR Position: Q2 2026 in Review

Zimmer Partners reduced its Loar Holdings (LOAR) stake by 65% in Q2 2026, selling an estimated $23.7M and leaving 200,000 shares worth $16.1M. The position accounts for 0.37% of the portfolio, ranked #59.

Zimmer Partners first reported a position in LOAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $32.8M in Q1 2026. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Zimmer Partners held 200,000 shares of Loar Holdings worth $16.1M as of Q2 2026.
  • Zimmer Partners sold 372,500 Loar Holdings shares in Q2 2026, an estimated $23.7M.
  • Loar Holdings made up 0.37% of Zimmer Partners's portfolio in Q2 2026, its #59 holding.
  • Zimmer Partners first reported a position in Loar Holdings in Q2 2025 and has held it in 5 quarters since.
  • Zimmer Partners's Loar Holdings position peaked at $32.8M in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.