NYSE · Industrials

LOAR HOLDINGS INC LOAR

Loar Holdings Inc., through its subsidiaries, designs, manufactures, and sells aerospace and defense components for aircraft, and aerospace and defense systems in the United States and internationally. It offers airframe components, structural components, avionics, composites, braking system components, de-ice and ice protection, electro-mechanical, engineered materials, flight controls, fluid and motion controls, environmental, metal forming, molded components, and restraints and safety devices.

Military/Government/Technical

Company profile

Business mix

  • It offers airframe components, structural components, avionics, composites, braking system components, de-ice and ice protection, electro-mechanical, engineered materials, flight controls, fluid and motion controls, environmental, metal forming.
  • The company also provides auto throttles, lap-belt airbags, two-and three-point seat belts, water purification systems, fire barriers, polyimide washers and bushings, latches, interior securing devices, hold-open and tie rods.
  • It primarily serves commercial, business jet and general aviation, and defense markets. Loar Holdings Inc. was incorporated in 2017 and is headquartered in White Plains, New York.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 89.13 FCF 1.68% Buyback -2.47%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Abrams Capital Management David Abrams 39.6% $1.8B 2026-03-31
Baron Capital Ron Baron 0.4% $135.6M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $96.5M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +5.1% +1,684,233 / 32,732,306
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 165.2% 13F value change +$86.0M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 17.2% 13F value change -$601,580
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 11.6% 13F value change -$8.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 682,066 Last 3 periods +1,684,233 (+246.9%) Total shares 2,366,299 Value $135.6M
Abrams Capital Management David Abrams 3 filing periods
13F 2025-09-30 Filed 2025-11-07
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-13
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-14
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 32,050,240 Last 3 periods +0 (0.0%) Total shares 32,050,240 Value $1.8B
Soros Fund Management George Soros 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$13.9M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -12.1% 13F value change +$997,289
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$14.9M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.