Loar Holdings Inc.
US ˙ NYSE

SecurityLOAR / Loar Holdings Inc.
InstitutionSelect Equity Group, L.P.
Latest Disclosed Ownership203,637 shares
Latest Disclosed Value $ 11,666,364
Select Equity Group, L.P. reports 11.56% increase in ownership of LOAR / Loar Holdings Inc.

On May 15, 2026 - Select Equity Group, L.P. filed a 13F-HR form disclosing ownership of 203,637 shares of Loar Holdings Inc. (US:LOAR) valued at $11,666,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 182,530 shares of Loar Holdings Inc.. This represents a change in shares of 11.56% during the quarter. The current value of the position is $12,833,204 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F LOAR HOLDINGS COM SHS 53947R105 203,637 21,107 11.56 11,666 -6.01 0.0597
2026-02-17 2025-12-31 13F LOAR HOLDINGS COM SHS 53947R105 182,530 14,704 8.76 12,412 -7.55 0.0535
2025-11-14 2025-09-30 13F LOAR HOLDINGS COM SHS 53947R105 167,826 104,520 165.10 13,426 146.12 0.0553
2025-08-14 2025-06-30 13F LOAR HOLDINGS COM SHS 53947R105 63,306 41,613 191.83 5,455 256.07 0.0229
2025-05-15 2025-03-31 13F LOAR HOLDINGS COM SHS 53947R105 21,693 15,979 279.65 1,533 263.03 0.0066
2025-02-14 2024-12-31 13F LOAR HOLDINGS COM SHS 53947R105 5,714 -9,891 -63.38 422 -63.71 0.0017
2024-11-14 2024-09-30 13F LOAR HOLDINGS COM SHS 53947R105 15,605 -1,457 -8.54 1,164 27.66 0.0042
2024-08-14 2024-06-30 13F LOAR HOLDINGS COM SHS 53947R105 17,062 17,062 911 0.0036
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.