What smart money is saying about Loar Holdings Inc.
4 funds in our archive have pitched Loar Holdings Inc., most recently Baron Discovery Fund in September 2026.
Loar Holdings Inc. is an enterprise focused on the development, manufacturing, and marketing of specialized components essential to the aerospace and defense industries. These unique parts are utilized across various aircraft, aerospace applications, and military defense systems. The company commenced its operations on August 21, 2017, and its main corporate offices are situated in White Plains, New York.
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Position history
Between Q2 2025 and Q3 2026, 4 fund letters reported a position in Loar Holdings Inc., with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 1 |
| Q3 2025 | 1 | 1 | 0 | 2 |
| Q2 2025 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- HoldsBaron Discovery FundSeptember 2026
“Loar Holdings Inc. is a specialized aerospace components manufacturer focused on highly engineered, mission-critical products.”
Loar Holdings Inc. - HoldsBaron SMID Cap ETFSeptember 2026
Listed in Baron SMID Cap ETF’s reported holdings.
Loar Holdings Inc. - September 2025
“We also added to Loar Holdings, Installed Building Products and Madrigal Pharmaceuticals during the quarter. Loar Holdings is a diversified manufacturer of mission-critical components serving the aerospace and defense industries. We added Loar to the CropSM after patiently waiting for a more attractive valuation to increase our position.”
Loar Holdings Inc. - New positionBaron Global Advantage FundJune 2025
“We recently initiated a position in Loar Holdings Inc., a niche aerospace parts manufacturer founded in 2012.”
Loar Holdings Inc.
Fund coverage · 4 theses
- Baron Discovery FundSeptember 2026
Loar's mission-critical aerospace components offer latent pricing power and a strong new product pipeline supporting outperformance versus peers.
Read the full thesis - Artisan US Small Cap Growth StrategySeptember 2025
Loar Holdings is a diversified manufacturer of mission-critical components for the aerospace and defense industries, which was added to the Crop^SM due to an attractive valuation following a drop in share price unrelated to its performance.
Read the full thesis - Baron Asset FundSeptember 2025
Loar Holdings Inc. is a niche aerospace parts manufacturer with strong pricing power and a focus on growth through acquisitions, benefiting from a robust aftermarket sales model and a fragmented supply chain.
Read the full thesis - Baron Global Advantage FundJune 2025
Loar Holdings Inc. is a niche aerospace parts manufacturer with a strong proprietary product portfolio, significant aftermarket exposure, and a disciplined M&A strategy, positioning it for robust organic revenue and EBITDA growth.
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