Position in LOAR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$135,565,269
-$8,561,071 QoQ
Shares Held
2,366,299
+11.6% QoQ
Ownership
2.53%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 98.02695211437047.ToString("F0")%
None 1.9730478856295264.ToString("F0")%
Common Shares in LOAR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026BAMCO INC /NY/ holds $539,718,489 across 10 Aerospace & Defense names. LOAR ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOAR |
Loar Holdings Inc.
This page
|
2,366,299 | $135,565,269 | |
| 2 | KRMN |
Karman Holdings Inc.
|
1,279,093 | $102,391,394 | |
| 3 | TDG |
TransDigm Group INC
|
78,664 | $91,168,429 | |
| 4 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
715,395 | $50,442,501 | |
| 5 | AXON |
Axon Enterprise, Inc.
|
117,942 | $50,088,787 | |
| 6 | MRCY |
Mercury Systems Inc
|
645,066 | $47,031,762 | |
| 7 | HEI |
Heico Corp
|
167,976 | $46,059,019 | |
| 8 | VSEC |
Vse Corp
|
75,011 | $13,832,028 |
All Filings in LOAR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,565,269 | 2,366,299 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $144,126,340 | 2,119,505 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $144,727,920 | 1,809,099 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $58,773,627 | 682,066 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $23,989,702 | 339,557 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,092,927 | 136,557 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,654,071 | 75,802 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,023,000 | 300,000 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||