Position in LOAR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,534,975
+$560,644 QoQ
Shares Held
19,042
+12.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#119
of 279 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOAR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SummitTX Capital, L.P. holds $34,213,359 across 20 Aerospace & Defense names. LOAR ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
14,912 | $8,359,816 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
24,483 | $6,582,499 | |
| 3 | TDG |
TransDigm Group INC
|
2,268 | $3,021,066 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
5,182 | $2,639,244 | |
| 5 | SARO |
StandardAero, Inc.
|
63,417 | $1,896,802 | |
| 6 | LMT |
Lockheed Martin Corp
|
3,335 | $1,699,049 | |
| 7 | GE |
General Electric Co
|
4,159 | $1,554,343 | |
| 8 | LOAR |
Loar Holdings Inc.
This page
|
19,042 | $1,534,975 |
All Filings in LOAR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,534,975 | 19,042 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $974,331 | 17,007 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,014,571 | 34,984 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||