Loar Holdings Inc.
US ˙ NYSE

SecurityLOAR / Loar Holdings Inc.
InstitutionSilvercrest Asset Management Group Llc
Latest Disclosed Ownership339,418 shares
Latest Disclosed Value $ 19,445,257
Silvercrest Asset Management Group Llc reports 16.35% increase in ownership of LOAR / Loar Holdings Inc.

On May 15, 2026 - Silvercrest Asset Management Group Llc filed a 13F-HR form disclosing ownership of 339,418 shares of Loar Holdings Inc. (US:LOAR) valued at $19,445,257 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 291,709 shares of Loar Holdings Inc.. This represents a change in shares of 16.35% during the quarter. The current value of the position is $21,390,122 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 INC COM SHS COM 53947R105 339,418 47,709 16.35 19,445 -1.97 0.1405
2026-02-17 2025-12-31 13F LOAR HOLDINGS INC COM SHS COM 53947R105 291,709 -25,602 -8.07 19,836 -21.86 0.1363
2025-11-14 2025-09-30 13F LOAR HOLDINGS INC COM SHS COM 53947R105 317,311 43,848 16.03 25,385 7.72 0.1680
2025-08-14 2025-06-30 13F LOAR HOLDINGS COM SHS 53947R105 273,463 -3,135 -1.13 23,564 20.59 0.1583
2025-05-15 2025-03-31 13F LOAR HOLDINGS COM SHS 53947R105 276,598 238,847 632.69 19,542 600.39 0.1399
2025-02-14 2024-12-31 13F LOAR HOLDINGS COM SHS 53947R105 37,751 1,100 3.00 2,790 2.09 0.0186
2024-11-14 2024-09-30 13F LOAR HOLDINGS INC COM SHS COM 53947R105 36,651 890 2.49 2,734 43.16 0.0186
2024-08-15 2024-06-30 13F/A-1 LOAR HOLDINGS INC COM SHS COM 53947R105 35,761 35,761 1,910 0.0131
2024-08-14 2024-06-30 13F LOAR HOLDINGS INC COM SHS COM 53947R105 71,522 71,522 3,820 0.0131
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.