Joel Greenblatt's LOAR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 18,050 shares of Loar Holdings Inc. (LOAR) worth $1.03 M, representing 0.00% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in LOAR for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q1 2026, reducing 21,634 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Loar Holdings (LOAR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Loar Holdings (LOAR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -21,634 | Reduce 54.52% | 18,050 | $57.29 |
| Q4 2025 | -20,263 | Reduce 33.80% | 39,684 | $68.00 |
| Q3 2025 | +59,947 | New Buy | 59,947 | $80.00 |
Joel Greenblatt's Loar Holdings Investment FAQs
Joel Greenblatt first purchased Loar Holdings Inc. (LOAR) in Q3 2025, acquiring 59,947 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Loar Holdings Inc. (LOAR) for 3 quarters since Q3 2025.
Joel Greenblatt's largest addition to Loar Holdings Inc. (LOAR) was in Q3 2025, adding 59,947 shares worth $4.8 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 18,050 shares of Loar Holdings Inc. (LOAR), valued at approximately $1.03 M.
As of the Q1 2026 filing, Loar Holdings Inc. (LOAR) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Loar Holdings Inc. (LOAR) was 59,947 shares, as reported at the end of Q3 2025.