Joel Greenblatt’s LOAR Holdings & Trades

First Buy
Q3 2025
Duration Held
1 Quarters
Largest Add
Q3 2025
+59,947 Shares
Current Position
59,947 Shares
$4.8 M Value

Joel Greenblatt's LOAR Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 59,947 shares of Loar Holdings Inc. (LOAR) worth $4.8 M, representing 0.02% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 1 quarters.

Based on recent 13F filings, Joel Greenblatt has initiated a new position in LOAR, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.

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

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
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 1 quarters since Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Loar Holdings Inc. (LOAR) was in Q3 2025, adding 59,947 shares worth $4.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 59,947 shares of Loar Holdings Inc. (LOAR), valued at approximately $4.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Loar Holdings Inc. (LOAR) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in Loar Holdings Inc. (LOAR) was 59,947 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.