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Loar Holdings shares owned by Sontag Advisory

Quarter-by-quarter ownership of Loar Holdings (LOAR) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Loar Holdings

Tip: Access up to 7 years of quarterly data

All positions including Loar Holdings held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Loar Holdings by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 200 80.00
2025-03-31 $274k 3.9k 70.65
2024-12-31 $287k 3.9k 73.91
2024-09-30 $299k 4.0k 74.59

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iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Loar Holdings

Abrams Capital Management
Blackstone Group
Capital Research and Management Company - Division 3
Vanguard Group
BlackRock
Daniel D. Thurber
T. Rowe Price Investment Management
Bamco
State Street Corporation
Federated Investors
Alliancebernstein
TimesSquare Capital Management
Spyglass Capital Management
Ghisallo Capital Management
Goldman Sachs Group

View all funds holding Loar Holdings