Loar Holdings Inc (LOAR) is 47.15% of David Abrams' Abrams Capital Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 13, 2026: 32.1M shares worth about $2.6B, the largest of 11 stock positions. David Abrams left the share count unchanged from the prior quarter.
What did the 2026 Q2 filing report for LOAR?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 47.15% |
| Shares | 32.1M |
| Reported value | $2.6B |
| Rank in portfolio | 1st of 11 |
| Next largest holding | LAD at 13.2% |
| Top three holdings | 69.29% of the book |
| Change this quarter | unchanged |
How concentrated is David Abrams in LOAR?
LOAR at 47.15% is 5.2 times the average stock position in the David Abrams portfolio, which is 9%. The next largest holding is LAD at 13.2%. The three largest stocks together are 69.29% of the reported book. A quarter earlier LOAR was 39.59% of the book.
Where does LOAR sit in the David Abrams portfolio?
LOAR is the largest of 11 stock positions in the David Abrams portfolio at 47.15%, above the fund's average stock position of 9%. Across the 2026 Q2 portfolio, David Abrams reported 11 stock positions, with no position opened or closed. The total portfolio value is about $5.5B, up 18% from the prior quarter.
How long has David Abrams held LOAR?
David Abrams first reported LOAR in the quarter ended June 30, 2024. The current weight is the highest the fund has reported for the name. The share count was unchanged the quarter before. Every reported trade is on the David Abrams LOAR trade history page.
FAQ
What share of the David Abrams portfolio is LOAR?
LOAR is 47.15% of the David Abrams portfolio as of 2026 Q2, the largest of 11 stock positions.
What is the LOAR stake of David Abrams worth?
David Abrams holds 32.1M shares of LOAR, worth about $2.6B at June 30, 2026 prices, 47.15% of the reported portfolio.
What are the largest holdings of David Abrams?
The largest stock positions of David Abrams as of 2026 Q2 are LOAR (47.15%), LAD (13.2%) and GOOGL (8.94%), together 69.29% of the book.
Did David Abrams' Abrams Capital Management change its LOAR position in 2026 Q2?
David Abrams left the share count unchanged from the prior quarter.