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Oakmark Global Select Fund's investment thesis on Loar Holdings, Inc. ($LOAR) — Q2 2026 | Buyside Digest

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$LOARNASDAQLoar Holdings, Inc.

BULL

Oakmark Global Select Fund—LOAR

Fund Letter

Q2 2026

Published July 15, 2026

View Fund Profile

$73.98USD

+9.0% vs last month

$69.99Pitched

+5.7% since pitch

Market Cap$6.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Loar Holdings is demonstrating robust performance due to record quarterly net sales and strong industry fundamentals within the aerospace and defense sector. The company benefits...

— David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz

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What other investors think about $LOAR, and what else Oakmark Global Select Fund is buying.

Other pitches on $LOAR

Other investors who've written on Loar Holdings, Inc.

Spyglass Capital ManagementBULL

Pitched Sep 30, 2025

Loar Holdings manufactures specialized aerospace and defense components that generate highly reliable, annuity-like cash flows over multi-decade cycles. A combination of...

View all $LOAR pitches →