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Spyglass Capital Management's investment thesis on Loar Holdings, Inc. ($LOAR) — Q3 2025 | Buyside Digest

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$LOARNASDAQLoar Holdings, Inc.

BULL

Spyglass Capital Management—LOAR

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$73.98USD

+9.0% vs last month

$78.76Pitched

-6.1% 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 manufactures specialized aerospace and defense components that generate highly reliable, annuity-like cash flows over multi-decade cycles. A combination of...

— Spyglass Capital Management

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What other investors think about $LOAR, and what else Spyglass Capital Management is buying.

Other pitches on $LOAR

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

Oakmark Global Select FundBULL

Pitched Jul 15, 2026

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...

View all $LOAR pitches →