Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Wasatch Global Select Strategy Mick Rasmussen, Derrick Tzau, Stuart Rigby | “Another strong stock was Loar Holdings, Inc. (LOAR), a U.S.-based manufacturer and supplier of niche aerospace and defense components for aircraft and related systems. Loar has also benefited in a rally among aerospace and defense companies. Additionally, fundamentals remain strong, with the company reporting record quarterly net sales in its latest operating results. We continue to like Loar Holdings and its growth potential. Loar operates in industries that have high barriers to entry due to stringent manufacturing and certification requirements. And the long life of commercial and defense aircraft means Loar can sell the same replacement parts for several years.” | NEUTRAL | Q2 2026 Jul 25, 2026 | View Pitch |
Oakmark Global Select Fund David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz | “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 from high barriers to entry due to strict regulatory and manufacturing certifications, alongside stable, multi-year recurring revenue from aircraft replacement parts.” | BULL | Q2 2026 Jul 15, 2026 | View Pitch |
Spyglass Capital Management Portfolio Manager | “Loar Holdings manufactures specialized aerospace and defense components that generate highly reliable, annuity-like cash flows over multi-decade cycles. A combination of proprietary, flight-critical products and a highly disciplined executive team focused on accretive acquisitions provides structural competitive advantages. The manager expects Loar to outperform peer compounders like HEICO and TransDigm.” | BULL | Q3 2025 Sep 30, 2025 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
