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Disclosery

Baron Capital: LOAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Capital on LOAR, newest first. How the timeline and the estimate are built.

Baron Capital held 2,523,332 LOAR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,523,332 shares
    Change vs previous 13F +157,033 shares

    0.31% of the 13F portfolio, value $203,405,793.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,366,299 shares
    Change vs previous 13F +246,794 shares

    0.41% of the 13F portfolio, value $135,565,270.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,119,505 shares
    Change vs previous 13F +310,406 shares

    0.39% of the 13F portfolio, value $144,126,340.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,809,099 shares
    Change vs previous 13F +1,127,033 shares

    0.38% of the 13F portfolio, value $144,727,920.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 682,066 shares
    Change vs previous 13F +342,509 shares

    0.16% of the 13F portfolio, value $58,773,627.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 339,557 shares
    Change vs previous 13F +203,000 shares

    0.07% of the 13F portfolio, value $23,989,702.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 136,557 shares
    Change vs previous 13F +60,755 shares

    0.03% of the 13F portfolio, value $10,092,928.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 75,802 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,654,071.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).