Smart Money Radar / Tickers / LOAR

LOAR Capital Goods

CROWD: RED Active holders jumped 95 to 102 recently (7% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
102
of 248 total, index funds excluded
This quarter
+31
24 out
Conviction
4 bps
median holder weight: token bet
Streak
1q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2024Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 24 Mar 26

Top holders

by reported value · $5.1B held
FundValueNote
David Abrams $1.8B famous whale
Capital International Inves… $505M
T. Rowe Price Investment Ma… $212M
WELLINGTON MANAGEMENT GROUP… $203M
WASATCH ADVISORS LP $201M
BlackRock, Inc. $139M
STATE STREET CORP $136M
BAMCO INC /NY/ $136M
UBS Group AG $105M
VANGUARD CAPITAL MANAGEMENT… $105M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.