SCHEDULE: Blackstone Entities Reduce Loar Holdings Stake Below 5%
Beneficial Ownership Report (Schedule 13G)
Blackstone-affiliated entities, including GSO Capital Opportunities Fund III LP and Blackstone Inc., have filed an amended Schedule 13G, indicating their aggregate beneficial ownership in Loar Holdings Inc. has fallen below 5% as of December 31, 2025.
Summary
- Multiple Blackstone-affiliated entities, including GSO Capital Opportunities Fund III LP, Blackstone Private Credit Fund, and Blackstone Inc., are reporting persons.
- As of December 31, 2025, the reporting persons collectively no longer beneficially own more than five percent of Loar Holdings Inc.'s Common Stock.
- This filing serves as an 'exit filing' for the reporting persons, indicating a reduction in their stake below the 5% threshold.
- Blackstone Inc. and its founder, Stephen A. Schwarzman, are deemed to beneficially own 3,550,193 shares, representing 3.8% of the class.
- GSO Capital Opportunities Fund III LP directly holds 3,143,176 shares, accounting for 3.4% of the class.
- The calculation of beneficial ownership percentages is based on 93,622,471 shares of Common Stock outstanding as of November 4, 2025.
- An internal reorganization effective October 17, 2025, led to GSO Capital Partners GP L.L.C. and its affiliates being deemed beneficial owners, but this did not involve any purchase or sale of Loar Holdings Inc. securities.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this filing as neutral. It is a factual disclosure of a change in beneficial ownership below a reporting threshold, not indicative of operational performance or future strategic direction for Loar Holdings Inc.
Future Outlook
The filing does not contain any forward-looking statements or guidance regarding Loar Holdings Inc.'s future performance or operations. It solely reports a change in beneficial ownership status.
Industry Context
StockSavvy.ai notes that Schedule 13G filings are routine disclosures for passive investors whose ownership crosses certain thresholds. The reduction of a significant institutional stake, such as one held by Blackstone-affiliated entities, can sometimes signal a shift in investment strategy or portfolio rebalancing, though this filing provides no specific rationale beyond the ownership percentage falling below the reporting threshold.
Stakeholder Impact
- Shareholders: The reduction of a significant institutional stake could be interpreted in various ways, from a routine portfolio adjustment to a potential loss of institutional confidence, though the filing itself provides no specific reason for the reduction.
Key Dates
| Date | Description |
|---|---|
| 2025-10-17 | Effective date of an internal reorganization where GSO Advisor Holdings L.L.C. dissolved, leading to GSO Capital Partners GP L.L.C. and affiliates being deemed beneficial owners. |
| 2025-11-04 | Date on which 93,622,471 shares of Common Stock were outstanding, used for percentage calculation. |
| 2025-12-31 | Date of event which requires filing of this statement; reporting persons no longer beneficially own more than five percent of the Common Stock. |
| 2026-02-13 | Date the Schedule 13G (Amendment No. 2) was signed and filed. |
Keywords
Loar Holdings Inc., Blackstone, Schedule 13G, Beneficial Ownership, Institutional Ownership, Equity Stake, Investment Management, GSO Capital
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