SCHEDULE: Blackstone Entities Report 8.2% Stake in Loar Holdings
Beneficial Ownership Report
Blackstone Inc. and its affiliates, including Stephen A. Schwarzman, have reported a collective beneficial ownership of 8.2% in Loar Holdings Inc. common stock as of June 30, 2025.
Summary
- Blackstone Inc. and its related entities, including GSO Capital Opportunities Fund III LP, Blackstone Private Credit Fund, and others, collectively beneficially own 7,683,405 shares of Loar Holdings Inc. common stock.
- This aggregate ownership represents 8.2% of Loar Holdings Inc.'s outstanding common stock.
- The calculation of the percentage is based on 93,556,071 shares of common stock outstanding as of April 30, 2025, as reported in Loar Holdings Inc.'s Form 10-Q.
- Stephen A. Schwarzman, as the founder and controller of Blackstone Group Management L.L.C., is deemed to beneficially own the same 7,683,405 shares, representing 8.2% of the class.
- GSO Capital Opportunities Fund III LP directly holds the largest portion among the Blackstone Holders with 6,802,527 shares, equating to 7.3% of the class.
Sentiment
Score: 7
Explanation: The filing reports a significant institutional stake by Blackstone, which is generally viewed positively as it indicates strong investor confidence and potential long-term commitment to Loar Holdings Inc.
Positives
- Significant institutional ownership by Blackstone, a major global investment firm, signals strong confidence and potential long-term interest in Loar Holdings Inc.
- The substantial stake of 8.2% by Blackstone Inc. and its affiliates could attract further institutional investment and enhance market visibility for Loar Holdings Inc.
Negatives
- NA
Risks
- NA
Future Outlook
NA
Industry Context
The filing indicates a significant investment by a major private equity and asset management firm, Blackstone, into Loar Holdings Inc. This type of institutional stake can be a positive signal within the aerospace and defense industry, suggesting that large investors see value or growth potential in the company's specialized components and systems.
Comparison to Industry Standards
- NA
Stakeholder Impact
- Shareholders: The disclosure of a significant institutional stake by Blackstone may increase investor confidence and potentially influence share price positively due to perceived validation of the company's value.
- Employees: No direct impact mentioned, but increased institutional interest could imply stability or growth prospects.
- Customers/Suppliers/Creditors: No direct impact mentioned.
Key Dates
| Date | Description |
|---|---|
| 04/30/2025 | Date of shares outstanding calculation (93,556,071 shares) as reported in the Quarterly Report on Form 10-Q. |
| 05/13/2025 | Date of filing of the Quarterly Report on Form 10-Q, which reported the shares outstanding. |
| 06/30/2025 | Date of event which requires the filing of this Schedule 13G statement, reflecting the beneficial ownership. |
| 08/08/2025 | Date of filing of this Schedule 13G Amendment No. 1. |
Keywords
Loar Holdings Inc., Blackstone, Institutional Ownership, Beneficial Ownership, SEC Filing, Common Stock, Investment, GSO Capital, Stephen A. Schwarzman
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