SCHEDULE 13G/A: Brett Milgrim and BNM Capital LLC Amend Passive Stake Disclosure in Loar Holdings Inc.

An amended Schedule 13G filing reveals Brett Milgrim and BNM Capital LLC's updated passive beneficial ownership in Loar Holdings Inc., totaling 4.8% and 0.7% respectively, as of December 31, 2024.

Summary

• Brett N. Milgrim and BNM Capital LLC have filed an Amendment No. 1 to Schedule 13G regarding their beneficial ownership of Loar Holdings Inc. common stock.
• As of December 31, 2024, Brett N. Milgrim beneficially owns 4,473,868 shares of Loar Holdings Inc. common stock, representing 4.8% of the class.
• BNM Capital LLC beneficially owns 608,541 shares, representing 0.7% of the class.
• The shares reported for BNM Capital LLC are also beneficially owned by Mr. Milgrim, who serves as the sole Investments Manager of BNM Capital LLC and also holds shares individually.
• The reported percentages are calculated based on 93,556,071 outstanding shares of common stock of Loar Holdings Inc. as of December 12, 2024, as disclosed in the Issuer's Prospectus.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership and does not contain information that would inherently lead to a positive or negative sentiment regarding the company's performance or prospects.

Positives

• The filing provides transparency regarding significant beneficial ownership stakes in Loar Holdings Inc.
• The nature of the Schedule 13G filing indicates a passive investment intent, suggesting no immediate activist actions or intentions to influence control.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: Provides transparency regarding significant beneficial ownership stakes, which can influence perceptions of control and stability.

Key Dates

Keywords

Loar Holdings Inc., Schedule 13G, Beneficial Ownership, Common Stock, Brett Milgrim, BNM Capital LLC, SEC Filing, Passive Investment, Shareholder Disclosure