SCHEDULE: Loar Holdings: Paul Levy's 8.6% Stake Disclosure
Beneficial Ownership Report
Paul S. Levy and GPV Loar LLC disclose an 8.6% beneficial ownership stake in Loar Holdings Inc. common stock.
Summary
- GPV Loar LLC and Paul S. Levy collectively beneficially own 8,012,580 shares of Loar Holdings Inc. common stock.
- This ownership represents 8.6% of the outstanding common stock, calculated based on 93,622,471 shares outstanding as reported in the Issuer's Quarterly Report on Form 10-Q filed on August 13, 2025.
- Paul S. Levy is the sole manager of GPV Loar LLC and is deemed to beneficially own the shares held by GPV Loar LLC, exercising both sole and shared voting and dispositive power.
- This filing is an Amendment No. 2 to a Schedule 13G, updating a previously reported ownership position.
Sentiment
Score: 5
Explanation: A Schedule 13G filing is a factual disclosure of beneficial ownership and typically carries a neutral sentiment unless there are unusual circumstances (e.g., activist investor, hostile takeover implications), which are not evident here. It's a routine update to a previously filed statement.
Future Outlook
NA
Industry Context
This filing is a routine disclosure of significant beneficial ownership, common among institutional investors or large individual shareholders. It provides transparency regarding major stakeholders in Loar Holdings Inc. and is a standard regulatory requirement for investors holding more than 5% of a company's stock.
Stakeholder Impact
- Shareholders gain transparency regarding a significant beneficial owner and their updated stake in the company, which can influence market perception.
Key Dates
| Date | Description |
|---|---|
| 2024-11-14 | Date of initial Schedule 13G filing (Exhibit 99.1 incorporated by reference). |
| 2025-06-30 | Date of event requiring the filing of this statement, representing the beneficial ownership reporting period end date. |
| 2025-08-13 | Date of filing of this Amendment No. 2 to Schedule 13G and date of Issuer's Quarterly Report on Form 10-Q. |
Keywords
Loar Holdings Inc., Paul S. Levy, GPV Loar LLC, Beneficial Ownership, Schedule 13G, Common Stock, SEC Filing, Institutional Investor, Stake
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