SCHEDULE: Madison Air Solutions: Major Stakeholder Disclosures

Larry Gies and affiliated entities report substantial beneficial ownership of Madison Air Solutions Corporation's Class A common stock, including convertible shares.

Summary

• Larry Gies, Madison Industries Holdings LLC, and Madison Air Co-Investors LLC have collectively reported beneficial ownership of 336,679,321 shares of Madison Air Solutions Corporation's Class A common stock.
• This represents 67.1% of the class of securities.
• The reported shares include 324,379,859 shares issuable upon conversion of Class B common stock held by Madison Industries Holdings LLC.
• Additionally, 12,299,462 shares of Class A common stock are directly held by Madison Air Co-Investors LLC.
• Larry Gies is the sole manager of Madison Industries Holdings LLC, which is the sole manager of Madison Air Co-Investors LLC, indicating his control over these holdings.
• The total outstanding shares of Class A common stock used for percentage calculation were 177,342,753 as of July 28, 2026, as reported in the company's Form 10-Q.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this filing as moderately positive, indicating significant beneficial ownership and control by key individuals and entities, suggesting stability and strategic alignment.

Positives

• Significant beneficial ownership (67.1%) by key individuals and entities suggests strong alignment and potential for stable strategic direction.
• The reporting entities are managed by Larry Gies, indicating concentrated control and decision-making power.
• The filing clearly delineates the types of shares held (convertible Class B and direct Class A), providing transparency.

Negatives

• The filing does not contain financial performance data, operational updates, or forward-looking statements, limiting a full assessment of the company's health.
• Concentrated ownership, while potentially positive for stability, could also limit liquidity or introduce governance concerns if not managed transparently.

Risks

• The filing does not explicitly mention any risks. However, concentrated ownership can sometimes lead to governance challenges or reduced market liquidity if not managed appropriately.

Future Outlook

No forward-looking statements or guidance are provided in this filing.

Management Comments

• The filing of this Statement shall not be deemed an admission of beneficial ownership by any of the Reporting Persons for purposes of Section 13(d) or Section 13(g) or for any other purpose.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors or individuals acquiring a significant stake in a public company. This filing indicates a substantial, concentrated ownership position in Madison Air Solutions Corporation, which is typical in industries where strategic control and long-term investment are paramount.

Stakeholder Impact

• Shareholders: The significant concentrated ownership may influence corporate strategy and decision-making, potentially impacting shareholder value. It also suggests a stable controlling interest.
• Management: The reporting persons' substantial stake may align management's interests with those of these major beneficial owners.
• Creditors: A stable, significant ownership structure can be viewed positively by creditors as it may indicate a commitment to the company's long-term viability.

Key Dates

Keywords

Madison Air Solutions, Schedule 13G, Beneficial Ownership, Class A Common Stock, Class B Common Stock, Larry Gies, Madison Industries Holdings LLC, Madison Air Co-Investors LLC