SCHEDULE: Carlyle Group's 45.6% Stake in StandardAero
Beneficial Ownership Report (Schedule 13G)
Carlyle Group Inc. and its affiliates report a 45.6% beneficial ownership stake in StandardAero, Inc., holding over 152 million shares.
Summary
- Carlyle Group Inc. and its affiliated entities collectively beneficially own 152,673,891 shares of StandardAero, Inc. Common Stock.
- This ownership represents 45.6% of StandardAero, Inc.'s outstanding Common Stock.
- The beneficial ownership is shared among the reporting persons, with no single entity holding sole voting or dispositive power.
- The percentage calculation is based on 334,461,630 shares of Common Stock outstanding as of April 30, 2025, as disclosed in StandardAero's Prospectus on Form 424B4 filed on May 22, 2025.
- The filing is an Amendment No. 2 to a Schedule 13G, filed under Rule 13d-1(c).
Sentiment
Score: 5
Explanation: The filing is a factual disclosure of beneficial ownership and does not contain qualitative statements or performance metrics that would indicate a positive or negative sentiment.
Positives
- NA
Negatives
- NA
Risks
- NA
Future Outlook
NA
Management Comments
- NA
Industry Context
This filing reflects a significant passive investment by a major global investment firm, Carlyle Group, in StandardAero, Inc., a company in the aerospace and defense MRO (Maintenance, Repair, and Overhaul) sector. Such large institutional stakes are common in industries requiring substantial capital and long-term investment horizons, indicating Carlyle's continued strategic interest in the aerospace aftermarket.
Comparison to Industry Standards
- NA
Management Changes
| Role | Previous Person | New Person | Effective Date | Reason |
|---|---|---|---|---|
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
Legal Proceedings
- NA
Related Party Transactions
- NA
Stakeholder Impact
- Shareholders: The significant stake held by Carlyle Group indicates a major institutional investor's continued interest, which could be viewed positively by other shareholders as a sign of confidence or stability. It also means a large block of shares is controlled by a single entity/group.
Next Steps
- NA
Key Dates
| Date | Description |
|---|---|
| 04/30/2025 | Date of shares outstanding calculation for StandardAero, Inc. |
| 05/22/2025 | Date StandardAero, Inc. filed its Prospectus on Form 424B4. |
| 06/30/2025 | Date of event which requires filing of this statement (reporting period end date for ownership). |
| 08/12/2025 | Date of filing. |
Keywords
StandardAero, Carlyle Group, beneficial ownership, Schedule 13G, common stock, institutional investment, equity stake, SEC filing
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