Welcome to our dedicated page for Loar Holdings SEC filings (Ticker: LOAR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Loar Holdings ownership disclosure: GPV Loar LLC and Paul S. Levy report beneficial ownership of 8,012,580 common shares, representing 8.6% of the issuer's 93,622,471 outstanding shares. The filing is a Schedule 13G/A reporting the current ownership stake and the relationship between the reporting persons.
The statement clarifies voting and disposition rights: Mr. Levy is reported as having sole voting and sole dispositive power over the 8,012,580 shares, while GPV Loar LLC is reported with shared voting and shared dispositive power for the same shares. The filing also references a Joint Filing Agreement (Exhibit 99.1) among the reporting persons. This disclosure documents a single beneficial holder with material (over 5%) ownership and defines the allocation of voting and disposal authority for those shares.
Loar Holdings Inc. disclosed beneficial ownership by Charles Family Trust 13 and by Dirkson R. Charles. The trust reports 4,043,005 shares, equal to 4.3% of the outstanding common stock, with shared voting and dispositive power. Mr. Charles reports 4,185,005 shares, equal to 4.5%, which includes 142,000 fully vested options and reflects his sole voting and dispositive power over the reported shares. The filing clarifies the allocation of voting and disposition authority between the trust and Mr. Charles.
Loar Holdings Inc. reported strong first-half 2025 operating results driven by organic growth and acquisitions. Net sales rose 25.9% year-over-year to $237.8 million for the six months and 26.9% to $123.1 million in Q2, with net income of $32.0 million year-to-date and $16.7 million in Q2. Gross margin improved to 52.9% for the six months and 53.8% in Q2 as operating leverage and favorable mix offset higher amortization.
Cash strengthened to $103.3 million at June 30, 2025, adjusted EBITDA was $90.3 million year-to-date and adjusted EBITDA margin was 38.0%. Long-term debt under the Credit Agreement remained at $281.4 million with $150 million of available commitments (a $100M delayed draw and $50M revolver). The company completed the AAI acquisition (Aug 2024) which contributed materially to 2025 sales and completed the July 28, 2025 acquisition of Beadlight; a pending LMB acquisition for �365M remains subject to closing conditions and financing. Management is evaluating recent U.S. tax legislation and will reflect any impact in subsequent filings.
Loar Holdings Inc. announced financial results for the quarter ended June 30, 2025 and furnished a press release as Exhibit 99.1 to its Form 8-K dated August 13, 2025.
The filing emphasizes that the press release information is being furnished and shall not be deemed filed for purposes of Section 18 of the Exchange Act. The company is listed on the New York Stock Exchange under LOAR, is incorporated in Delaware, and the report was signed by Glenn D'Alessandro, Treasurer and Chief Financial Officer.
Loar Holdings Inc. received a consolidated Schedule 13G/A disclosing that multiple Blackstone-related funds and entities hold material stakes in the company. The largest direct holder reported is GSO Capital Opportunities Fund III LP with 6,802,527 shares (reported as 7.3% of the class), while Blackstone Inc. is reported with 7,683,405 shares (reported as 8.2% of the class). Several other Blackstone-affiliated vehicles are listed with direct holdings, including Blackstone Private Credit Fund (545,996 shares, 0.6%), BCRED Twin Peaks LLC (290,246 shares, 0.3%), GSO Barre des Ecrins Master Fund SCSp (125,840 shares, 0.1%) and GSO Orchid Fund LP (209,042 shares, 0.2%).
The filing states the percentage calculations are based on 93,556,071 shares outstanding as reported in Loar's quarterly report. The report also explains the ownership relationships among the reporting persons and notes that, except for the entities that directly hold shares, many of the reporting persons disclaim beneficial ownership except to the extent of any pecuniary interest. No transaction terms, strategic actions, or changes in control are disclosed in the statement.
Schedule 13G/A disclosure by multiple Abrams and Riva entities reports concentrated beneficial ownership in Loar Holdings Inc. Abrams Capital Management, LLC and David Abrams each report beneficial ownership of 32,050,240 shares, representing 34.3% of the company's outstanding common stock as calculated on a 93,556,071 share base from the issuer's prospectus. Several related private funds report additional holdings: Abrams Capital Partners II, L.P. (10,930,063 shares, 11.7%), Abrams Capital, LLC (12,885,970 shares, 13.8%), Riva Capital Partners IV, L.P. (11,529,265 shares, 12.3%), and Riva Capital Partners V, L.P. (7,023,185 shares, 7.5%).
The filing shows all reported positions are disclosed as shared voting and shared dispositive power with zero sole voting or sole dispositive power reported for any filing person. Items identifying group membership, subsidiary acquisition, and dissolution of group are marked not applicable. The statement is signed by David Abrams on behalf of each reporting entity and references a joint filing agreement as an exhibit.