Form SC 13G - Statement of Beneficial Ownership by Certain Investors
November 14 2024 - 5:48PM
Edgar (US Regulatory)
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
SCHEDULE 13G
Under the Securities Exchange Act of 1934
(Amendment No. )*
Loar Holdings
Inc.
(Name of Issuer)
Common Stock, par value $0.01 per share
(Title of Class of Securities)
53947R105
(CUSIP Number)
September 30, 2024
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to
designate the rule pursuant to which this Schedule is filed:
☐ Rule 13d-1(b)
☐ Rule 13d-1(c)
☒ Rule 13d-1(d)
* |
The remainder of this cover page shall be filled out for a reporting persons initial filing on this form
with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. |
The information required in the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Securities
Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
Except as otherwise provided herein, beneficial ownership information contained herein is given as of the date listed above.
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1 |
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NAME OF REPORTING PERSONS
GPV Loar LLC |
2 |
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CHECK THE APPROPRIATE BOX IF A
MEMBER OF A GROUP (See Instructions) (a) ☐ (b) ☐
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3 |
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SEC USE ONLY
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4 |
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CITIZENSHIP OR PLACE OF
ORGANIZATION GPV Loar LLC
Delaware |
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NUMBER OF
SHARES BENEFICIALLY
OWNED BY EACH
REPORTING PERSON
WITH |
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5 |
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SOLE VOTING POWER
GPV Loar LLC 0 |
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6 |
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SHARED VOTING POWER
GPV Loar LLC 9,608,618
Refer to Item 4 below. |
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7 |
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SOLE DISPOSITIVE POWER
GPV Loar LLC 0 |
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8 |
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SHARED DISPOSITIVE POWER
GPV Loar LLC 9,608,618
Refer to Item 4
below. |
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9 |
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AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
GPV Loar LLC 9,608,618
Refer to Item 4 below. |
10 |
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CHECK IF THE AGGREGATE AMOUNT
IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) ☐ |
11 |
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PERCENT OF CLASS REPRESENTED BY
AMOUNT IN ROW (9) GPV Loar LLC 10.7%
Refer to Item 4 below. |
12 |
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TYPE OF REPORTING PERSON (See
Instructions) GPV Loar LLC OO (Limited Liability
Company) |
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1 |
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NAME OF REPORTING PERSONS
Paul S. Levy |
2 |
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CHECK THE APPROPRIATE BOX IF A
MEMBER OF A GROUP (See Instructions) (a) ☐ (b) ☐
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3 |
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SEC USE ONLY
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4 |
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CITIZENSHIP OR PLACE OF
ORGANIZATION Paul S. Levy United
States |
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NUMBER OF
SHARES BENEFICIALLY
OWNED BY EACH
REPORTING PERSON
WITH |
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5 |
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SOLE VOTING POWER
Paul S. Levy 9,608,618 |
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6 |
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SHARED VOTING POWER
Paul S. Levy 9,608,618
Refer to Item 4 below. |
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7 |
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SOLE DISPOSITIVE POWER
Paul S. Levy 9,608,618 |
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8 |
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SHARED DISPOSITIVE POWER
Paul S. Levy 9,608,618
Refer to Item 4
below. |
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9 |
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AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
Paul S. Levy 9,608,618
Refer to Item 4 below. |
10 |
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CHECK IF THE AGGREGATE AMOUNT
IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) ☐ |
11 |
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PERCENT OF CLASS REPRESENTED BY
AMOUNT IN ROW (9) Paul S. Levy 10.7%
Refer to Item 4 below. |
12 |
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TYPE OF REPORTING PERSON (See
Instructions) Paul S. Levy IN |
Item 1. |
(a) Name of Issuer |
Loar Holdings Inc.
(b) |
Address of Issuers Principal Executive Offices |
20 New King Street, White Plains, New York 10604
Item 2. |
(a) Name of Person Filing |
GPV Loar LLC
Paul S. Levy
(b) |
Address of Principal Business Office, or, if none, Residence |
GPV Loar LLC
Paul S. Levy
440 Royal Palm Way, Palm Beach, FL 33480
GPV Loar LLC Delaware
Paul S. Levy United States
(d) |
Title of Class of Securities |
Common stock, par value $0.01 per share
53947R105
Item 3. |
If this statement is filed pursuant to §§240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: |
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(a) |
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Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o); |
(b) |
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Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c); |
(c) |
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Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c); |
(d) |
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Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8); |
(e) |
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An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E); |
(f) |
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An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F); |
(g) |
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A parent holding company or control person in accordance with §240.13d-1(b)(1)(ii)(G); |
(h) |
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A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); |
(i) |
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A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); |
(j) |
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A non-U.S. institution in accordance with §240.13d-1(b)(1)(ii)(J); |
(k) |
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A group, in accordance with §240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with
§240.13d-1(b)(1)(ii)(J), please specify the type of institution: |
If filing as a non-U.S. institution in accordance with 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
The percentages herein are calculated based upon the statement in the Issuers quarterly report on Form 10-Q for
the quarter ended June 30, 2024, as filed with the SEC on August 13, 2024, that there were 89,703,571 outstanding shares of common stock of the Issuer as of August 12, 2024.
(a) |
Amount beneficially owned |
GPV Loar LLC 9,608,618
Paul S. Levy 9,608,618
GPV Loar LLC 10.7%
Paul S. Levy 10.7%
(c) |
Number of shares as to which the person has voting and dispositive power: |
(i) |
Sole power to vote or to direct the vote |
GPV Loar LLC 0 shares
Paul S. Levy 9,608,618
shares
(ii) |
Shared power to vote or to direct the vote |
GPV Loar LLC 9,608,618 shares
Paul S. Levy
9,608,618 shares
(iii) |
Sole power to dispose or to direct the disposition of |
GPV Loar LLC 0 shares
Paul S. Levy 9,608,618
shares
(iv) |
Shared power to dispose or to direct the disposition of |
GPV Loar LLC 10.7%
Paul S. Levy 10.7%
** |
Shares reported herein for GPV Loar LLC represent shares beneficially owned by Mr. Levy. Shares reported herein
for Mr. Levy represent the above referenced shares reported for GPV Loar LLC, the sole Manager of which is Mr. Levy. |
Item 5. |
Ownership of Five Percent or Less of a Class |
If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than
5 percent of the class of securities, check the following ☐.
Item 6. |
Ownership of More Than Five Percent on Behalf of Another Person |
Not Applicable
Item 7. |
Identification and Classification of the Subsidiary which Acquired the Security Being Reported on by the
Parent Holding Company or Control Person |
Not Applicable
Item 8. |
Identification and Classification of Members of the Group |
Not Applicable
Item 9. |
Notice of Dissolution of Group |
Not Applicable
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Exhibits |
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Exhibit |
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99.1 |
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Joint Filing Agreement by and among the Reporting Persons. |
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
Date: November 14, 2024
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GPV LOAR LLC |
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By: |
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/s/ Paul S. Levy |
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Name: |
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Paul S. Levy |
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Title: |
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Manager |
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Paul S. Levy |
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By: |
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/s/ Paul S. Levy |
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Name: |
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Paul S. Levy |
Exhibit 99.1
JOINT FILING AGREEMENT
This Joint Filing
Agreement is by and among GPV Loar LLC and Paul S. Levy (collectively, the Filers). Each of the Filers may be required to file with the United States Securities and Exchange Commission a statement on Schedule 13G and/or 13D with respect
to Common Stock, par value $0.01 per share, of Loar Holdings Inc. beneficially owned by them from time to time. Pursuant to and in accordance with Rule 13(d)(1)(k) promulgated under the Securities Exchange Act of 1934, as amended, the Filers hereby
agree to file a single statement on Schedule 13G and/or 13D (and any amendments thereto) on behalf of each of such parties, and hereby further agree to file this Joint Filing Agreement as an exhibit to such statement, as required by such rule. This
Joint Filing Agreement may be terminated by any of the Filers upon one weeks prior written notice (or such lesser period of notice as the Filers may mutually agree) to the other party. Executed and delivered as of the date first above written.
Date: November 14, 2024
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GPV LOAR LLC |
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By: |
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/s/ Paul S. Levy |
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Name: |
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Paul S. Levy |
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Title: |
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Manager |
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Paul S. Levy |
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By: |
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/s/ Paul S. Levy |
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Name: |
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Paul S. Levy |
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