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Capital International Investors holds 9.5% of Loar (NASDAQ: LOAR) in amended 13G

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Loar Holdings Inc. disclosure: Capital International Investors amended its Schedule 13G/A to report beneficial ownership of 8,928,972 shares of Loar common stock, representing 9.5% of the 93,622,471 shares believed outstanding as of 03/31/2026. The filing lists sole voting power for 8,897,830 shares and sole dispositive power for 8,928,972 shares.

The filing states CII is a division of Capital Research and Management Company and related investment management entities and identifies Aaron Espin as signing the amendment on behalf of CII.

Positive

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Negative

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Insights

Large passive stake disclosed by Capital International Investors.

Capital International Investors reports holding 8,928,972 shares, equal to 9.5% of Loar's common stock as of 03/31/2026. The filing attributes sole voting and sole dispositive powers to the investment management entities that comprise CII.

Concentration near a single‑digit threshold can influence shareholder dynamics; subsequent filings may show any changes to this position.

Disclosure clarifies control rights and organizational attribution.

The amendment names CII and affiliated investment managers as the beneficial owner and quantifies voting and dispositive powers (8,897,830 and 8,928,972 shares respectively). The filing follows standard beneficial‑owner attribution language for multi‑entity asset managers.

Signatures and entity descriptions align with routine Schedule 13G/A practice for institutional holders; the filing does not state plans or intent regarding the position.

Beneficial ownership 8,928,972 shares reported in Schedule 13G/A amendment
Percent of class 9.5% of 93,622,471 shares believed outstanding as of 03/31/2026
Shares outstanding (basis) 93,622,471 shares shares believed to be outstanding as of 03/31/2026
Sole voting power 8,897,830 shares shares with sole power to vote reported by CII
Schedule 13G/A regulatory
"Amendment No. 1; Schedule 13G/A reporting beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned regulatory
"CII is deemed to be the beneficial owner of 8,928,972 shares"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 8,928,972"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
investment management entities other
"Capital International Investors is a division of Capital Research and Management Company"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

How many Loar (LOAR) shares does Capital International Investors own?

Capital International Investors reports beneficial ownership of 8,928,972 shares of Loar common stock, as stated in the Schedule 13G/A amendment.

What percentage of Loar does CII hold according to the amendment?

The amendment reports that CII owns 9.5% of Loar's common stock, based on 93,622,471 shares believed outstanding as of 03/31/2026.

What voting and dispositive powers does CII report for its Loar stake?

The filing shows CII has sole voting power for 8,897,830 shares and sole dispositive power for 8,928,972 shares of Loar common stock.

Who signed the Schedule 13G/A amendment for Capital International Investors?

Aaron Espin, Senior Vice President, signed the amendment on behalf of Capital International Investors; the signature block bears the date 05/13/2026.





53947R105

(CUSIP Number)
03/31/2026

(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)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Capital International Investors
Signature:Aaron Espin
Name/Title:Senior Vice President
Date:05/13/2026