StandardAero Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:SARO Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
03 Oct 24	BuyUS$2,496,000	Paul McElhinney	Individual	104,000	US$24.00
03 Oct 24	SellUS$65,958,552	GIC Private Limited	Company	2,900,552	US$22.74
03 Oct 24	SellUS$292,196,448	The Carlyle Group Inc.	Company	12,849,448	US$22.74

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SARO?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	5,089,235	1.52%
Institutions	29,094,627	8.7%
General Public	42,640,244	12.7%
Sovereign Wealth Funds	47,447,058	14.2%
VC/PE Firms	210,190,466	62.8%

Dilution of Shares: SARO only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 87.13% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
62.8%	The Carlyle Group Inc.	210,190,466	US$5.5b	-5.95%	68.61%
14.2%	GIC Private Limited	47,447,058	US$1.2b	-5.95%	2.52%
1.82%	The Vanguard Group, Inc.	6,090,088	US$158.9m	0%	no data
1.61%	T. Rowe Price Group, Inc.	5,374,504	US$140.2m	0%	0.01%
0.95%	Russell Ford	3,191,011	US$83.3m	5.62%	no data
0.92%	Massachusetts Financial Services Company	3,065,663	US$80.0m	0%	0.02%
0.74%	Franklin Resources, Inc.	2,478,643	US$64.7m	0%	0.02%
0.69%	AllianceBernstein L.P.	2,304,382	US$60.1m	0%	0.02%
0.65%	Federated Hermes, Inc.	2,175,200	US$56.8m	0%	0.13%
0.5%	BlackRock, Inc.	1,680,925	US$43.9m	0%	no data
0.5%	FMR LLC	1,666,358	US$43.5m	0%	no data
0.3%	Brown Advisory Incorporated	991,106	US$25.9m	0%	0.03%
0.28%	Jennison Associates LLC	931,482	US$24.3m	0%	0.01%
0.22%	Voya Investment Management LLC	742,295	US$19.4m	0%	0.02%
0.15%	Neuberger Berman Investment Advisers LLC	516,000	US$13.5m	0%	0.01%
0.14%	Kerry O'Sullivan	454,866	US$11.9m	6.48%	no data
0.13%	Daniel Satterfield	422,228	US$11.0m	11.3%	no data
0.11%	Lewis Prebble	354,171	US$9.2m	8.54%	no data
0.083%	Charles Schwab Investment Management, Inc.	277,643	US$7.2m	0%	no data
0.081%	Kimberly Ashmun	270,525	US$7.1m	10.7%	no data
0.073%	Paul McElhinney	244,288	US$6.4m	79.9%	no data
0.062%	Columbia Management Investment Advisers, LLC	205,895	US$5.4m	0%	no data
0.048%	Renaissance Capital LLC	161,238	US$4.2m	0%	2.67%
0.031%	Thornburg Investment Management, Inc.	103,700	US$2.7m	0%	0.01%
0.019%	Andrea Newman	62,076	US$1.6m	-5.56%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/30 23:25
End of Day Share Price	2025/01/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

StandardAero, Inc. is covered by 9 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ronald Epstein	BofA Global Research
Krista Friesen	CIBC Capital Markets
Kevin Chiang	CIBC Capital Markets