13F Portfolios

Verbena Value LP: STANDARDAERO INC (SARO): Quarterly 13F Position History

As of Q2 2026, Verbena Value LP reported 1,521,900 shares of STANDARDAERO INC (SARO), worth $45.5M and representing 7.5% of its 13F equity book. Quarter-over-quarter share count change: + 632,300 (+71.1%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 1,521,900 +632,300 +71.1% $45.5M 7.5% $29.9
Q1 2026 889,600 +704,000 +379.3% $23.0M 3.8% $25.8
Q4 2025 185,600 $5.3M 0.9% $28.7

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Verbena Value LP first disclose a SARO position in 13F-HR filings?

Verbena Value LP first reported STANDARDAERO INC (SARO) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.

What was Verbena Value LP's most recent quarter-over-quarter share-count change in SARO?

Between Q1 2026 and Q2 2026, Verbena Value LP added 632,300 shares of SARO (+71.1%), bringing the total reported position to 1,521,900 shares at a market value of $45.5M.

Does the implied price-per-share represent Verbena Value LP's cost basis in SARO?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.