Joel Greenblatt's AIR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 3,871 shares of AAR Corp. (AIR) worth $423,720, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AIR, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 235,152 shares. Largest reduction occurred in Q2 2014, reducing 207,831 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's AAR (AIR) Holding Value Over Time
Track share changes against reported price movement
Quarterly AAR (AIR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -1,196 | Reduce 23.60% | 3,871 | $109.46 |
| Q4 2025 | -1,755 | Reduce 25.73% | 5,067 | $82.79 |
| Q3 2025 | +3,442 | Add 101.83% | 6,822 | $89.67 |
| Q2 2025 | -1,725 | Reduce 33.79% | 3,380 | $68.79 |
| Q1 2025 | +1,216 | Add 31.27% | 5,105 | $55.99 |
| Q4 2024 | -1 | Reduce 0.03% | 3,889 | $61.28 |
| Q3 2024 | -1,163 | Reduce 23.02% | 3,890 | $65.36 |
| Q2 2024 | -234 | Reduce 4.43% | 5,053 | $72.70 |
| Q1 2024 | +795 | Add 17.70% | 5,287 | $59.87 |
| Q4 2023 | -1,375 | Reduce 23.44% | 4,492 | $62.40 |
| Q3 2023 | +996 | Add 20.45% | 5,867 | $59.53 |
| Q2 2023 | +237 | Add 5.11% | 4,871 | $57.76 |
| Q1 2023 | +93 | Add 2.05% | 4,634 | $54.55 |
| Q4 2022 | -11,949 | Reduce 72.46% | 4,541 | $44.90 |
| Q3 2022 | -8,593 | Reduce 34.26% | 16,490 | $35.84 |
| Q2 2022 | +17,392 | Add 226.13% | 25,083 | $41.82 |
| Q1 2022 | -7,251 | Reduce 48.53% | 7,691 | $48.37 |
| Q4 2021 | -8,158 | Reduce 35.32% | 14,942 | $39.02 |
| Q3 2021 | +13,566 | Add 142.29% | 23,100 | $32.42 |
| Q2 2021 | -1,131 | Reduce 10.60% | 9,534 | $38.70 |
| Q1 2021 | -5,199 | Reduce 32.77% | 10,665 | $41.63 |
| Q4 2020 | +4,472 | Add 39.26% | 15,864 | $36.25 |
| Q3 2020 | +11,392 | New Buy | 11,392 | $18.79 |
| Q4 2019 | -4,951 | Sold Out | 0 | $0.00 |
| Q3 2019 | +4,951 | New Buy | 4,951 | $41.20 |
| Q4 2018 | -20,943 | Sold Out | 0 | $0.00 |
| Q3 2018 | +9,943 | Add 90.39% | 20,943 | $47.89 |
| Q2 2018 | +11,000 | New Buy | 11,000 | $46.45 |
| Q3 2016 | -18,272 | Sold Out | 0 | $0.00 |
| Q2 2016 | +6,465 | Add 54.76% | 18,272 | $23.31 |
| Q1 2016 | +11,807 | New Buy | 11,807 | $23.29 |
| Q4 2015 | -33,798 | Sold Out | 0 | $0.00 |
| Q3 2015 | +33,798 | New Buy | 33,798 | $18.97 |
| Q1 2015 | -22,673 | Sold Out | 0 | $0.00 |
| Q4 2014 | -148,169 | Reduce 86.73% | 22,673 | $27.79 |
| Q3 2014 | -108,937 | Reduce 38.94% | 170,842 | $24.15 |
| Q2 2014 | -207,831 | Reduce 42.62% | 279,779 | $27.56 |
| Q1 2014 | +235,152 | Add 93.14% | 487,610 | $25.95 |
| Q4 2013 | +121,956 | Add 93.45% | 252,458 | $28.01 |
| Q3 2013 | -14,377 | Reduce 9.92% | 130,502 | $27.33 |
| Q2 2013 | +144,879 | Add 0.00% | 144,879 | $21.98 |
Joel Greenblatt's AAR Investment FAQs
Joel Greenblatt first purchased AAR Corp. (AIR) in Q2 2013, acquiring 144,879 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held AAR Corp. (AIR) for 41 quarters since Q2 2013.
Joel Greenblatt's largest addition to AAR Corp. (AIR) was in Q1 2014, adding 487,610 shares worth $12.65 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 3,871 shares of AAR Corp. (AIR), valued at approximately $423,720.
As of the Q1 2026 filing, AAR Corp. (AIR) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in AAR Corp. (AIR) was 487,610 shares, as reported at the end of Q1 2014.