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AAR Corp.

AIR Industrials
$112.77 +$0.65 (0.58%)
Market Cap: $4.44 B
Gurus Holding
8
Popularity Rank
#816
% of Shares Held
2.27%
Net Activity (Q2 2026)
+$11.14 M

Guru Ownership Trend

Guru Analysis for AAR Corp. (AIR)

AAR Corp. (AIR), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $100.95 M.

Top institutional holders include Ken Fisher and Mario Gabelli.

Institutional sentiment is currently Bullish. This is evidenced by a $11.14 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 131.2%. Conversely, Mairs and Power reduced exposure by 6.1%.

Key Holders

Top 5 by Value

$32.07 M
$31.85 M
$28.47 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$13.43 M
Total Buy Value
New Buys 1
Additions 4
-$2.29 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for AAR Corp. (AIR)

Major holders include Ken Fisher ($32.07 M), Mario Gabelli ($31.85 M), Chuck Royce ($28.47 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 895,198 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $11.14 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited AIR. The total reported sell value was $2.29 M.

Yes, 1 managers opened new positions in AIR, and 4 increased their existing holdings. The total reported buy value was $13.43 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Reduce -2.7% 224,346 $32.07 M Q2 2026
0.29% Reduce -1.9% 222,856 $31.85 M Q2 2026
0.23% Add 16.6% 199,211 $28.47 M Q2 2026
0.11% Reduce -6.1% 83,933 $12 M Q2 2026
0.02% Add 26.7% 81,059 $11.59 M Q2 2026
0.00% Add 131.2% 72,571 $10.37 M Q2 2026
0.00% Add 85.7% 7,188 $1.03 M Q2 2026
0.00% New Buy 4,034 $576,580 Q2 2026
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Transaction
Value
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SEC Form