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AAR Corp.

AIR Industrials
$102.83 $-4.42 (-4.12%)
Market Cap: $4.03 B
Gurus Holding
7
Popularity Rank
#1178
% of Shares Held
2.34%
Net Activity (Q4 2025)
-$1.99 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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $86.91 M.

Top institutional holders include Mario Gabelli and Ken Fisher.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.99 M net outflow during the quarter.

Recent activity highlights First Eagle Investment who increased their stake by 22.5%. Conversely, Joel Greenblatt reduced exposure by 25.7%.

Key Holders

Top 5 by Value

$19.97 M
$17.14 M
$14.67 M
$9.29 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$935,775.37
Total Buy Value
New Buys 0
Additions 2
-$2.92 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for AAR Corp. (AIR)

Major holders include Mario Gabelli ($19.97 M), Ken Fisher ($17.14 M), Chuck Royce ($14.67 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 845,163 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.99 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited AIR. The total reported sell value was $2.92 M.

Yes, 0 managers opened new positions in AIR, and 2 increased their existing holdings. The total reported buy value was $935,775.37.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% Reduce -2.5% 241,215 $19.97 M Q4 2025
0.01% Add 0.0% 207,003 $17.14 M Q4 2025
0.15% Reduce -6.0% 177,180 $14.67 M Q4 2025
0.09% Reduce -12.2% 112,176 $9.29 M Q4 2025
0.01% Add 22.5% 61,619 $5.1 M Q4 2025
0.00% Reduce -1.4% 40,903 $3.39 M Q4 2025
0.00% Reduce -25.7% 5,067 $419,497 Q4 2025
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