Guru Ownership Over Time
Guru Analysis for AAR Corp. (AIR)
AAR Corp. (AIR), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $72.02 M.
Top institutional holders include Mario Gabelli and Ken Fisher.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $6 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 101.8%. Conversely, Mairs and Power reduced exposure by 18.2%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.22% | Reduce -11.4% | 247,427 | $22.19 M | Q3 2025 | |
| 0.01% | Reduce 0.0% | 207,000 | $18.56 M | Q3 2025 | |
| 0.17% | Reduce -7.0% | 188,420 | $16.9 M | Q3 2025 | |
| 0.11% | Reduce -18.2% | 127,702 | $11.45 M | Q3 2025 | |
| 0.01% | Reduce -4.8% | 50,319 | $4.51 M | Q3 2025 | |
| 0.00% | Add 86.7% | 41,476 | $3.72 M | Q3 2025 | |
| 0.00% | Add 101.8% | 6,822 | $611,729 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for AAR Corp. (AIR)
Top Guru holders include Mario Gabelli ($22.19 M), Ken Fisher ($18.56 M), Chuck Royce ($16.9 M). Collectively, tracked Gurus hold 869,166 shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $6 M, with 2 Gurus buying and 6 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 1 Gurus sold out of AIR completely. Total sell value was $8.03 M.
Yes, 0 Gurus opened new positions in AIR, and 2 added to their existing holdings. Total buy value was $2.04 M.