Which hedge funds own AIR? AAR CORP, Q2 2026 13F holders
29 tracked hedge funds disclosed a position in AIR (AAR CORP) in their Q2 2026 13F filings, worth $118.5m in total. The largest holder by portfolio weight is G2 Investment Partners Management LLC at 1.9% of its book. 8 opened a new position this quarter: Fulcrum Asset Management LLP, Dark Forest Capital Management LP, Gsa Capital Partners LLP, Marshall Wace, LLP. 17 exited: Bayberry Capital Partners LP, Resolute Capital Asset Partners LLC, Twinbeech Capital LP.
- 29
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 8
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 17
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $13.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $49.8m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $119m
- Combined value Sum of the holders' reported positions in the security.
- 2.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Bayberry Capital Partners LP | 4.0% | $12.0m |
| Resolute Capital Asset Partners LLC | 1.7% | $3.3m |
| Twinbeech Capital LP | 0.09% | $843k |
| AlphaGrep UK Ltd | 0.09% | $296k |
| Y-Intercept (Hong Kong) Ltd | 0.07% | $3.9m |
| Bayforest Capital Ltd | 0.05% | $48.3k |
| Hudson Bay Capital Management LP | 0.04% | $6.4m |
| Farallon Capital Management, L.L.C. | 0.03% | $5.0m |
| Mirabella Financial Services LLP | 0.02% | $241k |
| Aristeia Capital, L.L.C. | 0.01% | $563k |
| Qube Research & Technologies Ltd | 0.01% | $8.0m |
| Engineers Gate Manager LP | 0.01% | $480k |
| Citadel Advisors LLC | 0.0% | $4.7m |
| Magnetar Financial LLC | 0.0% | $224k |
| Arrowstreet Capital, Limited Partnership | 0.0% | $3.5m |
| Schonfeld Strategic Advisors LLC | 0.0% | $211k |
| Elequin Capital, LP | 0.0% | $4.4k |
Ownership over time
Who discovered AIR first? Beta
The run: Q1 2003 → Q4 2007, +906%
| Rubric Capital Management LP | Q4 2017 | – | +2.1 pts |
| Diametric Capital, LP | Q3 2021 | – | +1.2 pts |
| Resolute Capital Asset Partners LLC | Q2 2024 | – | +0.8 pts |
| Aperture Investors, LLC | Q1 2021 | – | +0.5 pts |
| Intrinsic Edge Capital Management LLC | Q2 2025 | – | +0.3 pts |
| Clearline Capital LP | Q2 2021 | – | +0.1 pts |
| Telemark Asset Management, LLC | Q3 2017 | – | −0.4 pts |
| Beach Point Capital Management LP high conviction | Q4 2017 | – | −1.6 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.