Follow-The-Filings

Security · featured owners

AIR Aar Corp.

Industrials COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 0.1%
  • $27M
  • 2 add 1 reduce 1 exit

AIR (Aar Corp.) is held in 3 featured 13F books as of 2026 Q2. Mairs & Power is the largest tracked holder by portfolio weight (0.11%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.1% (Mairs & Power) · not free-float ownership

  1. Mairs & Power reduce 0.11%
  2. Polen Capital Management add 0.03%
  3. First Eagle Investment Manage... add 0.02%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Mairs & Power 2026 Q2 0.11% Reduce −6.1% 83,933 $12M history
First Eagle Investment Management 2026 Q2 0.02% Add +26.7% 81,059 $12M history
Polen Capital Management 2026 Q2 0.03% Add +45.4% 23,561 $3M history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0.03% Exit −0.03% 46,000 $5M history

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
DEFA14A
DEFA14A
8-K 5.02,9.01
10-K
8-K 2.02,9.01
8-K 7.01,9.01
8-K 7.01,9.01
8-K 7.01,8.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 6 rows shown

Filed Form Detail Links
4 Period Aug 31, 2026 · 2 forms
4 Period Jul 31, 2026 · 4 forms
4 Period Jul 23, 2026 · 5 forms
4 Period Jul 14, 2026 · 4 forms
4 Period Jun 1, 2026 · 3 forms
4 Period Jun 1, 2026 · 7 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Gross profit $370.1M $442.3M $527.7M $622M
Net income $90.2M $46.3M $12.5M $187.7M

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.1B $1.39B $1.51B $1.74B
Total non-current assets * $0.735B $1.38B $1.33B $1.61B
Total assets $1.83B $2.77B $2.84B $3.36B
Total current liabilities $351.5M $466.9M $554.7M $613.2M
Total non-current liabilities $0.382B $1.11B $1.08B $1.04B
Total equity $1.21B $1.7B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $23.3M $43.6M $36.1M $98.7M
Cash from investing -$138M -$758.5M $10.7M -$308.7M
Cash from financing $137.7M $729.2M -$33.7M $208.6M
Net change in cash $22.9M $14.3M $13.1M -$1.4M

ownership over time

filing count by report period · click a bar for that quarter’s holders