Follow-The-Filings

Security

AIR

Aar Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 2 new 2 exits max 0.1% (Mairs & Power Inc.)

grid → activity →
owners 13
max % 0.1%
tracked value $400M
qoq N 2 A 3 R 6 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Mairs & Power Inc. 2026 Q1 0.1% Reduce +0.01 pp 89,391 $10M hist
Farallon Capital Management LLC 2026 Q1 0.0% New 0.0% 46,000 $5M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 230,570 $25M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 63,992 $7M hist
Polen Capital Management LLC 2026 Q1 0.0% New 0.0% 16,208 $2M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 4,061,230 $336M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 43,131 $5M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 31,384 $3M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 31,021 $3M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 17,038 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 4,600 $504 hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 3,871 $424 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 3,700 $306 hist
Norges Bank exited 2025 Q4 last 2025 Q2 0.0% Exit 0.00 pp 29,981 $2M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 16,880 $1M hist

13 current · 2 exited last period · options excluded

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
Revenue — — — —
Gross profit $370.1M $442.3M $527.7M $622M
Gross margin — — — —
Net income $90.2M $46.3M $12.5M $187.7M
Net margin — — — —

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.1B $1.39B $1.51B $1.74B
Total non-current assets * $735.2M $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 $382.5M $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

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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