Aar CORP (AIR) Quarterly Institutional 13F Update (Q2 2026)

AIR ranks #1497 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AIR is a top-conviction position for Broad Bay Capital Management, LP — at 10.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AIR belongs to BlackRock, Inc., but the position matters far more to Broad Bay Capital Management, LP, who has 10.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Artemis Investment Management LLP has added to its AIR position for two straight quarters, increasing it by $20.5M to reach $23.3M today.

Oliver Luxxe Assets LLC has trimmed its AIR position for two straight quarters, cutting it by $1.9M while still holding $2.4M.

AIR is up 0.9% today, and institutions have been net buyers of $964.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AIR posted net income of $193.4M over the trailing twelve months, and currently trades at a P/E of 19.6.

• Profitable — net income of $193.4M over the trailing twelve months
• Revenue grew 9.9% year over year
• Net income improved year over year, from $28.9M to $193.4M
• Generated $98.7M in positive operating cash flow
• Current ratio of 2.84x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting