KINGDON CAPITAL MANAGEMENT, L.L.C.

Position in AIR — Aar Corp

CIK 1000097 NEW YORK, NY

Position in AIR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,503,825

-$3,442,175 QoQ

Shares Held

52,500

-47.5% QoQ

Ownership

0.132%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#91

of 407 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

KINGDON CAPITAL MANAGEMENT, L.L.C. holds $55,660,625 across 5 Aerospace & Defense names. AIR ranks #5 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc.	60,000	$16,131,600
2	VSEC	Vse Corp	52,500	$11,996,250
3	HEI	Heico Corp	30,000	$10,685,700
4	GE	General Electric Co	25,000	$9,343,250
5	AIR	Aar Corp This page	52,500	$7,503,825

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,503,825	52,500	-47.5%	Shares	Defined	2026-08-14
2026-03-31	$10,946,000	100,000	+150.0%	Shares	Defined	2026-05-15
2025-12-31	$3,311,600	40,000	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.