KINGDON CAPITAL MANAGEMENT, L.L.C.

Position in AIR — Aar Corp

CIK 1000097 NEW YORK, NY

Position in AIR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,946,000

+$7,634,400 QoQ

Shares Held

100,000

+150.0% QoQ

Ownership

0.251%

of shares outstanding

% of Portfolio

1.90%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

KINGDON CAPITAL MANAGEMENT, L.L.C. holds $55,268,205 across 5 Aerospace & Defense names. AIR ranks #4 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc.	70,000	$16,132,200
2	VSEC	Vse Corp	60,000	$11,064,000
3	HEI	Heico Corp	40,000	$10,968,000
4	AIR	Aar Corp This page	100,000	$10,946,000
5	AXON	Axon Enterprise, Inc.	14,500	$6,158,005

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.