Position in AIR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$48,785,555
+$14,057,634 QoQ
Shares Held
445,693
+6.3% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 76.42861790514995.ToString("F0")%
Shared 0.ToString("F0")%
None 23.571382094850044.ToString("F0")%
Common Shares in AIR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026EMERALD ADVISERS, LLC holds $281,236,346 across 12 Aerospace & Defense names. AIR ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
835,929 | $58,941,353 | |
| 2 | VSEC |
Vse Corp
|
314,789 | $58,047,091 | |
| 3 | AIR |
Aar Corp
This page
|
445,693 | $48,785,555 | |
| 4 | MRCY |
Mercury Systems Inc
|
595,314 | $43,404,343 | |
| 5 | AVAV |
AeroVironment Inc
|
179,874 | $32,925,935 | |
| 6 | ATRO |
Astronics Corp
|
449,126 | $29,970,177 | |
| 7 | BYRN |
Byrna Technologies Inc.
|
432,626 | $3,971,506 | |
| 8 | FTAI |
FTAI Aviation Ltd.
|
7,061 | $1,729,945 |
All Filings in AIR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,785,555 | 445,693 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $34,727,921 | 419,470 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $32,718,341 | 364,875 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $23,182,573 | 337,005 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $28,600,475 | 510,814 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $30,037,004 | 490,160 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $32,118,296 | 491,406 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $35,260,008 | 485,007 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $24,004,936 | 400,951 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $24,631,401 | 394,734 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $23,897,723 | 401,440 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $529,890 | 9,174 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||