MARSICO CAPITAL MANAGEMENT LLC

Position in AIR — Aar Corp

CIK 1055966 DENVER, CO

Position in AIR

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$19,752,932

+$4,812,815 QoQ

Shares Held

180,458

0.0% QoQ

Ownership

0.454%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

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

Industrials · as of Mar 31, 2026

MARSICO CAPITAL MANAGEMENT LLC holds $323,077,573 across 5 Aerospace & Defense names. AIR ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	563,381	$159,870,626
2	BA	Boeing Co	504,740	$100,458,402
3	VSEC	Vse Corp	123,992	$22,864,124
4	HEI	Heico Corp	73,419	$20,131,489
5	AIR	Aar Corp This page	180,458	$19,752,932

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,752,932	180,458	0.0%	Shares	Sole	2026-05-13
2025-12-31	$14,940,117	180,458	-24.1%	Shares	Sole	2026-02-12
2025-09-30	$21,327,112	237,840	+240.8%	Shares	Sole	2025-11-12
2025-06-30	$4,801,060	69,793	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.