MARSICO CAPITAL MANAGEMENT LLC

Position in AIR — Aar Corp

CIK 1055966 DENVER, CO

Position in AIR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$36,301,504

+$16,548,572 QoQ

Shares Held

253,981

+40.7% QoQ

Ownership

0.637%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#32

of 409 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MARSICO CAPITAL MANAGEMENT LLC holds $442,901,982 across 6 Aerospace & Defense names. AIR ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	558,948	$208,895,636
2	BA	Boeing Co	523,760	$113,378,327
3	AIR	Aar Corp This page	253,981	$36,301,504
4	VSEC	Vse Corp	136,807	$31,260,399
5	HEI	Heico Corp	86,999	$30,988,173
6	AXON	Axon Enterprise, Inc.	39,382	$22,077,943

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,301,504	253,981	+40.7%	Shares	Sole	2026-08-13
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.