Position in AIR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$78,602,131
+$22,894,645 QoQ
Shares Held
718,090
+6.7% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 94.42200838335027.ToString("F0")%
Shared 0.ToString("F0")%
None 5.577991616649724.ToString("F0")%
Common Shares in AIR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $291,502,225 across 8 Aerospace & Defense names. AIR ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VSEC |
Vse Corp
|
549,899 | $101,401,375 | |
| 2 | AIR |
Aar Corp
This page
|
718,090 | $78,602,131 | |
| 3 | MOG-A |
Moog Inc.
|
191,195 | $55,951,304 | |
| 4 | PL |
Planet Labs PBC
|
1,850,668 | $51,726,170 | |
| 5 | CW |
Curtiss Wright Corp
|
3,184 | $2,168,686 | |
| 6 | WWD |
Woodward, Inc.
|
2,317 | $829,300 | |
| 7 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
6,110 | $430,816 | |
| 8 | TXT |
Textron Inc
|
4,482 | $392,443 |
All Filings in AIR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,602,131 | 718,090 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $55,707,486 | 672,877 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $49,336,882 | 550,205 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||