Position in AIR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,949,217
+$1,963,217 QoQ
Shares Held
20,634
Ownership
0.052%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#129
of 407 holders
Holding Since
Mar 2022
2 quarters on record
Common Shares in AIR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Fulcrum Asset Management LLP holds $33,034,873 across 18 Aerospace & Defense names. AIR ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
26,546 | $7,137,157 | |
| 2 | WWD |
Woodward, Inc.
|
16,194 | $6,889,575 | |
| 3 | GE |
General Electric Co
|
13,087 | $4,891,004 | |
| 4 | HEI |
Heico Corp
|
8,738 | $3,112,388 | |
| 5 | AIR |
Aar Corp
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|
20,634 | $2,949,217 | |
| 6 | CW |
Curtiss Wright Corp
|
3,282 | $2,486,968 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
10,334 | $2,011,513 | |
| 8 | TDG |
TransDigm Group INC
|
1,098 | $1,462,579 |
All Filings in AIR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,949,217 | 20,634 | Shares | Sole | 2026-08-18 | |
| 2022-03-31 | $986,000 | 0 | Principal | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||