VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

Position in AIR — Aar Corp

CIK 1367401 AMSTERDAM, P7

Position in AIR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,085,257

+$7,665,216 QoQ

Shares Held

154,518

+17.3% QoQ

Ownership

0.387%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#45

of 407 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Industrials · as of Jun 30, 2026

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. holds $48,399,849 across 3 Aerospace & Defense names. AIR ranks #2 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	63,997	$23,917,598
2	AIR	Aar Corp This page	154,518	$22,085,257
3	SPCX	Space Exploration Technologies Corp	14,029	$2,396,994

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,085,257	154,518	+17.3%	Shares	Sole	2026-08-14
2026-03-31	$14,420,041	131,738	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.