Position in AIR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$89,573,854
+$34,562,797 QoQ
Shares Held
818,325
+23.2% QoQ
Ownership
2.06%
of shares outstanding
% of Portfolio
10.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AIR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Broad Bay Capital Management, LP holds $89,573,854 across 1 Aerospace & Defense name. AIR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIR |
Aar Corp
This page
|
818,325 | $89,573,854 |
All Filings in AIR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,573,854 | 818,325 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,011,057 | 664,465 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $52,148,933 | 581,565 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $1,869,021 | 31,218 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||