Position in AIR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$107,151,047
+$17,577,193 QoQ
Shares Held
749,675
-8.4% QoQ
Ownership
1.88%
of shares outstanding
% of Portfolio
10.15%
of 13F equity value
Holder Rank
#12
of 407 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Broad Bay Capital Management, LP holds $107,151,047 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
|
749,675 | $107,151,047 |
All Filings in AIR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,151,047 | 749,675 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||