Bayberry Capital Partners LP

Position in AIR — Aar Corp

CIK 1771524 NEW YORK, NY

Position in AIR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$12,040,600

New position

Shares Held

110,000

first reported quarter

Ownership

0.277%

of shares outstanding

% of Portfolio

4.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Bayberry Capital Partners LP holds $33,376,172 across 3 Aerospace & Defense names. AIR ranks #2 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WWD	Woodward, Inc.	40,100	$14,352,592
2	AIR	Aar Corp This page	110,000	$12,040,600
3	RTX	RTX Corp	36,200	$6,982,980

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,040,600	110,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.