Bayberry Capital Partners’s AAR Corp AIR Stock Holding History

Bayberry Capital Partners’s Portfolio AIR Stock Details AIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-110,000	Closed	-$12M	–	29
2026 Q1	$12M	Buy	+110,000	New	+$11.8M	3.72%	13

Other funds holding AIR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bayberry Capital Partners's AIR Position: Q2 2026 in Review

Bayberry Capital Partners sold out of AAR Corp (AIR) in Q2 2026, closing a stake of 110,000 shares — an estimated $12M sold.

Bayberry Capital Partners first reported a position in AIR in Q1 2026 and held it in 1 quarter. The position peaked at $12M in Q1 2026. 409 funds tracked by Wall St. Rank hold AIR as of Q2 2026.

Bayberry Capital Partners reported no remaining AAR Corp position as of Q2 2026 after selling out during the quarter.
Bayberry Capital Partners sold 110,000 AAR Corp shares in Q2 2026, an estimated $12M.
Bayberry Capital Partners first reported a position in AAR Corp in Q1 2026 and held it in 1 quarter.
Bayberry Capital Partners's AAR Corp position peaked at $12M in Q1 2026.
409 funds tracked by Wall St. Rank held AAR Corp as of Q2 2026.

Based on Bayberry Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.