First Manhattan’s Bridger Aerospace BAER Stock Holding History

First Manhattan’s Portfolio BAER Stock Details BAER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.4M	Buy	5,763,555 +250,000	+5%	+$609K	0.03%	154
2025 Q4	$10.1M	Buy	5,513,555 +1,671,375	+44%	+$2.92M	0.03%	164
2025 Q3	$7.11M	Buy	3,842,180 +1,331,200	+53%	+$2.52M	0.02%	199
2025 Q2	$4.85M	Buy	2,510,980 +1,031,275	+70%	+$1.58M	0.01%	229
2025 Q1	$1.67M	Buy	1,479,705 +100,000	+7%	+$220K	﹤0.01%	322
2024 Q4	$2.94M	Buy	1,379,705 +50,000	+4%	+$135K	0.01%	262
2024 Q3	$2.95M	Buy	1,329,705 +475,000	+56%	+$1.4M	0.01%	255
2024 Q2	$3.2M	Buy	854,705 +554,705	+185%	+$2.42M	0.01%	259
2024 Q1	$1.51M	Hold	300,000	–	–	﹤0.01%	333
2023 Q4	$2.07M	Buy	300,000 +100,000	+50%	+$591K	0.01%	297
2023 Q3	$1.69M	Hold	200,000	–	–	0.01%	326
2023 Q2	$1.12M	Hold	200,000	–	–	﹤0.01%	370
2023 Q1	$910K	Buy	+200,000	New	+$1.16M	﹤0.01%	411

Other funds holding BAER

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

First Manhattan's BAER Position: Q1 2026 in Review

First Manhattan increased its Bridger Aerospace (BAER) stake by 4.5% in Q1 2026, buying an estimated $609K and bringing the position to 5,763,555 shares worth $11.4M. The position accounts for 0.03% of the portfolio, ranked #154.

First Manhattan first reported a position in BAER in Q1 2023 and has held it in 13 quarters since. 72 funds tracked by Wall St. Rank hold BAER as of Q1 2026.

First Manhattan held 5,763,555 shares of Bridger Aerospace worth $11.4M as of Q1 2026.
First Manhattan bought 250,000 Bridger Aerospace shares in Q1 2026, an estimated $609K.
Bridger Aerospace made up 0.03% of First Manhattan's portfolio in Q1 2026, its #154 holding.
First Manhattan first reported a position in Bridger Aerospace in Q1 2023 and has held it in 13 quarters since.
72 funds tracked by Wall St. Rank held Bridger Aerospace as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.