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Marsico Capital Management’s AAR Corp AIR Stock Holding History

Marsico Capital Management’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 		$36.3M Buy
253,981
+73,523
+41% +$8.68M 0.95% 23
2026
Q1 		$19.8M Hold
180,458
– – 0.58% 33
2025
Q4 		$14.9M Sell
180,458
-57,382
-24% -$4.75M 0.42% 38
2025
Q3 		$21.3M Buy
237,840
+168,047
+241% +$12.8M 0.55% 35
2025
Q2 		$4.8M Buy
+69,793
New +$4.19M 0.13% 60

Other funds holding AIR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Marsico Capital Management's AIR Position: Q2 2026 in Review

Marsico Capital Management increased its AAR Corp (AIR) stake by 41% in Q2 2026, buying an estimated $8.68M and bringing the position to 253,981 shares worth $36.3M. The position accounts for 0.95% of the portfolio, ranked #23.

Marsico Capital Management first reported a position in AIR in Q2 2025 and has held it in 5 quarters since. 409 funds tracked by Wall St. Rank hold AIR as of Q2 2026.

  • Marsico Capital Management held 253,981 shares of AAR Corp worth $36.3M as of Q2 2026.
  • Marsico Capital Management bought 73,523 AAR Corp shares in Q2 2026, an estimated $8.68M.
  • AAR Corp made up 0.95% of Marsico Capital Management's portfolio in Q2 2026, its #23 holding.
  • Marsico Capital Management first reported a position in AAR Corp in Q2 2025 and has held it in 5 quarters since.
  • 409 funds tracked by Wall St. Rank held AAR Corp as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.