AAR Corp (AIR) is Gaining from an Aging Fleet of Airplanes
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Broad Bay Capital Richard Scott Greeder | 818,325 | $89,573,854 | +24% | 7.62% |
| 2. | Ophir Asset Management Steven Ng And Andrew Mitchell | 539,972 | $59,105,335 | -2% | 6.88% |
| 3. | Fisher Asset Management Ken Fisher | 230,570 | $25,238,192 | +12% | 0.01% |
| 4. | GAMCO Investors Mario Gabelli | 227,165 | $24,865,481 | -6% | 0.24% |
| 5. | Royce & Associates Chuck Royce | 170,887 | $18,705,291 | -4% | 0.18% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $36.11 | 10,000 | $361,072.00 | 20,000 | 2021-07-28 | Filing | |
| $18.84 | 20,000 | $376,806.00 | 97,158 | 2015-09-30 | Filing | |
| $13.80 | 5,000 | $69,000.00 | 45,158 | 2012-07-27 | Filing | |
| $11.82 | 7,500 | $88,650.00 | 49,938 | 2012-06-26 | Filing | |
| $10.93 | 20,000 | $218,504.00 | 1,123,128 | 2012-06-19 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $112.20 | 2,138 | $239,884.88 | 29,557 | 2026-03-26 | Filing | |
| $112.20 | 1,778 | $199,492.67 | 29,557 | 2026-03-26 | Filing | |
| $112.20 | 2,368 | $265,691.02 | 29,557 | 2026-03-26 | Filing | |
| $107.60 | 23,950 | $2,577,113.41 | 235,064 | 2026-03-27 | Filing | |
| $107.60 | 2,225 | $239,418.68 | 235,064 | 2026-03-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 46,194 | $6,602,508 | 0.19% | |
| 2. | 24,349 | $3,480,203 | 0.51% | |
| 3. | 10,700 | $1,529,351 | 0.6% | |
| 4. | 9,137 | $1,305,951 | 0.13% | |
| 5. | 4,696 | $671,199 | 0.06% |