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 | 749,675 | $107,151,048 | -9% | 10.01% |
| 2. | Ophir Asset Management Steven Ng And Andrew Mitchell | 447,138 | $63,909,434 | -18% | 5.26% |
| 3. | Fisher Asset Management Ken Fisher | 224,346 | $32,065,772 | -3% | 0.01% |
| 4. | GAMCO Investors Mario Gabelli | 222,856 | $31,852,808 | -2% | 0.29% |
| 5. | Royce & Associates Chuck Royce | 199,211 | $28,473,228 | +17% | 0.23% |
| 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. | 6,472,176 | $925,068,118 | 0.01% | |
| 2. | 2,834,085 | $405,061,085 | 0.01% | |
| 3. | 2,182,385 | $311,928,288 | 0.01% | |
| 4. | 1,933,597 | $276,367,164 | 0.05% | |
| 5. | 1,717,998 | $245,553,454 | 0.01% |