# Grupo Aeromexico (AERO): value investors who own it

2 value investors held Grupo Aeromexico in their Q3 2026 13F, led by Baupost Group, Oaktree Capital Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Baupost Group | 1.6% | $87.8m | Unchanged | 3 |
| Oaktree Capital Management | 1.0% | $71.4m | Unchanged | 3 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-12 | Murray Aaron James | Chief Commercial Officer | Sold | 355600 | $563k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/aero). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.