# Aar (AIR): value investors who own it | moatshark

3 value investors held Aar in their Q3 2026 13F, led by Mairs & Power, Polen Capital Management, First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Mairs & Power | 0.1% | $12.0m | Trimmed -6.1% | 33 |
| Polen Capital Management | 0.0% | $3.4m | Added +45% | 2 |
| First Eagle Investment Management | 0.0% | $11.6m | Added +27% | 21 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Mairs & Power Small Cap Fund | Mairs & Power | 4.5% | $12.2m | 2026-06-30 |

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