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User

David M. Polen

Polen Capital Management

Polen Capital Management AAR Corp stake

total: 588

Polen Capital Management AIR trades

Total transactions:
2
New positions:
1
Added:
1
Held since:
2026 Q1
Held for:
2 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 23,561 AAR Corp (AIR) shares with a market value of roughly $3.37M accounting for 0.03% of the overall portfolio. To date, the estimated cost basis is nearly $119.91 for "buy" trades. Polen Capital Management first purchased AIR in 2026 Q1, initially acquiring 16,208 shares. Since the initial investment in AAR Corp (AIR), Polen Capital Management has made 1 more transaction.

How many AIR shares does Polen Capital Management currently hold?

According to 2026 Q2 report, Polen Capital Management holds 23,561 shares of AAR Corp (AIR), valued at around $3.37M.

When did Polen Capital Management buy AAR Corp (AIR)?

Polen Capital Management first invested in AAR Corp (AIR) in 2026 Q1 at the reported quarter-end price of $109.46 per share.

What's the cost basis of Polen Capital Management's AIR stake?

The estimated cost basis for AAR Corp (AIR) stake is around $119.91 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$119.90

Polen Capital Management's historical trades in AAR Corp

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.03%
23,561
$142.93
$3,367,574
+45.37% (+7,353)
+0.01%
2026 Q1
0.01%
16,208
$109.46
$1,774,128
new
+0.01%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.