AIR HOLDINGS LTD (AIIR) is a new holding of Greg Alexander's Conifer Management as of June 30, 2026, according to the 13F-HR filed with the SEC on August 13, 2026: 9.67M shares worth about $64.4M, 10.61% of the portfolio. The position did not appear in the prior quarter. AIIR enters the book as the 3rd largest of 6 stock positions.
What did the 2026 Q2 filing report for AIIR?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Value | |
|---|---|
| Shares | 9.67M |
| Reported value | $64.4M |
| Portfolio weight | 10.61% |
| Rank in portfolio | 3rd of 6 |
How big is the new AIIR position?
AIIR was the only stock position Greg Alexander opened in 2026 Q2. An average stock position in the Greg Alexander portfolio is 17% of the reported value, so the new name starts below the fund's typical size.
Where does AIIR sit in the Greg Alexander portfolio?
AIIR ranks 3rd of 6 stock positions in the Greg Alexander portfolio at 10.61%, below the fund's average stock position of 17%. The AIIR purchase was the largest of the quarter's 3 position changes by percent change to portfolio. The largest stock position is GPI at 46.41%. Next come EQH at 30.38% and AIIR at 10.61%. The three largest stocks together are 87.4% of the book. Across the 2026 Q2 portfolio, Greg Alexander reported 6 stock positions, with 1 opened and 1 closed. The total portfolio value is about $606.7M, up 16% from the prior quarter.
Has Greg Alexander held AIIR before?
Greg Alexander has not reported AIIR before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many AIIR shares does Greg Alexander hold?
Greg Alexander holds 9.67M shares of AIIR as of June 30, 2026, worth about $64.4M.
What is AIIR's weight in the Greg Alexander portfolio?
AIIR is 10.61% of the Greg Alexander portfolio and ranks 3rd of 6 stocks by weight.
Has Greg Alexander owned AIIR before?
No. Greg Alexander has not reported AIIR before in the filings we track, which start with the quarter ended June 30, 2013.