2 of 16 tracked funds hold AERO. Avg conviction: 1.6%. Net adding. First tracked at $21.96 (current -26.8% vs tracked).
Baupost Group has 2.0% in this stock
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Baupost Group | 2.0% | New Buy |
| Oaktree Capital | 1.2% | New Buy |