| Quarter | Score |
|---|---|
| 2025-Q4 | 68.0 |
| 2026-Q1 | 67.9 |
| 2026-Q2 | 71.3 |
Solid consensus with smart money net adding at reasonable prices
Trading 30.8% below funds' estimated purchase price
2 of 16 tracked funds hold AERO. Avg conviction: 1.3%. Net holding. First tracked at $21.96 (current -30.8% vs tracked).
Baupost Group has 1.6% 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 | 1.6% | Hold |
| Oaktree Capital | 1.0% | Hold |