| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| RREPUBLIC AWYS HLDGS INCRJET | 57.23% | 89.1% | $220.4M | 10.5M | $187.6M | 10.5M | 00.00% | Unchanged | |
| AAZUL S AAZUL | 37.16% | — | $143.1M | 15.9M | $0 | 0 | +15.9M | New Buy | |
| AARCHER AVIATION INCACHR | 3.89% | 7.77% | $15.0M | 3.2M | $16.4M | 3.2M | 00.00% | Unchanged | |
| EEVE HLDG INCEVEX | 1.73% | 3.13% | $6.7M | 2.7M | $6.6M | 2.7M | 00.00% | Unchanged |
