Robeco Schweiz 13F: Adds $23M to MAIR Stake

Robeco Schweiz boosted its position in Madison Air Solutions Corporation (NYSE: MAIR) by adding 926,619 shares, bringing its total holdings to 1,537,926 shares valued at around $37.8 million. This change was disclosed in a filing on October 23, 2026.

MAIR Madison Air Solutions Corporation

$22.76 ▼ -37.25% past 3 months

1M 3M

Daily close · Oct 23, 2026

What Changed in Robeco Schweiz's Madison Air Solutions Position

Robeco Schweiz's stake increased by 926,619 shares, reflecting a 151.6% rise from its previous holding of 611,307 shares. The reported value of this position change is approximately $22.8 million.

Where Madison Air Solutions Fits in Robeco Schweiz's Portfolio

Madison Air Solutions now accounts for 1.33% of Robeco Schweiz's portfolio, ranking 23rd among its 135 reported holdings.

Other Institutional Activity in Madison Air Solutions

Durable Capital Partners LP increased its stake by 5,098,243 shares, holding 10,196,486 shares worth about $232.1 million. HRTG GPE, LLC also added 3,703,704 shares, bringing its total to 7,407,407 shares valued at approximately $168.6 million. Citadel Advisors LLC grew its position by 3,224,110 shares, now holding 6,448,221 shares worth around $146.8 million.

Madison Air Solutions Corporation Stock Down 1.4%

As of October 25, 2026, Madison Air Solutions traded at about $22.76, which is significantly below its 50-day moving average of $25.11 and its 200-day moving average of $32.51. This price is also 48.9% lower than its 52-week high of $44.50, suggesting the stock may be undervalued.

Recent Earnings

Madison Air Solutions reported trailing-twelve-month revenue of approximately $3.75 billion, with an EPS of $0.49. The company is scheduled to announce its next earnings on November 5, 2026.

Insider Buying and Selling at Madison Air Solutions Corporation

In recent insider transactions, Andrew Hudson La III, a Director, sold 20,000 shares at an average price of $27.84 on August 25, 2026, totaling about $556,800. Ernesto Bertarelli, a significant beneficial owner, sold 8,770,524 shares at an average price of $24.97, valued at approximately $219 million, also on August 25, 2026.

Analysts Set New Price Targets

On October 12, 2026, Citigroup maintained a Buy rating on Madison Air Solutions with a price target of $40. RBC Capital also maintained an Outperform rating with a target of $35 on October 14, 2026. The consensus among analysts is a strong Buy with a mean price target of $38.

About Madison Air Solutions Corporation

Madison Air Solutions Corporation, based in Chicago, manufactures and sells products for indoor air quality, including heating, air filtration, and air conditioning solutions. The company's diverse offerings enhance indoor environments across various markets.

Bottom Line

Robeco Schweiz's increase in its stake in Madison Air Solutions reflects a growing confidence in the company's potential, especially given its current trading price relative to its historical highs. Watch for the upcoming earnings report on November 5, 2026, for further insights into the company's performance.