Each N-PORT filing of AIRR compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/airr/https://themulden.com/funds/airr/53 positions became 52: 3 added (3.11% of the fund), 4 dropped (2.27%). Turnover proxy 13.7%. Largest increases: STERLING INFRASTRUCTURE INC 3.96% to 6%; OWENS CORNING 2.77% to 3.89%; CH ROBINSON WORLDWIDE INC 3.05% to 4.08%; ADVANCED DRAINAGE SYSTEMS INC 1.53% to 2.29%; DYCOM INDUSTRIES INC 3.07% to 3.76%; XOMETRY INC 0.67% to 1.32%. Largest decreases: PRIMORIS SERVICES CORP 3.34% to 1.18%; SPX TECHNOLOGIES INC 3.13% to 1.68%; CORE & MAIN INC 2.8% to 2.06%; RYDER SYSTEM INC 1.97% to 1.31%; HUNTINGTON INGALLS INDUSTRIES INC 3.01% to 2.44%; MUELLER WATER PRODUCTS INC 0.91% to 0.42%. New: MUELLER INDUSTRIES INC (1.37%), LEGENCE CORP (1.19%), ARRAY TECHNOLOGIES INC (0.55%). Gone: Schneider National Inc (0.6%), Atkore Inc (0.59%), First Financial Bancorp. (0.55%), Shoals Technologies Group Inc (0.54%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 21 Aug 2026 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/53 positions became 53: 3 added (1.73% of the fund), 3 dropped (1.41%). Turnover proxy 14.3%. Largest increases: Argan Inc 2.73% to 4.89%; SPX TECHNOLOGIES INC 1.39% to 3.13%; Sterling Infrastructure Inc 2.96% to 3.96%; Primoris Services Corp. 2.42% to 3.34%; Mastec, Inc. 3.82% to 4.65%; Everus Construction Group Inc. 0.78% to 1.56%. Largest decreases: Kirby Corp 3.61% to 1.9%; C.H. Robinson Worldwide Inc 4.52% to 3.05%; F N B Corp (Pennsylvania) 3.35% to 1.88%; Advanced Drainage System Inc 2.94% to 1.53%; Kratos Defense & Security Solutions, Inc. 2.82% to 1.9%; Old National Bancorp 2.33% to 1.57%. New: Werner Enterprises Inc. (0.63%), First Financial Bancorp. (0.55%), DNOW Inc. (0.55%). Gone: Blue Bird Corp (0.52%), Limbach Holdings Inc (0.5%), Ameresco Inc (0.4%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 21 May 2026 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/53 positions became 53: 3 added (3.25% of the fund), 3 dropped (1.65%). Turnover proxy 15%. Largest increases: Kirby Corp 1.34% to 3.61%; FNB Corp/PA 1.43% to 3.35%; CH Robinson Worldwide Inc 3.5% to 4.52%; Core & Main Inc 2.3% to 3.2%; Saia Inc 2.65% to 3.53%; Huntington Ingalls Industries 2.91% to 3.68%. Largest decreases: Kratos Defense & Security Solu 4.59% to 2.82%; Leonardo DRS Inc 2.22% to 0.78%; AAON Inc 3.23% to 1.84%; Applied Industrial Technologie 2.63% to 1.39%; Construction Partners Inc 2.24% to 1.21%; IES Holdings Inc 2.11% to 1.34%. New: Oshkosh Corp (2.08%), Shoals Technologies Group Inc (0.77%), Ameresco Inc (0.4%). Gone: Werner Enterprises Inc (0.74%), DNOW Inc (0.5%), Intuitive Machines Inc (0.41%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Feb 2026 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/57 positions became 53: 5 added (6.45% of the fund), 9 dropped (7.03%). Turnover proxy 22.4%. Largest increases: Kratos Defense & Security Solu 2.41% to 4.59%; AAON Inc 1.54% to 3.23%; Sterling Infrastructure Inc 1.72% to 3.17%; Comfort Systems USA Inc 2.58% to 3.93%; Powell Industries Inc 0.79% to 2.12%; Saia Inc 1.35% to 2.65%. Largest decreases: Mueller Water Products Inc 2.4% to 1.13%; Kirby Corp 2.6% to 1.34%; Atkore Inc 2.05% to 0.83%; Federal Signal Corp 2.87% to 1.78%; Landstar System Inc 2.38% to 1.3%; Granite Construction Inc 2.77% to 1.79%. New: Karman Holdings Inc (2.29%), IES Holdings Inc (2.11%), Associated Banc-Corp (0.9%), CSW Industrials Inc (0.73%), Intuitive Machines Inc (0.41%). Gone: United Bankshares Inc/WV (1.33%), WesBanco Inc (0.95%), Greenbrier Cos Inc/The (0.95%), Wabash National Corp (0.83%), Ameresco Inc (0.65%), DXP Enterprises Inc/TX (0.62%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Nov 2025 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/53 positions became 57: 11 added (12.12% of the fund), 7 dropped (9.83%). Turnover proxy 20.3%. Largest increases: Federal Signal Corp 1.29% to 2.87%; Mueller Water Products Inc 1.44% to 2.4%; Primoris Services Corp 2.01% to 2.95%; Kratos Defense & Security Solu 1.48% to 2.41%; EMCOR Group Inc 2.64% to 3.4%; Atkore Inc 1.58% to 2.05%. Largest decreases: RBC Bearings Inc 3.6% to 2.3%; Old National Bancorp/IN 2.31% to 1.18%; CH Robinson Worldwide Inc 3.51% to 2.6%; Huntington Ingalls Industries 3.63% to 2.74%; Saia Inc 2.15% to 1.35%; Kirby Corp 3.35% to 2.6%. New: Owens Corning (2.46%), Argan Inc (1.61%), Limbach Holdings Inc (1.35%), United Bankshares Inc/WV (1.33%), Tutor Perini Corp (1.1%), WesBanco Inc (0.95%). Gone: Mueller Industries Inc (3.33%), VSE Corp (1.9%), Associated Banc-Corp (1.89%), Triumph Group Inc (0.81%), Aris Water Solutions Inc (0.71%), Proto Labs Inc (0.61%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 25 Aug 2025 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/55 positions became 53: 9 added (13.13% of the fund), 11 dropped (10.53%). Turnover proxy 22.3%. Largest increases: Huntington Ingalls Industries 2.16% to 3.63%; Advanced Drainage Systems Inc 2.21% to 3.21%; VSE Corp 0.92% to 1.9%; Wintrust Financial Corp 1.44% to 2.42%; Old National Bancorp/IN 1.47% to 2.31%; Kirby Corp 2.58% to 3.35%. Largest decreases: AAON Inc 3.14% to 1.72%; Zurn Elkay Water Solutions Cor 3.01% to 1.63%; Federal Signal Corp 2.59% to 1.29%; Atkore Inc 2.67% to 1.58%; Primoris Services Corp 2.73% to 2.01%; Arcosa Inc 1.75% to 1.03%. New: Landstar System Inc (2.63%), Ryder System Inc (2.22%), Saia Inc (2.15%), Kratos Defense & Security Solu (1.48%), Everus Construction Group Inc (1.11%), DXP Enterprises Inc/TX (0.98%). Gone: MDU Resources Group Inc (3.13%), H&E Equipment Services Inc (0.99%), Wabash National Corp (0.87%), Limbach Holdings Inc (0.86%), DNOW Inc (0.83%), Tutor Perini Corp (0.76%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 22 May 2025 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/60 positions became 55: 3 added (7.02% of the fund), 8 dropped (7.98%). Turnover proxy 17.1%. Largest increases: Atkore Inc 1.14% to 2.67%; AAON Inc 1.89% to 3.14%; MasTec Inc 1.49% to 2.71%; Core & Main Inc 2.3% to 3.33%; Dycom Industries Inc 2.05% to 2.74%; Blue Bird Corp 0.55% to 1.04%. Largest decreases: Greenbrier Cos Inc/The 1.93% to 1.14%; Huntington Ingalls Industries 2.94% to 2.16%; VSE Corp 1.56% to 0.92%; DNOW Inc 1.45% to 0.83%; Mueller Water Products Inc 2.32% to 1.72%; Primoris Services Corp 3.23% to 2.73%. New: Zurn Elkay Water Solutions Cor (3.01%), CH Robinson Worldwide Inc (2.8%), Xometry Inc (1.2%). Gone: Hubbell Inc (3.25%), DXP Enterprises Inc/TX (1.1%), MRC Global Inc (0.92%), Douglas Dynamics Inc (0.61%), Shyft Group Inc/The (0.55%), Astec Industries Inc (0.53%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Feb 2025 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/46 positions became 60: 21 added (35.67% of the fund), 7 dropped (5.57%). Turnover proxy 38.1%. Largest increases: Wintrust Financial Corp 0.76% to 1.24%; FNB Corp/PA 1.15% to 1.6%; Associated Banc-Corp 0.68% to 1.02%; First Merchants Corp 0.6% to 0.93%; First Financial Bancorp 0.69% to 0.94%; Old National Bancorp/IN 0.75% to 0.98%. Largest decreases: Powell Industries Inc 4.09% to 0.84%; MasTec Inc 4.49% to 1.49%; Sterling Infrastructure Inc 4.2% to 1.21%; Blue Bird Corp 3.43% to 0.55%; Ameresco Inc 3.1% to 0.56%; Dycom Industries Inc 4.44% to 2.05%. New: Applied Industrial Technologie (3.15%), BWX Technologies Inc (3.11%), MSC Industrial Direct Co Inc (3.04%), Huntington Ingalls Industries (2.94%), Kirby Corp (2.81%), Advanced Drainage Systems Inc (2.62%). Gone: Shoals Technologies Group Inc (2.49%), German American Bancorp Inc (0.64%), 1st Source Corp (0.61%), Heartland Financial USA Inc (0.61%), Peoples Bancorp Inc/OH (0.58%), QCR Holdings Inc (0.51%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 21 Nov 2024 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/48 positions became 46: 2 added (5.34% of the fund), 4 dropped (7.78%). Turnover proxy 16%. Largest increases: Limbach Holdings Inc 1.07% to 2.47%; RBC Bearings Inc 2.83% to 3.83%; Clean Harbors Inc 3.35% to 4.25%; Dycom Industries Inc 3.57% to 4.44%; Primoris Services Corp 2.68% to 3.51%; MasTec Inc 3.83% to 4.49%. Largest decreases: Wabash National Corp 3.43% to 2.04%; Blue Bird Corp 4.72% to 3.43%; Astec Industries Inc 1.55% to 0.65%; Atkore Inc 3.64% to 2.76%; Comfort Systems USA Inc 4.4% to 3.55%; EMCOR Group Inc 4.44% to 3.74%. New: Mueller Industries Inc (3.86%), Tutor Perini Corp (1.48%). Gone: Encore Wire Corp (3.53%), Array Technologies Inc (3.1%), Shyft Group Inc/The (0.74%), Mercantile Bank Corp (0.42%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 23 Aug 2024 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/45 positions became 48: 4 added (4.56% of the fund), 1 dropped (0.61%). Turnover proxy 12.9%. Largest increases: Powell Industries Inc 2.2% to 4.52%; Blue Bird Corp 2.91% to 4.72%; EMCOR Group Inc 3.39% to 4.44%; Construction Partners Inc 2.71% to 3.36%; MDU Resources Group Inc 3.33% to 3.77%; Aris Water Solutions Inc 0.41% to 0.82%. Largest decreases: Limbach Holdings Inc 2.57% to 1.07%; RBC Bearings Inc 3.85% to 2.83%; Dycom Industries Inc 4.51% to 3.57%; Federal Signal Corp 4.12% to 3.25%; Greenbrier Cos Inc/The 2.76% to 1.95%; Shoals Technologies Group Inc 3.19% to 2.38%. New: Wabash National Corp (3.43%), German American Bancorp Inc (0.59%), Mercantile Bank Corp (0.42%), Dreyfus Government Cash Management (0.12%). Gone: Tutor Perini Corp (0.61%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 May 2024 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/49 positions became 45: 1 added (2.57% of the fund), 5 dropped (6.53%). Turnover proxy 14.2%. Largest increases: Dycom Industries Inc 2.88% to 4.51%; MasTec Inc 2.18% to 3.62%; Granite Construction Inc 3.13% to 3.92%; Federal Signal Corp 3.33% to 4.12%; Ameresco Inc 2.24% to 2.98%; Shoals Technologies Group Inc 2.46% to 3.19%. Largest decreases: Array Technologies Inc 3.92% to 2.8%; Shyft Group Inc/The 1.76% to 0.76%; Primoris Services Corp 3.64% to 2.79%; Aris Water Solutions Inc 1.01% to 0.41%; Douglas Dynamics Inc 1.06% to 0.59%; Construction Partners Inc 3.19% to 2.71%. New: Limbach Holdings Inc (2.57%). Gone: Quanta Services Inc (3.26%), Heritage-Crystal Clean Inc (1.15%), German American Bancorp Inc (0.79%), First Financial Corp/IN (0.79%), Northwest Pipe Co (0.53%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 26 Feb 2024 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/49 positions became 49: 3 added (6.27% of the fund), 3 dropped (1.79%). Turnover proxy 15.9%. Largest increases: Blue Bird Corp 1.13% to 3.12%; Powell Industries Inc 1.27% to 2.66%; Construction Partners Inc 1.86% to 3.19%; Primoris Services Corp 2.63% to 3.64%; Array Technologies Inc 3.31% to 3.92%; RBC Bearings Inc 3.27% to 3.79%. Largest decreases: MasTec Inc 4.37% to 2.18%; Hubbell Inc 4.56% to 3.26%; Mueller Water Products Inc 3.97% to 2.72%; Dycom Industries Inc 4.07% to 2.88%; Shoals Technologies Group Inc 3.56% to 2.46%; Greenbrier Cos Inc/The 4.18% to 3.11%. New: Granite Construction Inc (3.13%), Ameresco Inc (2.24%), Tutor Perini Corp (0.9%). Gone: Argan Inc (0.96%), CNB Financial Corp. (0.42%), Mercantile Bank Corp. (0.41%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 21 Nov 2023 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/53 positions became 49: 0 added (0% of the fund), 4 dropped (5.19%). Turnover proxy 12.6%. Largest increases: Hubbell Incorporated 3.31% to 4.56%; Mastec, Inc. 3.17% to 4.37%; SPX Technologies, Inc. 3.16% to 4.27%; Shoals Technologies Group Inc 2.5% to 3.56%; Dycom Industries, Inc. 3.06% to 4.07%; Sterling Construction Co Inc. 3.23% to 4.21%. Largest decreases: Proto Labs Inc 3.85% to 2.37%; Construction Partners Inc. 3.08% to 1.86%; Powell Industries Inc. 2.43% to 1.27%; Heritage-Crystal Clean Inc. 1.75% to 1.14%; Argan Inc 1.56% to 0.96%; Blue Bird Corp. 1.71% to 1.13%. Gone: API Group Corp (3.49%), Tutor Perini Corporation (0.94%), Mid Penn Bancorp Inc. (0.41%), MidWestOne Financial Group Inc. (0.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 24 Aug 2023 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/49 positions became 53: 6 added (9.45% of the fund), 2 dropped (6.63%). Turnover proxy 17.6%. Largest increases: Proto Labs Inc 2.03% to 3.85%; Sterling Construction Co Inc. 1.91% to 3.23%; Construction Partners Inc. 1.82% to 3.08%; Clean Harbors, Inc. 2.98% to 3.64%; Arcosa Inc 2.83% to 3.49%; Encore Wire Corp 3.5% to 4.01%. Largest decreases: Primoris Services Corp. 3.92% to 2.33%; Shoals Technologies Group Inc 3.73% to 2.5%; Aris Water Solutions Inc 2.25% to 1.09%; Array Technologies Inc 3.99% to 2.93%; Shyft Group Inc. 3.08% to 2.05%; Mastec, Inc. 3.73% to 3.17%. New: The Greenbrier Companies, Inc. (3.61%), Powell Industries Inc. (2.43%), Blue Bird Corp. (1.71%), Tutor Perini Corporation (0.94%), Mid Penn Bancorp Inc. (0.41%), MidWestOne Financial Group Inc. (0.36%). Gone: Evoqua Water Technologies Corp (3.5%), NV5 Global Inc. (3.13%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 May 2023 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/55 positions became 49: 1 added (0.45% of the fund), 7 dropped (12.36%). Turnover proxy 17.5%. Largest increases: Array Technologies Inc 1% to 3.99%; Shoals Technologies Group Inc 0.81% to 3.73%; Atkore Inc 2.19% to 3.98%; Primoris Services Corp. 2.3% to 3.92%; API Group Corp 2.61% to 4.03%; Aris Water Solutions Inc 0.93% to 2.25%. Largest decreases: Construction Partners Inc. 2.99% to 1.82%; Arcosa Inc 3.82% to 2.83%; Clean Harbors, Inc. 3.87% to 2.98%; Hubbell Incorporated 3.62% to 3.2%; Sterling Construction Co Inc. 2.1% to 1.91%; RBC Bearings Inc 3.14% to 2.96%. New: CNB Financial Corp. (0.45%). Gone: Wabash National Corporation (3.29%), MYR Grp Inc (2.99%), Oshkosh Corporation (2.62%), Infrastructure and Energy Alternatives, Inc. (1.62%), Tutor Perini Corporation (0.76%), Blue Bird Corp. (0.56%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 22 Feb 2023 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/53 positions became 55: 4 added (6.85% of the fund), 2 dropped (4.47%). Turnover proxy 14.1%. Largest increases: Shyft Group Inc. 1.76% to 3%; Clean Harbors, Inc. 2.75% to 3.87%; Arcosa Inc 2.83% to 3.82%; Infrastructure and Energy Alternatives, Inc. 0.77% to 1.62%; Evoqua Water Technologies Corp 2.43% to 3.02%; Construction Partners Inc. 2.41% to 2.99%. Largest decreases: Astec Industries 3.58% to 1.86%; Atkore Inc 3.04% to 2.19%; Tutor Perini Corporation 1.4% to 0.76%; FED Signal Corp 3.69% to 3.16%; Primoris Services Corp. 2.81% to 2.3%; Mueller Water Products, Inc. 3.13% to 2.65%. New: SPX Technologies, Inc. (3.15%), Mastec, Inc. (2.68%), First Business Financial Services Inc. (0.51%), Wintrust Financial Corporation (0.51%). Gone: SPX Corporation (3.93%), MidWestOne Financial Group Inc. (0.54%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 29 Nov 2022 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/57 positions became 53: 2 added (3.89% of the fund), 6 dropped (10.76%). Turnover proxy 17%. Largest increases: Astec Industries 1.87% to 3.58%; Wabash National Corporation 2.11% to 3.32%; FED Signal Corp 2.51% to 3.69%; SPX Corporation 2.78% to 3.93%; Sterling Construction Co Inc. 1.66% to 2.49%; Dycom Industries, Inc. 2.01% to 2.68%. Largest decreases: Evoqua Water Technologies Corp 3.75% to 2.43%; Clean Harbors, Inc. 3.59% to 2.75%; NV5 Global Inc. 3.62% to 2.93%; Quanta Services, Inc. 3.81% to 3.16%; Blue Bird Corp. 1.46% to 0.84%; Aris Water Solutions Inc 1.74% to 1.19%. New: MDU Resources Group, Inc. (3.35%), MidWestOne Financial Group Inc. (0.54%). Gone: US Ecology Inc (4.8%), Mastec, Inc. (2.83%), Great Lakes Dredge & Dock Corporation (1.39%), FTC Solar Inc (0.87%), Wintrust Financial Corporation (0.46%), Mayville Engineering Company Inc (0.4%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Aug 2022 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/58 positions became 57: 2 added (2.66% of the fund), 3 dropped (2.14%). Turnover proxy 13%. Largest increases: US Ecology Inc 2.87% to 4.8%; Clean Harbors, Inc. 2.57% to 3.59%; Quanta Services, Inc. 2.83% to 3.81%; Blue Bird Corp. 0.63% to 1.46%; Argan Inc 1.16% to 1.85%; Construction Partners Inc. 1.96% to 2.62%. Largest decreases: Shyft Group Inc. 3.1% to 1.79%; Wabash National Corporation 3.3% to 2.11%; Astec Industries 2.95% to 1.87%; Encore Wire Corp 3.81% to 2.9%; API Group Corp 3.52% to 2.72%; Douglas Dynamics Inc. 2.15% to 1.43%. New: Aris Water Solutions Inc (1.74%), Heritage-Crystal Clean Inc. (0.92%). Gone: Powell Inds Inc (1.03%), Concrete Pumping Holdings Inc (0.62%), Midwestone Financial Group Inc (0.49%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 May 2022 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/60 positions became 58: 2 added (4.18% of the fund), 4 dropped (8.02%). Turnover proxy 14%. Largest increases: Shyft Group Inc 1.92% to 3.1%; Dycom Industries, Inc. 1.32% to 2.3%; Comfort Systems Us 2.74% to 3.48%; API Group Corp 2.87% to 3.52%; FTC Solar Inc 0.48% to 1.03%; Mastec, Inc. 2.42% to 2.96%. Largest decreases: Argan Inc 2.18% to 1.16%; Quanta Services, Inc. 3.74% to 2.83%; Clean Harbors, Inc. 3.32% to 2.57%; RBC Bearings Inc 3.22% to 2.57%; Concrete Pumping Holdings Inc 1.05% to 0.62%; Mueller Water Products, Inc. 3% to 2.58%. New: Oshkosh Corporation (3.15%), Powell Inds Inc (1.03%). Gone: Covanta Holding Corporation (3.2%), Trimas Corporation (3.16%), Heritage-Crystal C (1.13%), West Bancorp (0.54%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Feb 2022 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/59 positions became 60: 5 added (5.53% of the fund), 4 dropped (6.05%). Turnover proxy 12.3%. Largest increases: Quanta Services, Inc. 2.87% to 3.74%; Encore Wire Corp 3.24% to 3.99%; Wabash National Corporation 2.55% to 3.17%; Atkore Inc 2.01% to 2.59%; Array Technologies Inc 0.62% to 1.15%; 1ST Finl Corp Ind 0.46% to 0.79%. Largest decreases: Covanta Holding Corporation 3.9% to 3.2%; Northwest Pipe Co 1.33% to 0.68%; SPX Corporation 3.1% to 2.49%; MYR Grp Inc 3.84% to 3.23%; Mastec, Inc. 3.02% to 2.42%; Douglas Dynamics I 2.63% to 2.05%. New: Argan Inc (2.18%), Great Lakes Dredge & Dock Corporation (1.87%), Wintrust Financial Corporation (0.53%), FTC Solar Inc (0.48%), Infrastructure and Energy Alternatives, Inc. (0.46%). Gone: Generac Holdings Inc. (3.36%), Powell Inds Inc (1.79%), First Midwest Bancorp, Inc. (0.46%), Macatawa Bank Corp (0.44%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 Nov 2021 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/56 positions became 59: 5 added (7.29% of the fund), 2 dropped (2.76%). Turnover proxy 11.8%. Largest increases: Evoqua Water Technologies Corp 1.64% to 2.68%; MYR Grp Inc 3.15% to 3.84%; Trimas Corporation 2.46% to 2.98%; Clean Harbors, Inc. 2.8% to 3.22%; Heritage-Crystal C 1.22% to 1.53%; Construction Partners INC 1.27% to 1.58%. Largest decreases: Atkore Inc 3.2% to 2.01%; Array Technologies Inc 1.59% to 0.62%; Comfort Systems Us 3.63% to 2.97%; Astec Industries 3.13% to 2.51%; Blue Bird Corporation 1.67% to 1.11%; Primoris Services Corporation 2.66% to 2.16%. New: Covanta Holding Corporation (3.9%), Shoals Technologies Group Inc (1.15%), Concrete Pumping Holdings Inc (0.95%), Mayville Engineering Company Inc (0.84%), Park National Corp (0.46%). Gone: Aegion Corporation (2.13%), Bryn Mawr Bank Corporation (0.63%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 23 Aug 2021 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/55 positions became 56: 4 added (3.85% of the fund), 3 dropped (5.02%). Turnover proxy 12.5%. Largest increases: Comfort Systems Us 2.31% to 3.63%; Powell Inds Inc 1.03% to 1.8%; Generac Holdings Inc. 2.79% to 3.5%; Astec Industries 2.46% to 3.13%; Blue Bird Corporation 1.03% to 1.67%; MYR Grp Inc 2.54% to 3.15%. Largest decreases: Proto Labs Inc 2.58% to 1.33%; Atkore Inc 4.18% to 3.2%; Construction Partners INC 2.14% to 1.27%; Trimas Corporation 3.23% to 2.46%; RBC Bearings Inc 3.56% to 2.93%; Mastec, Inc. 3.46% to 3.05%. New: Array Technologies Inc (1.59%), Heritage-Crystal C (1.22%), West Bancorp (0.53%), Macatawa Bank Corp (0.51%). Gone: Oshkosh Corporation (2.71%), Navistar International Corporation (1.83%), Park National Corp (0.49%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 21 May 2021 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/57 positions became 55: 1 added (0.49% of the fund), 3 dropped (1.43%). Turnover proxy 11.4%. Largest increases: Atkore International Group Inc 1.81% to 4.18%; RBC Bearings Inc 2.49% to 3.56%; Mastec, Inc. 2.63% to 3.46%; Primoris Services Corporation 2.29% to 3.03%; NV5 GLOBAL IN 2.01% to 2.71%; Trimas Corporation 2.58% to 3.23%. Largest decreases: Generac Holdings Inc. 4.05% to 2.79%; Navistar International Corporation 3.08% to 1.83%; Comfort Systems Us 3.48% to 2.31%; Sterling Construct 2.7% to 1.72%; Northwest Pipe Co 1.58% to 0.66%; Quanta Services, Inc. 3.78% to 2.95%. New: Park National Corp (0.49%). Gone: Heritage-Crystal C (0.57%), West Bancorp (0.44%), Macatawa Bank Corp (0.42%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Feb 2021 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/57 positions became 57: 3 added (5.32% of the fund), 3 dropped (5.31%). Turnover proxy 11.6%. Largest increases: Generac Holdings Inc. 3.14% to 4.05%; Quanta Services, Inc. 3.06% to 3.78%; Comfort Systems Us 2.9% to 3.48%; Sterling Construct 2.19% to 2.7%; NV5 GLOBAL IN 1.61% to 2.01%; Douglas Dynamics I 2.51% to 2.84%. Largest decreases: Blue Bird Corporation 2.39% to 1.4%; Tutor Perini Corporation 1.48% to 0.7%; Aegion Corporation 2.24% to 1.49%; Powell Inds Inc 1.6% to 1.03%; Wabash National Corporation 3.53% to 2.96%; Proto Labs Inc 3.68% to 3.17%. New: API Group Corp (3.31%), Northwest Pipe Co (1.58%), Fulton Financial Corporation (0.44%). Gone: Argan Inc (2.94%), Granite Const (2%), S&T Bancorp Inc (0.37%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 19 Nov 2020 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/56 positions became 57: 6 added (5.88% of the fund), 5 dropped (4.39%). Turnover proxy 14.4%. Largest increases: Mastec, Inc. 1.22% to 2.76%; Wabash National Corporation 2.3% to 3.53%; Navistar International Corporation 1.63% to 2.83%; Granite Const 0.88% to 2%; Tutor Perini Corporation 0.66% to 1.48%; Proto Labs Inc 3.22% to 3.68%. Largest decreases: Arcosa Inc 3.73% to 2.71%; FED Signal Corp 3.6% to 2.74%; Generac Holdings Inc. 3.95% to 3.14%; Primoris Services 2.82% to 2.02%; Hubbell Incorporated 3.43% to 2.67%; Construction Partners INC 2.06% to 1.32%. New: Aegion Corporation (2.24%), Shyft Group Inc (1.78%), QCR Holdings Inc (0.49%), Macatawa Bank Corp (0.48%), West Bancorp (0.46%), Midwestone Financi (0.43%). Gone: Northwest Pipe Co (1.72%), Spartan Motors (1.15%), Fulton Financial Corporation (0.63%), Park National Corp (0.55%), Wintrust Financial Corporation (0.34%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 24 Aug 2020 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/57 positions became 56: 3 added (3.17% of the fund), 4 dropped (6.34%). Turnover proxy 14.6%. Largest increases: Blue Bird Corporation 0.69% to 2.19%; Northwest Pipe Co 0.62% to 1.72%; MYR Grp Inc 1.86% to 2.95%; Construction Partners INC 1.03% to 2.06%; FED Signal Corp 2.75% to 3.6%; Sterling Construct 1.01% to 1.79%. Largest decreases: Atkore International Group Inc 3.55% to 2.07%; SPX Corporation 3.58% to 2.69%; Mastec, Inc. 1.86% to 1.22%; Evoqua Water Technologies Corp 2.46% to 1.82%; Granite Const 1.5% to 0.88%; Wabash National Corporation 2.91% to 2.3%. New: Navistar International Corporation (1.63%), Powell Inds Inc (1.2%), Wintrust Financial Corporation (0.34%). Gone: Tetra Tech Inc (2.79%), Covanta Holding Corporation (2.53%), West Bancorp (0.53%), Foster(Lb)& Co (0.48%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 May 2020 12:00:00 GMThttps://themulden.com/funds/airr/https://themulden.com/funds/airr/56 positions became 57: 4 added (4.62% of the fund), 3 dropped (4.01%). Turnover proxy 12.7%. Largest increases: Arcosa Inc 1.47% to 3.26%; Astec Industries 2.65% to 3.78%; Oshkosh Corporation 2.6% to 3.51%; Proto Labs Inc 2.05% to 2.76%; Douglas Dynamics I 2.43% to 2.97%; Argan Inc 2.37% to 2.87%. Largest decreases: Mastec, Inc. 3.76% to 1.86%; Sterling Construct 1.88% to 1.01%; FED Signal Corp 3.56% to 2.75%; Spartan Motors 2.15% to 1.39%; Granite Const 2.19% to 1.5%; Tutor Perini Corporation 1.64% to 1.1%. New: Us Ecology Inc (2.55%), Construction Partners INC (1.03%), West Bancorp (0.53%), 1ST Finl Corp Ind (0.5%). Gone: Us Ecology Inc (2.97%), QCR Holdings Inc (0.55%), Wintrust Financial Corporation (0.49%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Feb 2020 12:00:00 GMT