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Airgain

AIRG on Nasdaq. Market value $55m.

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Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

1 long-term investor we follow owns it, unchanged from 1 last quarter. 48 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

3 investors own more than 5%; 1 of them is pushing for change.

  • Jacob Suen
    Passive investor
    6.6%−1.3 pts
    Since 31 March 2026
  • BLAIR WILLIAM & CO/IL
    Passive investor
    6.0%
    Since 30 September 2025
  • Haluk L. Bayraktar
    Activist
    Wants the company sold
    at least 3.3%
    (filed with 2 related holders)
    Since 19 March 2026
    What they said

    The Reporting Persons acquired the shares of Common Stock because they believe the shares are materially undervalued and represent an attractive investment opportunity. The Reporting Persons believe that the Issuer's Board of Directors (the "Board") has been highly ineffective…

    Read the filing
  • Sold down below 5%
    Since 31 March 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 1 insider bought $77,996 of shares on the open market. 3 sold $578,098, $512,311 of it under preset trading plans.

  • SUEN JACOB
    President and CEO, Director
    Sold
    under a preset trading plan
    Date
    3 September 2026
    Shares
    1,000
    Price
    $5.20
    Value
    $5,200
  • SIMS JAMES K
    Director
    Bought
    Date
    1 September 2026
    Shares
    8,269
    Price
    $5.11
    Value
    $42,255
  • SIMS JAMES K
    Director
    Bought
    Date
    31 August 2026
    Shares
    6,731
    Price
    $5.31
    Value
    $35,742
  • SUEN JACOB
    President and CEO, Director
    Sold
    under a preset trading plan
    Date
    1 June 2026
    Shares
    1,000
    Price
    $7.04
    Value
    $7,040
  • SUEN JACOB
    President and CEO, Director
    Sold
    Date
    13 May 2026
    Shares
    4,573
    Price
    $6.51
    Value
    $29,770
  • Elbaz Michael
    Chief Financial Officer
    Sold
    Date
    13 May 2026
    Shares
    3,787
    Price
    $6.77
    Value
    $25,638
  • Elbaz Michael
    Chief Financial Officer
    Sold
    Date
    12 May 2026
    Shares
    1,487
    Price
    $6.98
    Value
    $10,379
  • SUEN JACOB
    President and CEO, Director
    Sold
    under a preset trading plan
    Date
    1 May 2026
    Shares
    1,000
    Price
    $7.03
    Value
    $7,030
  • Sadri Ali
    Former CTO
    Sold
    under a preset trading plan
    Date
    17 April 2026
    Shares
    1,000
    Price
    $6.21
    Value
    $6,210
  • SUEN JACOB
    President and CEO, Director
    Sold
    under a preset trading plan
    Date
    1 April 2026
    Shares
    1,000
    Price
    $5.51
    Value
    $5,510

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 26 Feb 2026, plus the 10-Q filed 5 Aug 2026 and 5 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.