Follow The Filings

AER position history

The shares of Aercap (AER) that LYRICAL ASSET MANAGEMENT LP reported in each quarter’s 13F.

Equity, SHS

Shares held by quarter

New Add Reduce Exit

  1. 2021 Q3: 4,628,756 shares, $268M, 3.4% of portfolio
  2. 2021 Q4: 4,342,641 shares, $284M, 3.8% of portfolio, Reduce −6.2%
  3. 2022 Q1: 4,421,560 shares, $222M, 3.1% of portfolio, Add +1.8%
  4. 2022 Q2: 4,287,280 shares, $176M, 3.1% of portfolio, Reduce −3.0%
  5. 2022 Q3: 3,712,301 shares, $157M, 3.3% of portfolio, Reduce −13.4%
  6. 2022 Q4: 3,581,207 shares, $152M, 3.2% of portfolio, Reduce −3.5%
  7. 2023 Q1: 3,432,889 shares, $193M, 3.8% of portfolio, Reduce −4.1%
  8. 2023 Q2: 3,271,909 shares, $208M, 3.9% of portfolio, Reduce −4.7%
  9. 2023 Q3: 3,251,945 shares, $204M, 3.9% of portfolio, Reduce −0.6%
  10. 2023 Q4: 3,256,223 shares, $242M, 3.9% of portfolio, Add +0.1%
  11. 2024 Q1: 3,287,716 shares, $286M, 4.2% of portfolio, Add +1.0%
  12. 2024 Q2: 3,203,951 shares, $299M, 4.8% of portfolio, Reduce −2.5%
  13. 2024 Q3: 3,059,576 shares, $290M, 4.2% of portfolio, Reduce −4.5%
  14. 2024 Q4: 3,097,840 shares, $296M, 4.4% of portfolio, Add +1.3%
  15. 2025 Q1: 3,040,978 shares, $311M, 4.7% of portfolio, Reduce −1.8%
  16. 2025 Q2: 2,811,389 shares, $329M, 4.7% of portfolio, Reduce −7.5%
  17. 2025 Q3: 2,975,634 shares, $360M, 5.1% of portfolio, Add +5.8%
  18. 2025 Q4: 2,782,638 shares, $400M, 5.2% of portfolio, Reduce −6.5%
  19. 2026 Q1: 2,601,851 shares, $357M, 5.4% of portfolio, Reduce −6.5%
  20. 2026 Q2: 2,483,729 shares, $362M, 4.6% of portfolio, Reduce −4.5%
Holdings date Value % of holdings Shares Filing date All 13F holders