AER position history
The shares of Aercap (AER) that Dorsey Asset Management, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q1: 1,138,542 shares, $116M, 12.3% of portfolio, New
- 2025 Q2: 1,361,118 shares, $159M, 14.3% of portfolio, Add +19.5%
- 2025 Q3: 1,263,998 shares, $153M, 13.7% of portfolio, Reduce −7.1%
- 2025 Q4: 1,215,059 shares, $175M, 15.2% of portfolio, Reduce −3.9%
- 2026 Q1: 1,123,489 shares, $154M, 12.3% of portfolio, Reduce −7.5%
- 2026 Q2: 766,828 shares, $112M, 7.2% of portfolio, Reduce −31.7%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|