AER

AER

AER

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 29, 2025	The London Company SMID Cap	-0.8%	-7.3%	AER, AWI, MUSA, NEU, SAIA, WTM	Capital Allocation, earnings, Quality, risk control, valuation	The commentary reiterates a quality-first approach focused on predictable earnings, prudent capital allocation, and downside protection. Management stresses patience through volatility and selective exposure to structurally advantaged businesses. Valuation discipline remains integral to risk management.	AER AWI NEU	View
2025 Q2	Jul 20, 2025	The London Company Small-Mid Cap	-0.8%	-7.3%	AER, AWI, MUSA, NEU, SAIA, WTM	Balance Sheets, Compounding, Discipline, fundamentals, Quality	The letter emphasizes investing in high-quality small- and mid-cap businesses with durable competitive advantages and strong balance sheets. Management highlights disciplined underwriting and avoidance of leverage as critical in navigating macro uncertainty. Long-term compounding is prioritized over short-term market timing.	AWI NEU	View
2024 Q2	Jul 10, 2024	L1 Capital International Fund	4.7%	0.0%	AER, AMZN, CRH, DHR, EXP, MA, NVDA	-			View
2024 Q1	May 1, 2024	Cooper Investors Global Equities Fund (Unhedged)	5.5%	5.4%	AER, CME, DHR, ERF FP, LPX	-			View
2025 Q1	Apr 30, 2025	Horos Asset Management	5.0%	5.0%	AER, ANE SM, APPL, JUP LN, NEON, PLX FP, SDE CN, SDRL, ZEG	-			View
2025 Q1	Apr 15, 2024	The London Company Small-Mid Cap	-6.6%	-6.6%	AER, BR, CABO, CACC, CHDN, DECK, SAIA, THG, ZBRA	-			View
2025 Q1	Mar 31, 2025	Eagle Capital Management, LLC	0.7%	0.7%	AER, COF, COP	-			View
2025 Q4	Feb 4, 2026	Aristotle Small Cap Equity Fund	1.9%	0.2%	ACHC, AEIS, AER, ATR, AUB, CCRN, CNS, EHTH, GTLS, HAE, HURN, IDA, ITRI, LKQ, MTSI, NUS, PRGO, PTEN, TITN, WWW	Deregulation, Energy Transition, healthcare, M&A, Regional Banks, semiconductors, small caps, value	The fund focuses exclusively on small-cap equities with valuations remaining compelling relative to large caps, with the Russell 2000 Index trading near multi-decade lows on a relative basis. Potential tailwinds include deregulation, lower corporate tax rates, increased M&A activity, continued reshoring of U.S. manufacturing and infrastructure-related spending. Value stocks outperformed growth counterparts during the quarter as the Russell 2000 Value Index returned 3.26% compared to 1.22% for growth. Lower-quality companies outperformed higher-quality companies with factors like high bankruptcy risk, low sales growth, and low price to earnings having the strongest payoffs. MACOM Technology Solutions, a designer and manufacturer of high-performance semiconductor products, was a top contributor with strong quarterly results. The company has meaningful exposure to growing demand from Data Center and 5G end market applications along with domestic manufacturing footprint. Healthcare was the best-performing sector at +18.54% during the quarter. The fund holds positions in companies like Haemonetics in blood management and Acadia Healthcare in behavioral health services, though maintains an underweight allocation as it avoids biotechnology companies due to binary risk. The fund added positions in regional banks including Atlantic Union Bankshares and WesBanco, viewing DOGE-related concerns as creating attractive opportunities. These banks benefit from diversified customer bases, growing market share, and solid balance sheets positioned for trust and deposit opportunities. The fund holds positions in companies supporting power grid modernization through Itron's smart metering solutions and IDACORP's transmission opportunities. These companies are positioned to benefit from critical regional transmission opportunities and grid monitoring solutions.		View
2025 Q4	Feb 4, 2026	Aristotle Small/Mid Cap Equity	2.3%	3.0%	AEIS, AER, AGI, AHCO, AUB, BJ, BKU, CIEN, DY, EHC, HASI, HMN, HQY, HURN, IDA, ITRI, MTSI, NOVT, PRGO, PWP, UGI, WWW	Banking, healthcare, industrials, small cap, technology, Utilities, value	AI-related demand is driving strong performance for optical networking equipment manufacturers like Ciena, which is dominating market share for scale across data center projects in 2026. The quarter began with concerns about a potential AI capital expenditures bubble affecting market sentiment. Power grid modernization efforts are driving demand for smart metering and grid monitoring solutions. Companies like Itron are well-positioned to benefit from these infrastructure investments despite some regulatory approval delays. Continued reshoring of U.S. manufacturing is identified as a potential tailwind for small/mid-cap stocks. This trend supports domestic manufacturing capabilities and creates opportunities for industrial companies.		View
2025 Q4	Feb 19, 2026	Tactile Fund LP	4.5%	20.5%	AER, CWK.L, FCG.NZ, GOOGL, GRUMAB.MX, HII, JUNGN.SW, LAMR, MATX, MCEM, META	Agriculture, AI, global, inflation, infrastructure, Luxury, Physical Assets, value	Holdings like Ricegrowers Ltd and Fonterra Shareholders Fund powered higher as rice and milk prices remained healthy and demand grew. Fonterra struck an agreement to sell its consumer-facing businesses to dairy powerhouse Lactalis. As the world's middle class grows, consumers will demand both more and better-quality foods and ingredients. Swiss Alpine Railways investors took notice of strong earnings from Jungfraubahn AG and BVZ Holding AG, each of which owns a collection of impossible to duplicate transportation and tourism infrastructure in the Alps. American shipbuilders benefit from higher spending on vessels and naval systems for national security reasons. There is a growing realization that artificial intelligence can reproduce the functions of a meaningful portion of the software offered by today's dominant software companies at a small fraction of the cost. Software franchises may eventually turn out to be just another commodity. AI capabilities will only improve. Tactile Fund owns shares in multiple European companies with extensive real estate holdings in exclusive locations. These are owned for their trophy assets that will grow in value with time, though this could mean waiting for their share prices to move.	GRUMAB MM BWEL GMEXICOB MM HII FSF NZ	View
2024 Q4	Dec 31, 2024	Artisan International Fund	-	10.6%	4091 JP, ABI BB, AER, AMZN, KO, MRO LN, NVO, SHOP	-			View
2022 Q3	Oct 11, 2022	Horos Asset Management	2.9%	9.8%	7GA GR, AER, AM FP, COOL NO, GAMI, PDG LN, SON1 SW, VRLA FP	-			View
2025 Q4	Jan 9, 2026	Middle Coast Investing	2.7%	16.9%	AAPL, ABM, AER, AMZN, APOG, ATKR, ATRO, AVGO, BHF, CCK, COF, CPAY, ECG, FG, GOGO, GOOG, HI, HNI, HURC, LULU, LYFT, MLKN, OMAB, PAGS, PGR, PTLO, SCHW, TRIP, WS	Bottom-up, Cash, Defensive, Office Furniture, risk management, value	Manager emphasizes bottom-up investing approach, looking for companies that will do better in years ahead when stocks are priced attractively. Seeks good companies at fair prices to protect against market struggles while avoiding missing big years. Primary goal is to avoid blowing up and survive through bad times. Uses rules like not buying whole positions at once, demanding 50% upside, watching leverage, and knowing when to double down. Maintains defensive portfolio positioning. Decade-long investment theme in office furniture companies including Kimball International, Steelcase, and HNI Corporation. Believes return to office theme hasn't played out but might be soon, with order growth showing improvement across major players.		View
2025 Q4	Jan 21, 2026	Platinum International Fund	3.0%	13.0%	AER, AMZN, BKNG, CRH, DHR, GOOGL, ICE, INTU, J, MA, MSFT, TSM, UBER, V	AI, Aircraft Leasing, global, growth, large cap, payments, semiconductors, technology	Markets continue to grapple with AI potential and its impact across industries. Every industry and company is being categorized as either an AI Winner or AI Loser, which the manager views as a shallow distinction. Almost every industry will need to incorporate and adapt AI, creating both opportunities and disruption across sectors. AerCap contributed 1.4% to Fund returns during the quarter. The aircraft leasing business continues to perform well as a key contributor to portfolio performance, representing a significant position in the Fund's financials allocation. TSMC contributed 0.7% to Fund performance and is highlighted as the leading manufacturer of semiconductor chips used in AI, mobile phone and other applications. The company benefits from extremely strong demand, has industry-leading manufacturing capabilities, and continues to exceed financial performance expectations with a long runway for future growth. The Fund maintains significant exposure to payments companies including Mastercard and Visa as top 10 holdings, representing 12% of the portfolio allocation. These companies benefit from the ongoing digitization of payments and strong network effects in the global payments ecosystem.		View
2025 Q4	Jan 21, 2026	Platinum Global Fund (Long Only)	3.0%	16.0%	AER, AMZN, BKNG, CRH, ICE, INTU, MA, MSFT, TSM, V	Diversified, global, large cap, payments, technology	Global equity markets in 2025 delivered strong headline returns but masked significant dispersion beneath the surface, with performance driven by a narrow group of AI-related leaders. Many high-quality global businesses lagged despite solid fundamentals, creating opportunities for disciplined stock selection and valuation-driven investing. The manager remains focused on owning resilient, high-return businesses at reasonable prices while avoiding speculative excess and market fads.		View
2025 Q4	Jan 21, 2026	The London Company SMID Cap	2.0%	-4.8%	AER, LW, NEU, WAT, WTM, ZBRA	industrials, mid cap, Quality, small cap, SMID Cap, value	The portfolio emphasizes companies with high and stable returns on invested capital, conservative leverage, and reasonable valuations. Quality factors were headwinds during the quarter but the manager believes the environment is becoming more conducive to fundamentals where earnings growth, dividends, and balance-sheet strength matter more than valuation multiple expansion. Value outperformed Growth across the market cap spectrum during the quarter, with Value factors being the primary driver of returns, led by stocks trading at lower prices relative to sales and book value. The manager expects a return to fundamentals where reasonable valuations become more important.	LW NEU ZBRA AER	View
2025 Q4	Jan 15, 2026	Lyrical Asset Management	2.0%	17.9%	AAPL, AER, AMG, AMZN, EBAY, EXPE, FFIV, FLEX, GOOGL, HCA, JCI, META, MSFT, NRG, NTAP, NVDA, SNX, TSLA, UBER, URI	EPS Growth, growth, international, Performance, valuation, value	Lyrical emphasizes their uncommon combination of value and growth, with their portfolio trading at a 78% discount to the S&P 500 while generating 10.6% EPS growth versus 6.6% for the S&P 500. The value spread between their portfolio and the S&P 500 is historically wide. The firm highlights strong performance in travel-related holdings including Expedia Group and AerCap Holdings. Air transportation industry cash flows show recovery with air lessors outperforming airlines and aircraft manufacturers from 2020-2025.		View
2025 Q4	Jan 14, 2026	L1 Capital International Fund	2.2%	9.8%	AER, AMZN, BKNG, CRH, CRM, DHR, GOOGL, HCA, ICE, INTU, J, LSEG.L, MA, MSFT, TSM, UBER, UNH, V	AI, consumer, Global Equities, Macro, Quality, technology, valuation	AI continues to be a central focal point for stock markets, with companies being labeled as either AI winners or AI losers. The manager believes many perceived AI winners are trading at valuations requiring everything to go right, while some businesses labeled as AI losers present attractive opportunities due to exaggerated concerns. Traditional Quality factor materially underperformed the broader U.S. market by the widest margin since the dot.com boom, providing opportunities to invest in high-quality businesses at attractive valuations. The fund maintains focus on quality businesses with strong competitive moats. Consumer environment continues to be highly mixed with financial pressure building on lower socioeconomic consumers while affluent consumers thrive. This K-shaped economy influences portfolio decisions, steering clear of businesses exposed to less affluent consumers.	ICE LSEG LN INTU CRM TSM AER UBER J	View
2024 Q4	Jan 10, 2025	The Bristlemoon Global Fund	10.4%	3.1%	AER, APP, MTCH, PAR, PINS	-			View
2024 Q3	Sep 30, 2024	Artisan International Fund	5.9%	14.6%	4091 JP, 4568 JP, 4578 JP, 7182 JP, 8316 JP, AC FP, AER, AI FP, ARGX, DB, MRO LN, NGG, TEMN SW, WIZZ LN	-			View
2023 Q4	Feb 13, 2024	Horos Asset Management	2.9%	9.8%	7GE GR, AER, AMG, METC, SDE CN, TGS	-			View
2024 Q4	Jan 27, 2025	O’Keefe Stevens Advisory, Inc	-	-	AER, BYON, DFIN, FPH	-			View
2023 Q4	Jan 24, 2024	O’Keefe Stevens Advisory, Inc	0.0%	0.0%	AER, EAF, FPH, HCC, LL, NVDA, TSLA	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Mar 16, 2026	Substack	Attitude Small Caps	AerCap Holdings N.V.	Financial Services	Leasing	Bull	New York Stock Exchange	Aircraft Leasing, aviation sector, Fleet Management, Lease prices, market revaluation	View Pitch
Feb 21, 2026	Fund Letters	Javier Ruiz	AerCap Holdings N.V.	Industrials	Asset Management & Custody Banks	Bull	New York Stock Exchange	Aircraftleasing, Assetvalue, buybacks, capital allocation, undervaluation	View Pitch
Feb 2, 2026	Seeking Alpha	Seeking Alpha	AerCap Holdings N.V.	Financial Services	Aircraft Leasing	Bull	New York Stock Exchange	Aircraft Leasing, Balance Sheet Transparency, COVID-19 Resilience, earnings growth, economies of scale, financial services, Maturity Mismatch, resilience, risk management, valuation	View Pitch
Feb 2, 2026	Seeking Alpha	Seeking Alpha	AerCap Holdings N.V.	Financial Services	Aircraft Leasing	Bull	New York Stock Exchange	Aircraft Leasing, COVID-19 impact, debt management, earnings growth, economies of scale, financial services, Maturity Mismatch Risk, resilience, return on equity, valuation	View Pitch
Jan 27, 2026	Fund Letters	Brian Campbell	AerCap Holdings N.V.	Industrials	Transportation	Bull	New York Stock Exchange	Aircraftleasing, Aviation, Balancesheet, buybacks, cashflow	View Pitch
Jan 16, 2026	Fund Letters	David Steinthal	AerCap Holdings N.V.	Industrials	Aircraft Leasing	Bull	New York Stock Exchange	Aircraft, Aviation, backlog, Capitalallocation, Leasing	View Pitch
Jan 8, 2026	Fund Letters	Brian Campbell	AerCap Holdings N.V.	Industrials	Trading Companies & Distributors	Bull	New York Stock Exchange	Aircraft Leasing, asset sales, Book Value, buybacks, Supply	View Pitch
Aug 13, 2025	Seeking Alpha	Dhierin Bechai	AerCap Holdings	Industrials	Rental & Leasing Services	Bull	NYSE	—	View Pitch

BSD Shareholders of AER

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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