140 Summer Partners’s AerCap AER Stock Holding History

140 Summer Partners’s Portfolio AER Stock Details AER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.2M	Sell	399,305 -109,261	-21%	-$15.5M	4.16%	10
2026 Q1	$69.8M	Sell	508,566 -59,655	-10%	-$8.53M	4.26%	11
2025 Q4	$81.7M	Sell	568,221 -79,522	-12%	-$10.5M	6.04%	5
2025 Q3	$78.4M	Sell	647,743 -114,407	-15%	-$13.4M	6.81%	4
2025 Q2	$89.2M	Sell	762,150 -135,851	-15%	-$14.7M	10.22%	2
2025 Q1	$91.7M	Buy	898,001 +36,427	+4%	+$3.61M	11.92%	2
2024 Q4	$82.5M	Sell	861,574 -103,766	-11%	-$9.95M	9.86%	2
2024 Q3	$91.4M	Buy	965,340 +67,400	+8%	+$6.32M	9.85%	1
2024 Q2	$83.7M	Sell	897,940 -20,051	-2%	-$1.79M	10.07%	2
2024 Q1	$79.8M	Sell	917,991 -44,735	-5%	-$3.51M	9.9%	1
2023 Q4	$71.5M	Buy	962,726 +705,826	+275%	+$46.6M	12.33%	1
2023 Q3	$16.1M	Buy	+256,900	New	+$16.2M	3.14%	12

Other funds holding AER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

140 Summer Partners's AER Position: Q2 2026 in Review

140 Summer Partners reduced its AerCap (AER) stake by 21% in Q2 2026, selling an estimated $15.5M and leaving 399,305 shares worth $58.2M. The position accounts for 4.16% of the portfolio, ranked #10.

140 Summer Partners first reported a position in AER in Q3 2023 and has held it in 12 quarters since. The position peaked at $91.7M in Q1 2025. 695 funds tracked by Wall St. Rank hold AER as of Q2 2026.

140 Summer Partners held 399,305 shares of AerCap worth $58.2M as of Q2 2026.
140 Summer Partners sold 109,261 AerCap shares in Q2 2026, an estimated $15.5M.
AerCap made up 4.16% of 140 Summer Partners's portfolio in Q2 2026, its #10 holding.
140 Summer Partners first reported a position in AerCap in Q3 2023 and has held it in 12 quarters since.
140 Summer Partners's AerCap position peaked at $91.7M in Q1 2025.
695 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on 140 Summer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.