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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 		– Sell
-250,000
Closed -$34.3M – 23
2026
Q1 		$34.3M Buy
+250,000
New +$35.8M 2.1% 20

Other funds holding AER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
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
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.