59 North Capital Management’s AerCap AER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500M Sell
4,271,324
-938,210
-18% -$110M 17.84% 1
2025
Q1
$532M Buy
5,209,534
+1,504,620
+41% +$154M 19.17% 1
2024
Q4
$355M Buy
3,704,914
+538,703
+17% +$51.6M 16.56% 1
2024
Q3
$300M Sell
3,166,211
-66,764
-2% -$6.32M 13.45% 1
2024
Q2
$301M Buy
3,232,975
+877,507
+37% +$81.8M 14.85% 1
2024
Q1
$205M Sell
2,355,468
-192,036
-8% -$16.7M 12.33% 2
2023
Q4
$189M Sell
2,547,504
-324,798
-11% -$24.1M 15.27% 1
2023
Q3
$180M Buy
2,872,302
+1,588,196
+124% +$99.5M 20.85% 1
2023
Q2
$81.6M Buy
1,284,106
+468,752
+57% +$29.8M 9.31% 4
2023
Q1
$45.8M Buy
+815,354
New +$45.8M 6.71% 7
2021
Q2
Sell
-118,320
Closed -$6.95M 12
2021
Q1
$6.95M Sell
118,320
-537,218
-82% -$31.6M 2.91% 12
2020
Q4
$29.9M Buy
+655,538
New +$29.9M 11.15% 3