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Avantyr Capital Partners’s AerCap AER Stock Holding History

Avantyr Capital 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 		$100M Sell
685,964
-373,585
-35% -$53.1M 3.68% 12
2026
Q1 		$145M Buy
1,059,549
+332,612
+46% +$47.6M 6.98% 7
2025
Q4 		$105M Buy
+726,937
New +$96.3M 6.26% 6

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 $3.37T AUM 44.26% 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

Avantyr Capital Partners's AER Position: Q2 2026 in Review

Avantyr Capital Partners reduced its AerCap (AER) stake by 35% in Q2 2026, selling an estimated $53.1M and leaving 685,964 shares worth $100M. The position accounts for 3.68% of the portfolio, ranked #12.

Avantyr Capital Partners first reported a position in AER in Q4 2025 and has held it in 3 quarters since. The position peaked at $145M in Q1 2026. 688 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • Avantyr Capital Partners held 685,964 shares of AerCap worth $100M as of Q2 2026.
  • Avantyr Capital Partners sold 373,585 AerCap shares in Q2 2026, an estimated $53.1M.
  • AerCap made up 3.68% of Avantyr Capital Partners's portfolio in Q2 2026, its #12 holding.
  • Avantyr Capital Partners first reported a position in AerCap in Q4 2025 and has held it in 3 quarters since.
  • Avantyr Capital Partners's AerCap position peaked at $145M in Q1 2026.
  • 688 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

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