Bill Nygren’s AerCap AER Stock Holding History

Bill Nygren’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	$942M	Buy	6,460,145 +558,523	+9%	+$79.3M	1.25%	31
2026 Q1	$810M	Buy	5,901,622 +61,142	+1%	+$8.74M	1.08%	36
2025 Q4	$840M	Buy	+5,840,480	New	+$774M	1.06%	38

Other funds holding AER

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Bill Nygren's AER Position: Q2 2026 in Review

Bill Nygren increased its AerCap (AER) stake by 9.5% in Q2 2026, buying an estimated $79.3M and bringing the position to 6,460,145 shares worth $942M. The position accounts for 1.25% of the portfolio, ranked #31.

Bill Nygren first reported a position in AER in Q4 2025 and has held it in 3 quarters since. 687 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Bill Nygren held 6,460,145 shares of AerCap worth $942M as of Q2 2026.
Bill Nygren bought 558,523 AerCap shares in Q2 2026, an estimated $79.3M.
AerCap made up 1.25% of Bill Nygren's portfolio in Q2 2026, its #31 holding.
Bill Nygren first reported a position in AerCap in Q4 2025 and has held it in 3 quarters since.
687 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Harris Associates's 13F filing for Q2 2026, filed 14 Aug 2026.