Darsana Capital Partners’s AerCap AER Stock Holding History

Darsana 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 Q1	–	Sell	-475,000	Closed	-$68.3M	–	15
2025 Q4	$68.3M	Sell	475,000 -250,000	-34%	-$33.1M	1.36%	16
2025 Q3	$87.7M	Hold	725,000	–	–	2.07%	13
2025 Q2	$84.8M	Sell	725,000 -275,000	-28%	-$29.7M	2.42%	13
2025 Q1	$102M	Hold	1,000,000	–	–	2.97%	12
2024 Q4	$95.7M	Hold	1,000,000	–	–	2.91%	12
2024 Q3	$94.7M	Buy	+1,000,000	New	+$93.7M	2.33%	13

Other funds holding AER

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Two Sigma Investments New York $138B AUM 41.87% 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

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

Darsana Capital Partners's AER Position: Q1 2026 in Review

Darsana Capital Partners sold out of AerCap (AER) in Q1 2026, closing a stake of 475,000 shares — an estimated $68.3M sold.

Darsana Capital Partners first reported a position in AER in Q3 2024 and held it in 6 quarters. The position peaked at $102M in Q1 2025. 665 funds tracked by Wall St. Rank hold AER as of Q1 2026.

Darsana Capital Partners reported no remaining AerCap position as of Q1 2026 after selling out during the quarter.
Darsana Capital Partners sold 475,000 AerCap shares in Q1 2026, an estimated $68.3M.
Darsana Capital Partners first reported a position in AerCap in Q3 2024 and held it in 6 quarters.
Darsana Capital Partners's AerCap position peaked at $102M in Q1 2025.
665 funds tracked by Wall St. Rank held AerCap as of Q1 2026.

Based on Darsana Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.