David Greenspan’s AerCap AER Stock Holding History

David Greenspan’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	-974,544	Closed	-$134M	–	41
2026 Q1	$134M	Buy	974,544 +36,400	+4%	+$5.21M	1.99%	20
2025 Q4	$135M	Sell	938,144 -83,500	-8%	-$11.1M	1.82%	24
2025 Q3	$124M	Sell	1,021,644 -89,768	-8%	-$10.5M	1.91%	21
2025 Q2	$130M	Sell	1,111,412 -188,788	-15%	-$20.4M	2.24%	21
2025 Q1	$133M	Sell	1,300,200 -92,800	-7%	-$9.18M	2.4%	16
2024 Q4	$133M	Sell	1,393,000 -163,000	-10%	-$15.6M	2.41%	17
2024 Q3	$147M	Sell	1,556,000 -442,000	-22%	-$41.4M	2.27%	18
2024 Q2	$186M	Hold	1,998,000	–	–	3.54%	8
2024 Q1	$174M	Sell	1,998,000 -345,000	-15%	-$27.1M	3.44%	7
2023 Q4	$174M	Buy	2,343,000 +833,000	+55%	+$55M	3.87%	6
2023 Q3	$94.6M	Buy	+1,510,000	New	+$95.1M	2.64%	16

Other funds holding AER

BlackRock New York $6.73T AUM 46.02% 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

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

David Greenspan's AER Position: Q2 2026 in Review

David Greenspan sold out of AerCap (AER) in Q2 2026, closing a stake of 974,544 shares — an estimated $134M sold.

David Greenspan first reported a position in AER in Q3 2023 and held it in 11 quarters. The position peaked at $186M in Q2 2024. 687 funds tracked by Wall St. Rank hold AER as of Q2 2026.

David Greenspan reported no remaining AerCap position as of Q2 2026 after selling out during the quarter.
David Greenspan sold 974,544 AerCap shares in Q2 2026, an estimated $134M.
David Greenspan first reported a position in AerCap in Q3 2023 and held it in 11 quarters.
David Greenspan's AerCap position peaked at $186M in Q2 2024.
687 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

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