Dorsey Asset 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
$159M Buy
1,361,118
+222,576
+20% +$26M 14.28% 3
2025
Q1
$116M Buy
+1,138,542
New +$116M 12.33% 4