English Capital Management’s AerCap AER Stock Holding History

English Capital Management’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	$10M	Hold	68,933	–	–	4.63%	2
2026 Q1	$9.46M	Hold	68,933	–	–	5.54%	2
2025 Q4	$9.91M	Hold	68,933	–	–	6.1%	1
2025 Q3	$8.34M	Sell	68,933 -13,823	-17%	-$1.61M	5.39%	2
2025 Q2	$9.68M	Hold	82,756	–	–	6.4%	2
2025 Q1	$8.46M	Hold	82,756	–	–	6.31%	1
2024 Q4	$7.92M	Hold	82,756	–	–	6.01%	3
2024 Q3	$7.84M	Hold	82,756	–	–	5.73%	2
2024 Q2	$7.71M	Sell	82,756 -41,839	-34%	-$3.73M	6.45%	2
2024 Q1	$10.8M	Hold	124,595	–	–	8.54%	1
2023 Q4	$9.26M	Buy	+124,595	New	+$8.23M	7.97%	1

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

English Capital Management's AER Position: Q2 2026 in Review

English Capital Management held its AerCap (AER) position steady in Q2 2026 at 68,933 shares worth $10M. The position accounts for 4.63% of the portfolio, ranked #2.

English Capital Management first reported a position in AER in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.8M in Q1 2024. 690 funds tracked by Wall St. Rank hold AER as of Q2 2026.

English Capital Management held 68,933 shares of AerCap worth $10M as of Q2 2026.
English Capital Management left its AerCap share count unchanged in Q2 2026.
AerCap made up 4.63% of English Capital Management's portfolio in Q2 2026, its #2 holding.
English Capital Management first reported a position in AerCap in Q4 2023 and has held it in 11 quarters since.
English Capital Management's AerCap position peaked at $10.8M in Q1 2024.
690 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on English Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.