Gagnon Advisors’s Air Lease Corp AL Stock Holding History

Gagnon Advisors’s Portfolio AL Stock Details AL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-196,479	Closed	-$12.6M	–	23
2025 Q4	$12.6M	Hold	196,479	–	–	8.01%	3
2025 Q3	$12.5M	Hold	196,479	–	–	7.72%	4
2025 Q2	$11.5M	Hold	196,479	–	–	7.72%	3
2025 Q1	$9.49M	Hold	196,479	–	–	6.69%	3
2024 Q4	$9.47M	Hold	196,479	–	–	6.06%	4
2024 Q3	$8.9M	Hold	196,479	–	–	5.75%	5
2024 Q2	$9.34M	Hold	196,479	–	–	7.11%	3
2024 Q1	$10.1M	Sell	196,479 -67,221	-25%	-$2.87M	8.77%	1
2023 Q4	$11.1M	Hold	263,700	–	–	9.66%	1
2023 Q3	$10.4M	Hold	263,700	–	–	8.69%	1
2023 Q2	$11M	Hold	263,700	–	–	7.38%	2
2023 Q1	$10.4M	Hold	263,700	–	–	6.97%	2
2022 Q4	$10.1M	Hold	263,700	–	–	6.84%	3
2022 Q3	$8.18M	Sell	263,700 -33,501	-11%	-$1.2M	5.3%	6
2022 Q2	$9.94M	Sell	297,201 -7,842	-3%	-$297K	6.02%	3
2022 Q1	$13.6M	Hold	305,043	–	–	6.27%	3
2021 Q4	$13.5M	Buy	305,043 +50,093	+20%	+$2.17M	5.36%	5
2021 Q3	$10M	Hold	254,950	–	–	3.98%	9
2021 Q2	$10.6M	Hold	254,950	–	–	4.04%	10
2021 Q1	$12.5M	Hold	254,950	–	–	5.14%	6
2020 Q4	$11.3M	Hold	254,950	–	–	5.09%	7
2020 Q3	$7.5M	Hold	254,950	–	–	4.6%	6
2020 Q2	$7.47M	Hold	254,950	–	–	5.37%	7
2020 Q1	$5.64M	Hold	254,950	–	–	5.27%	9
2019 Q4	$12.1M	Hold	254,950	–	–	6.79%	1
2019 Q3	$10.7M	Hold	254,950	–	–	6.61%	1
2019 Q2	$10.5M	Hold	254,950	–	–	6.02%	3
2019 Q1	$8.76M	Hold	254,950	–	–	5.01%	4
2018 Q4	$7.7M	Buy	254,950 +70,445	+38%	+$2.69M	5.41%	5
2018 Q3	$8.46M	Sell	184,505 -2,851	-2%	-$127K	5.07%	5
2018 Q2	$7.86M	Buy	187,356 +2,595	+1%	+$113K	4.98%	5
2018 Q1	$7.88M	Hold	184,761	–	–	5.86%	3
2017 Q4	$8.88M	Buy	184,761 +782	+0.4%	+$34.3K	6.51%	2
2017 Q3	$7.84M	Sell	183,979 -68,233	-27%	-$2.72M	5.94%	3
2017 Q2	$9.42M	Buy	252,212 +415	+0.2%	+$15.5K	8.13%	2
2017 Q1	$9.76M	Sell	251,797 -65,325	-21%	-$2.46M	8.88%	1
2016 Q4	$10.9M	Hold	317,122	–	–	9%	1
2016 Q3	$9.06M	Hold	317,122	–	–	7.16%	2
2016 Q2	$8.49M	Hold	317,122	–	–	7.18%	3
2016 Q1	$10.2M	Hold	317,122	–	–	8.98%	1
2015 Q4	$10.6M	Buy	317,122 +21,389	+7%	+$709K	7.86%	4
2015 Q3	$9.14M	Hold	295,733	–	–	7.44%	4
2015 Q2	$10M	Hold	295,733	–	–	6.86%	3
2015 Q1	$11.2M	Hold	295,733	–	–	6.54%	5
2014 Q4	$10.1M	Hold	295,733	–	–	6.11%	6
2014 Q3	$9.61M	Hold	295,733	–	–	5.94%	5
2014 Q2	$11.4M	Hold	295,733	–	–	7.13%	3
2014 Q1	$11M	Hold	295,733	–	–	6.25%	3
2013 Q4	$9.19M	Buy	+295,733	New	+$9.02M	5.32%	5

Other funds holding AL

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

OCAI

O'Connor Alternative Investments New York $1.37B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Gagnon Advisors's AL Position: Q1 2026 in Review

Gagnon Advisors sold out of Air Lease Corp (AL) in Q1 2026, closing a stake of 196,479 shares — an estimated $12.6M sold.

Gagnon Advisors first reported a position in AL in Q4 2013 and held it in 49 quarters. The position peaked at $13.6M in Q1 2022. 434 funds tracked by Wall St. Rank hold AL as of Q1 2026.

Gagnon Advisors reported no remaining Air Lease Corp position as of Q1 2026 after selling out during the quarter.
Gagnon Advisors sold 196,479 Air Lease Corp shares in Q1 2026, an estimated $12.6M.
Gagnon Advisors first reported a position in Air Lease Corp in Q4 2013 and held it in 49 quarters.
Gagnon Advisors's Air Lease Corp position peaked at $13.6M in Q1 2022.
434 funds tracked by Wall St. Rank held Air Lease Corp as of Q1 2026.

Based on Gagnon Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.