Hi-Line Capital Management’s AerCap AER Stock Holding History

Hi-Line 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	$9.85M	Buy	67,536 +743	+1%	+$106K	2.77%	12
2026 Q1	$9.16M	Buy	66,793 +22,588	+51%	+$3.23M	2.88%	12
2025 Q4	$6.35M	Buy	44,205 +2,529	+6%	+$335K	2.12%	23
2025 Q3	$5.04M	Buy	41,676 +8,849	+27%	+$1.03M	1.59%	27
2025 Q2	$3.84M	Buy	+32,827	New	+$3.55M	1.36%	27

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

Hi-Line Capital Management's AER Position: Q2 2026 in Review

Hi-Line Capital Management increased its AerCap (AER) stake by 1.1% in Q2 2026, buying an estimated $106K and bringing the position to 67,536 shares worth $9.85M. The position accounts for 2.77% of the portfolio, ranked #12.

Hi-Line Capital Management first reported a position in AER in Q2 2025 and has held it in 5 quarters since. 688 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Hi-Line Capital Management held 67,536 shares of AerCap worth $9.85M as of Q2 2026.
Hi-Line Capital Management bought 743 AerCap shares in Q2 2026, an estimated $106K.
AerCap made up 2.77% of Hi-Line Capital Management's portfolio in Q2 2026, its #12 holding.
Hi-Line Capital Management first reported a position in AerCap in Q2 2025 and has held it in 5 quarters since.
688 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on Hi-Line Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.