Kinetic Partners 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
$62.1M Sell
530,553
-408,150
-43% -$47.8M 3.39% 12
2025
Q1
$95.9M Buy
938,703
+228,503
+32% +$23.3M 6.88% 4
2024
Q4
$68M Buy
710,200
+28,800
+4% +$2.76M 4.48% 10
2024
Q3
$64.5M Buy
681,400
+13,900
+2% +$1.32M 4.48% 8
2024
Q2
$62.2M Buy
667,500
+366,600
+122% +$34.2M 4.53% 8
2024
Q1
$26.2M Buy
+300,900
New +$26.2M 1.82% 22