LCM
AL

Lakewood Capital Management’s Air Lease Corp AL Stock Holding History

Lakewood Capital Management’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
Q2 		– Sell
-485,878
Closed -$31.6M – 66
2026
Q1 		$31.6M Hold
485,878
– – 1.99% 19
2025
Q4 		$31.2M Hold
485,878
– – 2.07% 21
2025
Q3 		$30.9M Hold
485,878
– – 2.33% 19
2025
Q2 		$28.4M Buy
485,878
+37,000
+8% +$1.93M 2.12% 16
2025
Q1 		$21.7M Buy
+448,878
New +$21.1M 1.89% 18

Other funds holding AL

WG
Wellington Group Indianapolis, Indiana $325M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Lakewood Capital Management's AL Position: Q2 2026 in Review

Lakewood Capital Management sold out of Air Lease Corp (AL) in Q2 2026, closing a stake of 485,878 shares — an estimated $31.6M sold.

Lakewood Capital Management first reported a position in AL in Q1 2025 and held it in 5 quarters. The position peaked at $31.6M in Q1 2026. 4 funds tracked by Wall St. Rank hold AL as of Q2 2026.

  • Lakewood Capital Management reported no remaining Air Lease Corp position as of Q2 2026 after selling out during the quarter.
  • Lakewood Capital Management sold 485,878 Air Lease Corp shares in Q2 2026, an estimated $31.6M.
  • Lakewood Capital Management first reported a position in Air Lease Corp in Q1 2025 and held it in 5 quarters.
  • Lakewood Capital Management's Air Lease Corp position peaked at $31.6M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2026.

Based on Lakewood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.