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Luxor Capital Group’s AerCap AER Stock Holding History

Luxor Capital Group’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 		$56.3M Buy
386,310
+249,000
+181% +$35.4M 2.24% 11
2026
Q1 		$18.8M Sell
137,310
-348,790
-72% -$49.9M 1.31% 17
2025
Q4 		$69.9M Buy
486,100
+192,349
+65% +$25.5M 5.35% 5
2025
Q3 		$35.5M Buy
293,751
+564
+0.2% +$65.8K 1.67% 12
2025
Q2 		$34.3M Sell
293,187
-125,618
-30% -$13.6M 2.53% 12
2025
Q1 		$42.8M Buy
418,805
+5,075
+1% +$502K 2.44% 11
2024
Q4 		$39.6M Buy
413,730
+70,324
+20% +$6.75M 2.85% 11
2024
Q3 		$32.5M Sell
343,406
-84,363
-20% -$7.91M 2.03% 16
2024
Q2 		$39.9M Buy
427,769
+178,440
+72% +$15.9M 2.8% 13
2024
Q1 		$21.7M Sell
249,329
-188,164
-43% -$14.8M 1.57% 15
2023
Q4 		$32.5M Buy
437,493
+320,093
+273% +$21.1M 2.03% 15
2023
Q3 		$7.36M Buy
+117,400
New +$7.39M 0.16% 31
2022
Q3 		– Sell
-351,562
Closed -$14.4M – 94
2022
Q2 		$14.4M Buy
351,562
+263,386
+299% +$12.2M 0.63% 27
2022
Q1 		$4.43M Sell
88,176
-97,000
-52% -$5.82M 0.06% 49
2021
Q4 		$12.1M Buy
185,176
+13,125
+8% +$812K 0.12% 52
2021
Q3 		$9.95M Buy
+172,051
New +$9.22M 0.09% 64

Other funds holding AER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
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
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

Luxor Capital Group's AER Position: Q2 2026 in Review

Luxor Capital Group increased its AerCap (AER) stake by 181% in Q2 2026, buying an estimated $35.4M and bringing the position to 386,310 shares worth $56.3M. The position accounts for 2.24% of the portfolio, ranked #11.

Luxor Capital Group first reported a position in AER in Q3 2021 and has held it in 16 quarters since. The position peaked at $69.9M in Q4 2025. 694 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • Luxor Capital Group held 386,310 shares of AerCap worth $56.3M as of Q2 2026.
  • Luxor Capital Group bought 249,000 AerCap shares in Q2 2026, an estimated $35.4M.
  • AerCap made up 2.24% of Luxor Capital Group's portfolio in Q2 2026, its #11 holding.
  • Luxor Capital Group first reported a position in AerCap in Q3 2021 and has held it in 16 quarters since.
  • Luxor Capital Group's AerCap position peaked at $69.9M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

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