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Palestra Capital Management’s AerCap AER Stock Holding History

Palestra 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
2024
Q4 		– Sell
-668,817
Closed -$63.4M – 37
2024
Q3 		$63.4M Sell
668,817
-281,049
-30% -$26.3M 2.09% 22
2024
Q2 		$88.5M Sell
949,866
-96,629
-9% -$8.61M 3.49% 18
2024
Q1 		$91M Buy
1,046,495
+23,525
+2% +$1.85M 3.39% 16
2023
Q4 		$76M Buy
+1,022,970
New +$67.5M 3.78% 17

Other funds holding AER

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Palestra Capital Management's AER Position: Q4 2024 in Review

Palestra Capital Management sold out of AerCap (AER) in Q4 2024, closing a stake of 668,817 shares — an estimated $63.4M sold.

Palestra Capital Management first reported a position in AER in Q4 2023 and held it in 4 quarters. The position peaked at $91M in Q1 2024. 554 funds tracked by Wall St. Rank hold AER as of Q4 2024.

  • Palestra Capital Management reported no remaining AerCap position as of Q4 2024 after selling out during the quarter.
  • Palestra Capital Management sold 668,817 AerCap shares in Q4 2024, an estimated $63.4M.
  • Palestra Capital Management first reported a position in AerCap in Q4 2023 and held it in 4 quarters.
  • Palestra Capital Management's AerCap position peaked at $91M in Q1 2024.
  • 554 funds tracked by Wall St. Rank held AerCap as of Q4 2024.

Based on Palestra Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.