Pat Dorsey’s AerCap AER Stock Holding History

Pat Dorsey’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	$112M	Sell	766,828 -356,661	-32%	-$50.7M	7.16%	10
2026 Q1	$154M	Sell	1,123,489 -91,570	-8%	-$13.1M	12.27%	2
2025 Q4	$175M	Sell	1,215,059 -48,939	-4%	-$6.48M	15.18%	3
2025 Q3	$153M	Sell	1,263,998 -97,120	-7%	-$11.3M	13.75%	3
2025 Q2	$159M	Buy	1,361,118 +222,576	+20%	+$24.1M	14.28%	3
2025 Q1	$116M	Buy	+1,138,542	New	+$113M	12.33%	4

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

Pat Dorsey's AER Position: Q2 2026 in Review

Pat Dorsey reduced its AerCap (AER) stake by 32% in Q2 2026, selling an estimated $50.7M and leaving 766,828 shares worth $112M. The position accounts for 7.16% of the portfolio, ranked #10.

Pat Dorsey first reported a position in AER in Q1 2025 and has held it in 6 quarters since. The position peaked at $175M in Q4 2025. 687 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Pat Dorsey held 766,828 shares of AerCap worth $112M as of Q2 2026.
Pat Dorsey sold 356,661 AerCap shares in Q2 2026, an estimated $50.7M.
AerCap made up 7.16% of Pat Dorsey's portfolio in Q2 2026, its #10 holding.
Pat Dorsey first reported a position in AerCap in Q1 2025 and has held it in 6 quarters since.
Pat Dorsey's AerCap position peaked at $175M in Q4 2025.
687 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

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