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Slate Path Capital’s American Airlines Group AAL Stock Holding History

Slate Path Capital’s Portfolio AAL Stock Details AAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150M Buy
8,276,584
+1,804,900
+28% +$24.2M 2.07% 20
2026
Q1 		$69.5M Sell
6,471,684
-2,562,710
-28% -$34M 1.03% 27
2025
Q4 		$138M Sell
9,034,394
-947,400
-9% -$12.8M 1.87% 22
2025
Q3 		$112M Buy
9,981,794
+2,927,200
+41% +$36M 1.74% 22
2025
Q2 		$79.2M Sell
7,054,594
-1,684,000
-19% -$18M 1.36% 31
2025
Q1 		$92.2M Sell
8,738,594
-5,602,400
-39% -$84.4M 1.67% 26
2024
Q4 		$250M Sell
14,340,994
-1,812,000
-11% -$26M 4.52% 6
2024
Q3 		$182M Buy
16,152,994
+7,099,994
+78% +$75.1M 2.8% 11
2024
Q2 		$103M Buy
+9,053,000
New +$119M 1.95% 21

Other funds holding AAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Slate Path Capital's AAL Position: Q2 2026 in Review

Slate Path Capital increased its American Airlines Group (AAL) stake by 28% in Q2 2026, buying an estimated $24.2M and bringing the position to 8,276,584 shares worth $150M. The position accounts for 2.07% of the portfolio, ranked #20.

Slate Path Capital first reported a position in AAL in Q2 2024 and has held it in 9 quarters since. The position peaked at $250M in Q4 2024. 580 funds tracked by Wall St. Rank hold AAL as of Q2 2026.

  • Slate Path Capital held 8,276,584 shares of American Airlines Group worth $150M as of Q2 2026.
  • Slate Path Capital bought 1,804,900 American Airlines Group shares in Q2 2026, an estimated $24.2M.
  • American Airlines Group made up 2.07% of Slate Path Capital's portfolio in Q2 2026, its #20 holding.
  • Slate Path Capital first reported a position in American Airlines Group in Q2 2024 and has held it in 9 quarters since.
  • Slate Path Capital's American Airlines Group position peaked at $250M in Q4 2024.
  • 580 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2026.

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