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Steamboat Capital Partners’s AerCap AER Stock Holding History

Steamboat Capital Partners’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 		$17.9M Buy
122,485
+47,129
+63% +$6.69M 3.82% 5
2026
Q1 		$10.3M Sell
75,356
-24,713
-25% -$3.53M 2.57% 11
2025
Q4 		$14.4M Sell
100,069
-10,641
-10% -$1.41M 3.95% 4
2025
Q3 		$13.4M Sell
110,710
-6,795
-6% -$793K 3.49% 7
2025
Q2 		$13.7M Sell
117,505
-12,495
-10% -$1.35M 3.91% 3
2025
Q1 		$13.3M Buy
130,000
+34,048
+35% +$3.37M 4.02% 7
2024
Q4 		$9.18M Sell
95,952
-1,985
-2% -$190K 2.84% 14
2024
Q3 		$9.28M Buy
97,937
+37,937
+63% +$3.56M 2.92% 14
2024
Q2 		$5.59M Buy
+60,000
New +$5.34M 2.05% 20
2021
Q1 		– Sell
-727,457
Closed -$33.2M – 50
2020
Q4 		$33.2M Sell
727,457
-146,006
-17% -$5.1M 9.45% 3
2020
Q3 		$22M Buy
873,463
+39,786
+5% +$1.15M 3.58% 6
2020
Q2 		$25.7M Buy
833,677
+683,999
+457% +$19.6M 4.78% 4
2020
Q1 		$3.41M Buy
+149,678
New +$7.39M 0.67% 37

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

Steamboat Capital Partners's AER Position: Q2 2026 in Review

Steamboat Capital Partners increased its AerCap (AER) stake by 63% in Q2 2026, buying an estimated $6.69M and bringing the position to 122,485 shares worth $17.9M. The position accounts for 3.82% of the portfolio, ranked #5.

Steamboat Capital Partners first reported a position in AER in Q1 2020 and has held it in 13 quarters since. The position peaked at $33.2M in Q4 2020. 688 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • Steamboat Capital Partners held 122,485 shares of AerCap worth $17.9M as of Q2 2026.
  • Steamboat Capital Partners bought 47,129 AerCap shares in Q2 2026, an estimated $6.69M.
  • AerCap made up 3.82% of Steamboat Capital Partners's portfolio in Q2 2026, its #5 holding.
  • Steamboat Capital Partners first reported a position in AerCap in Q1 2020 and has held it in 13 quarters since.
  • Steamboat Capital Partners's AerCap position peaked at $33.2M in Q4 2020.
  • 688 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

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