Woodson Capital Management’s AerCap AER Stock Holding History

Woodson 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
2026 Q2	$14.6M	Sell	100,000 -20,000	-17%	-$2.84M	2.44%	19
2026 Q1	$16.5M	Sell	120,000 -35,000	-23%	-$5.01M	2.59%	16
2025 Q4	$22.3M	Buy	155,000 +12,931	+9%	+$1.71M	3.09%	16
2025 Q3	$17.2M	Sell	142,069 -26,931	-16%	-$3.14M	3.09%	16
2025 Q2	$19.8M	Sell	169,000 -10,731	-6%	-$1.16M	3.3%	16
2025 Q1	$18.4M	Sell	179,731 -8,269	-4%	-$818K	3.18%	15
2024 Q4	$18M	Sell	188,000 -4,849	-3%	-$465K	2.9%	18
2024 Q3	$18.3M	Buy	192,849 +32,749	+20%	+$3.07M	3.57%	10
2024 Q2	$14.9M	Buy	+160,100	New	+$14.3M	2.59%	14

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

Woodson Capital Management's AER Position: Q2 2026 in Review

Woodson Capital Management reduced its AerCap (AER) stake by 17% in Q2 2026, selling an estimated $2.84M and leaving 100,000 shares worth $14.6M. The position accounts for 2.44% of the portfolio, ranked #19.

Woodson Capital Management first reported a position in AER in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.3M in Q4 2025. 689 funds tracked by Wall St. Rank hold AER as of Q2 2026.

Woodson Capital Management held 100,000 shares of AerCap worth $14.6M as of Q2 2026.
Woodson Capital Management sold 20,000 AerCap shares in Q2 2026, an estimated $2.84M.
AerCap made up 2.44% of Woodson Capital Management's portfolio in Q2 2026, its #19 holding.
Woodson Capital Management first reported a position in AerCap in Q2 2024 and has held it in 9 quarters since.
Woodson Capital Management's AerCap position peaked at $22.3M in Q4 2025.
689 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

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