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AERAER

6 quarters

Position history for DADorsey Asset Management, LLC's holdings in AerCap Holdings N.V.

Yes. Dorsey Asset Management holds 766,828 shares of AER (AerCap Holdings), worth $111.8M, as of its Q2 2026 13F filing. It reduced the position by 356,661 shares (-31.8%) from Q1 2026. Dorsey Asset Management has held AER since Q1 2025, across 6 quarterly 13F filings. AER is 7.2% of Dorsey Asset Management's reported 13F portfolio.

Current Value

$111.8M

Current Shares

766,828

Total Value Change

-$4.5M

Total Shares Change

-371,714

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
766,828
-31.8%
$111.8M7.2%$145.06
0
2026-Q1
Decreased
1.1M
-7.5%
$154.1M12.3%$136.12
0
2025-Q4
Decreased
1.2M
-3.9%
$174.7M15.2%$142.27
0
2025-Q3
Decreased
1.3M
-7.1%
$152.9M13.7%$119.74
0
2025-Q2
Increased
1.4M
+19.6%
$159.3M14.3%$115.51
73
2025-Q1
New
1.1M
—
$116.3M12.3%$100.63
96

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