Position in AER
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$485,013,470
+$263,781,782 QoQ
Shares Held
3,535,599
+129.7% QoQ
Ownership
2.24%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 98.22378046831668.ToString("F0")%
Shared 0.ToString("F0")%
None 1.7762195316833158.ToString("F0")%
Common Shares in AER Over Time
Shares Held
Position Value (USD)
Derivatives in AER
reported options exposure · as of Dec 31, 2021CallValue
$242,054
CallShares
3,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $629,640,615 across 15 Rental & Leasing Services names. AER ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AER |
AerCap Holdings N.V.
This page
|
3,535,599 | $485,013,470 | |
| 2 | URI |
United Rentals, Inc.
|
76,943 | $56,057,592 | |
| 3 | WLFC |
Willis Lease Finance Corp
|
166,311 | $28,316,110 | |
| 4 | MGRC |
Mcgrath Rentcorp
|
141,536 | $15,608,590 | |
| 5 | HTZ |
Hertz Global Holdings, Inc
|
2,807,664 | $12,943,331 | |
| 6 | UHAL |
U-Haul Holding Co /NV/
|
209,284 | $9,999,589 | |
| 7 | AL |
SUMISHO AIR LEASE CORP
|
100,522 | $6,527,898 | |
| 8 | EQPT |
EquipmentShare.com Inc
|
210,060 | $4,278,922 |
All Filings in AER
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $485,013,470 | 3,535,599 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $221,231,688 | 1,538,896 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $192,002,800 | 1,586,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $123,842,745 | 1,058,485 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $76,752,351 | 751,222 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,241,783 | 117,469 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,838,927 | 230,563 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $60,075,974 | 644,592 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $90,446,194 | 1,040,688 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,306,330 | 300,139 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,562,000 | 152,577 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,722,797 | 216,039 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,027,192 | 71,620 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $2,545,173 | 50,620 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,145,977 | 139,804 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $242,054 | 3,700 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $19,303,626 | 333,915 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $566,538 | 9,800 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $913,398 | 15,800 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $45,273,890 | 884,083 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $30,880,381 | 525,713 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $227,900 | 5,000 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $19,853,189 | 435,568 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $221,672 | 8,800 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $4,872,274 | 193,421 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,288,910 | 301,588 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,980,888 | 174,677 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||