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LONDON CO OF VIRGINIA

Position in AER — AerCap Holdings N.V.

CIK 1259887 RICHMOND, VA

Position in AER

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$353,238,351
+$4,243,103 QoQ
Shares Held
2,423,092
-4.8% QoQ
Ownership
1.54%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#14
of 692 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in AER Over Time

Shares Held

Position Value (USD)

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

LONDON CO OF VIRGINIA holds $375,072,744 across 3 Rental & Leasing Services names. AER ranks #1 (94.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AER
AerCap Holdings N.V.
This page
2,423,092 $353,238,351

All Filings in AER

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $353,238,351 2,423,092
2026-03-31 $348,995,248 2,544,068
2025-12-31 $396,976,563 2,761,384
2025-09-30 $368,099,787 3,042,147
2025-06-30 $371,377,539 3,174,167
2025-03-31 $349,146,256 3,417,307
2024-12-31 $337,180,671 3,523,309
2024-09-30 $336,049,699 3,547,822
2024-06-30 $318,612,122 3,418,585
2024-03-31 $300,610,739 3,458,874
2023-12-31 $309,591,182 4,165,651
2023-09-30 $258,708,215 4,128,103
2023-06-30 $248,531,083 3,912,643
2023-03-31 $231,419,513 4,115,588
2022-12-31 $242,239,001 4,153,618
2022-09-30 $176,328,070 4,165,558
2022-06-30 $139,031,175 3,395,974
2022-03-31 $175,477,350 3,490,003
2021-12-31 $226,377,143 3,460,366
2021-09-30 $41,456,880 717,123