PICTON MAHONEY ASSET MANAGEMENT

Position in AER — AerCap Holdings N.V.

CIK 1539041 Toronto, A6

Position in AER

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,212,160

-$47,321 QoQ

Shares Held

8,315

-5.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#365

of 691 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $26,925,042 across 5 Rental & Leasing Services names. AER ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc.	11,161	$12,644,185
2	WSC	WillScot Holdings Corp	338,097	$9,757,479
3	PRG	PROG Holdings, Inc.	68,876	$3,210,310
4	AER	AerCap Holdings N.V. This page	8,315	$1,212,160
5	UHAL	U-Haul Holding Co /NV/	1,542	$100,908

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,212,160	8,315	-5.1%	Shares	Sole	2026-08-13
2025-12-31	$1,259,481	8,761	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.