Position in AER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$362,078,013
+$5,156,093 QoQ
Shares Held
2,483,729
-4.5% QoQ
Ownership
1.58%
of shares outstanding
% of Portfolio
4.59%
of 13F equity value
Holder Rank
#12
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 29%
None 0%
Common Shares in AER Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026LYRICAL ASSET MANAGEMENT LP holds $375,156,297 across 2 Rental & Leasing Services names. AER ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AER |
AerCap Holdings N.V.
This page
|
2,483,729 | $362,078,013 | |
| 2 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
174,820 | $13,078,284 |
All Filings in AER
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,078,013 | 2,483,729 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $356,921,920 | 2,601,851 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $400,032,038 | 2,782,638 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $360,051,714 | 2,975,634 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $328,932,513 | 2,811,389 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $310,696,722 | 3,040,978 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $296,463,288 | 3,097,840 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $289,803,038 | 3,059,576 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $298,608,233 | 3,203,951 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $285,735,397 | 3,287,716 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $242,002,493 | 3,256,223 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $203,799,393 | 3,251,945 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $207,831,659 | 3,271,909 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $193,031,348 | 3,432,889 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $208,855,992 | 3,581,207 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $157,141,701 | 3,712,301 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $175,521,243 | 4,287,280 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $222,316,036 | 4,421,560 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $284,095,574 | 4,342,641 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $267,588,384 | 4,628,756 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $245,244,843 | 4,789,003 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $311,449,876 | 5,302,177 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $239,674,499 | 5,258,326 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $129,547,207 | 5,142,803 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $160,136,345 | 5,199,232 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $149,435,237 | 6,557,053 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||