Position in AER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$111,788,185
-$42,332,036 QoQ
Shares Held
766,828
-31.7% QoQ
Ownership
0.488%
of shares outstanding
% of Portfolio
7.16%
of 13F equity value
Holder Rank
#42
of 686 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AER Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Dorsey Asset Management, LLC holds $197,862,925 across 2 Rental & Leasing Services names. AER ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AER |
AerCap Holdings N.V.
This page
|
766,828 | $111,788,185 | |
| 2 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
1,150,578 | $86,074,740 |
All Filings in AER
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,788,185 | 766,828 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $154,120,221 | 1,123,489 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $174,676,881 | 1,215,059 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $152,943,758 | 1,263,998 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $159,250,806 | 1,361,118 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $116,324,836 | 1,138,542 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||