FIRST MANHATTAN CO. LLC.

Position in AER — AerCap Holdings N.V.

CIK 728083 NEW YORK, NY

Position in AER

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,222,927

-$490,355 QoQ

Shares Held

74,522

0.0% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Industrials · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $16,726,914 across 5 Rental & Leasing Services names. AER ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AER	AerCap Holdings N.V. This page	74,522	$10,222,927
2	CAR	Avis Budget Group, Inc.	27,024	$3,941,450
3	SUNB	Sunbelt Rentals Holdings, Inc.	16,400	$1,067,476
4	URI	United Rentals, Inc.	1,339	$975,541
5	AL	SUMISHO AIR LEASE CORP	8,000	$519,520

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,222,927	74,522	0.0%	Shares	Sole	2026-05-15
2025-12-31	$10,713,282	74,522	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$9,014,500	74,500	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$8,728,200	74,600	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$7,629,953	74,679	+0.0%	Shares	Sole	2025-05-15
2024-12-31	$7,145,344	74,664	+3.4%	Shares	Sole	2025-02-14
2024-09-30	$6,840,110	72,214	+75122.9%	Shares	Sole	2024-11-14
2020-06-30	$2,956	96	0.0%	Shares	Sole	2020-08-14
2020-03-31	$2,187	96	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.