EAGLE CAPITAL MANAGEMENT LLC

CIK

945631

City

New York

State / Country

Stock

AER — AerCap Holdings N.V.

Top Portfolio Positions

55 positions · $29,022,495,690 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
COP	Conocophillips Energy	18,910,677	$2,496,209,364	8.60%
AMZN	Amazon Com Inc Consumer Cyclical	11,753,916	$2,447,988,085	8.43%
WWD	Woodward, Inc. Industrials	4,928,676	$1,764,071,712	6.08%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	4,878,275	$1,648,613,036	5.68%
UNH	Unitedhealth Group Inc Healthcare	5,859,325	$1,585,474,751	5.46%
MSFT	Microsoft Corp Technology	4,005,305	$1,482,643,751	5.11%
MELI	Mercadolibre Inc Consumer Cyclical	785,937	$1,358,900,791	4.68%
SAP	Sap SE Technology	7,848,603	$1,343,759,319	4.63%
DHR	Danaher Corp /De/ Healthcare	6,575,159	$1,246,650,146	4.30%
COF	Capital One Financial Corp Financial Services	6,566,595	$1,197,943,925	4.13%

Portfolio Trend

25 quarters · across all stocks

Holdings in AER

Compact Export CSV

Shares Held

Position Value (USD)

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,003,513,677	7,315,306	-28.1%	Shares	Sole	2026-05-15
2025-12-31	$1,462,025,111	10,169,902	0.0%	Shares	Sole	2026-02-17
2025-12-31	$1,462,025,111	10,169,902	-12.6%	Shares	Sole	2026-02-17
2025-09-30	$1,408,125,279	11,637,399	-9.2%	Shares	Sole	2025-11-14
2025-06-30	$1,499,044,482	12,812,346	-5.2%	Shares	Sole	2025-08-14
2025-03-31	$1,380,798,329	13,514,714	0.0%	Shares	Sole	2025-05-15
2025-03-31	$1,380,798,329	13,514,714	+13.8%	Shares	Sole	2025-05-15
2024-12-31	$1,136,123,412	11,871,718	+0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,124,069,045	11,867,283	-1.3%	Shares	Sole	2024-11-14
2024-06-30	$1,120,479,664	12,022,314	-2.0%	Shares	Sole	2024-08-14
2024-03-31	$1,066,530,752	12,271,669	-2.8%	Shares	Sole	2024-05-15
2023-12-31	$938,533,620	12,628,278	+56.0%	Shares	Sole	2024-02-14
2023-06-30	$514,240,070	8,095,719	-4.8%	Shares	Sole	2023-08-14
2023-03-31	$478,193,696	8,504,245	-4.8%	Shares	Sole	2023-05-15
2022-12-31	$520,790,426	8,929,877	-3.6%	Shares	Sole	2023-02-09
2022-09-30	$391,968,900	9,259,837	+2.4%	Shares	Sole	2022-10-28
2022-06-30	$370,181,158	9,042,041	+46.7%	Shares	Sole	2022-08-15
2022-03-31	$309,818,521	6,161,864	-3.2%	Shares	Sole	2022-05-16
2021-12-31	$416,299,842	6,363,495	-3.8%	Shares	Sole	2022-02-14
2021-09-30	$382,458,010	6,615,776	-3.4%	Shares	Sole	2021-11-15
2021-06-30	$350,867,773	6,851,548	-1.6%	Shares	Sole	2021-08-16
2021-03-31	$409,018,368	6,963,200	-9.2%	Shares	Sole	2021-05-14
2020-12-31	$349,473,710	7,667,260	-5.9%	Shares	Sole	2021-02-16
2020-09-30	$205,262,226	8,148,560	-4.3%	Shares	Sole	2020-11-16
2020-06-30	$262,186,016	8,512,533	-3.5%	Shares	Sole	2020-08-14
2020-03-31	$200,948,181	8,817,384	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.