COBALT CAPITAL MANAGEMENT, INC.

Position in AL — SUMISHO AIR LEASE CORP

CIK 1086762 SHORT HILLS, NJ

Position in AL

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

Position Value

$19,449,530

-$9,453,970 QoQ

Shares Held

299,500

-33.4% QoQ

Ownership

149750.0%

of shares outstanding

% of Portfolio

10.83%

of 13F equity value

Holder Rank

#56

of 431 holders

Holding Since

Sep 2021

17 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

COBALT CAPITAL MANAGEMENT, INC. holds $21,846,730 across 2 Rental & Leasing Services names. AL ranks #1 (89.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AL	SUMISHO AIR LEASE CORP This page	299,500	$19,449,530
2	HTZ	Hertz Global Holdings, Inc	520,000	$2,397,200

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,449,530	299,500	-33.4%	Shares	Defined	2026-05-15
2025-12-31	$28,903,500	450,000	-10.0%	Shares	Defined	2026-02-17
2025-09-30	$31,825,000	500,000	-21.3%	Shares	Defined	2025-11-13
2025-06-30	$37,141,150	635,000	-8.3%	Shares	Defined	2025-08-14
2025-03-31	$33,449,022	692,383	+21.8%	Shares	Defined	2025-05-15
2024-12-31	$27,398,128	568,308	-5.3%	Shares	Sole	2025-02-14
2024-09-30	$27,174,000	600,000	-44.5%	Shares	Sole	2024-11-14
2024-06-30	$51,346,659	1,080,300	-1.2%	Shares	Sole	2024-08-14
2024-03-31	$56,233,899	1,093,194	-14.0%	Shares	Sole	2024-05-15
2023-12-31	$53,337,488	1,271,757	+9.0%	Shares	Sole	2024-02-14
2023-09-30	$45,961,124	1,166,230	+28.7%	Shares	Sole	2023-11-14
2023-06-30	$37,919,448	906,080	+5.6%	Shares	Sole	2023-08-14
2023-03-31	$33,776,940	857,936	+20.8%	Shares	Sole	2023-05-15
2022-12-31	$27,278,200	710,000	+2.9%	Shares	Sole	2023-02-13
2022-09-30	$21,396,900	690,000	+21.1%	Shares	Sole	2022-11-10
2022-06-30	$19,055,100	570,000	+1040.0%	Shares	Sole	2022-08-12
2021-09-30	$1,967,000	50,000	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.