Position in AL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$97,586,245
+$65,213,620 QoQ
Shares Held
1,502,714
+198.2% QoQ
Ownership
751357.0%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#19
of 431 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.50243359681217.ToString("F0")%
Shared 0.ToString("F0")%
None 0.49756640318783213.ToString("F0")%
Common Shares in AL Over Time
Shares Held
Position Value (USD)
Derivatives in AL
reported options exposure · as of Sep 30, 2025CallValue
$3,182,500
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $1,281,362,111 across 18 Rental & Leasing Services names. AL ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
926,340 | $674,894,268 | |
| 2 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
1,964,452 | $127,866,180 | |
| 3 | AER |
AerCap Holdings N.V.
|
771,295 | $105,806,247 | |
| 4 | AL |
SUMISHO AIR LEASE CORP
This page
|
1,502,714 | $97,586,245 | |
| 5 | R |
Ryder System Inc
|
376,137 | $76,999,003 | |
| 6 | GATX |
Gatx Corp
|
206,925 | $35,330,373 | |
| 7 | HRI |
Herc Holdings Inc
|
342,448 | $34,090,698 | |
| 8 | PRG |
PROG Holdings, Inc.
|
1,103,081 | $31,647,392 |
All Filings in AL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,586,245 | 1,502,714 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $32,372,625 | 504,011 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $58,426,943 | 917,941 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $3,182,500 | 50,000 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $23,941,769 | 409,331 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,783,698 | 326,717 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $14,997,551 | 311,088 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $9,721,634 | 214,653 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,055,684 | 211,565 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,395,296 | 221,526 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,747,760 | 208,578 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $9,573,594 | 242,923 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $10,256,848 | 245,086 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $8,946,871 | 227,251 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $12,624,311 | 328,587 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $11,620,221 | 374,725 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $11,285,499 | 337,586 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $16,312,072 | 365,332 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $57,025,605 | 1,289,297 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $66,652,030 | 1,694,256 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $81,469,008 | 1,951,821 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $10,290,000 | 210,000 | Put | Defined | 2021-05-17 | |
| 2021-03-31 | $111,600,342 | 2,277,558 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $80,229,848 | 1,806,165 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $62,791,193 | 2,134,303 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $48,995,959 | 1,672,788 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $5,188,575 | 234,353 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||