AER — AERCAP HOLDINGS NV

Ownership history in KIZE CAPITAL LP · 21 quarters on record

This page tracks every 13F SEC filing in which KIZE CAPITAL LP reported a position in AERCAP HOLDINGS NV (AER). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

17.68% (2021 Q4)

Avg. % of fund

12.66%

First filed

2020 Q4

Last filed

2025 Q4

Quarters held

21

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	UNCHANGED	78,730	—	0%	13.35%	$11.3M	$143.37
2025 Q3	REDUCED	78,730	-20,000	-20.3%	10.87%	$9.5M	$120.67
2025 Q2	ADDED	98,730	+16,000	+19.3%	10.38%	$11.6M	$116.41
2025 Q1	REDUCED	82,730	-59,348	-41.8%	7.69%	$8.5M	$101.41

% of Fund (quarterly) AER price (monthly, adj. close)

Other funds also holding AER

As of 2025 Q4 — sorted by position size

High Ground Investment Management LLP 3Y 24.62% REDWOOD CAPITAL MANAGEMENT, LLC 3Y 7Y 20.08% MBB PUBLIC MARKETS I LLC 3Y 17.02% Dorsey Asset Management, LLC 3Y 7Y 15.18% 59 North Capital Management, LP 3Y 14.82% L1 Capital International Pty Ltd 11.35% DONALD SMITH & CO., INC. 3Y 7Y 8.3% M3F, Inc. 3Y 7Y 8.23% Bruce & Co., Inc. 3Y 7Y 8.18% Four Tree Island Advisory LLC 7.98%

← Back to KIZE CAPITAL LP Holdings