AER
Aercap Holdings NV
3 super-investors hold AER worth a combined $991M. The largest position: Pat Dorsey at 12.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 52 — ranked #36 of 724 scored stocks.
Why super-investors own AER
Pat Dorsey is the clearest signal here: AER represents 12.3% of his portfolio — his highest-conviction bet — against a $154M position, while Bill Nygren holds a much larger absolute stake of $810M at a modest 1.1% portfolio weight, and Joel Greenblatt carries a token $27M. Combined, the three managers account for roughly $991M in exposure. Notably, the cohort owner count has been flat at one concentrated holder since first appearing four quarters ago, suggesting limited contagion across the broader super-investor universe. The 2026Q1 quarter saw zero activity — no adds, trims, new entrants, or exits — indicating the existing holders are sitting still. Interest is neither rising nor fading; it is simply concentrated and static.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 1.1% | 2q | $810M | 5,901,622 |
| 2 | Pat Dorsey | 12.3% | 5q | $154M | 1,123,489 |
| 3 | Joel Greenblatt | <0.1% | 36q | $27M | 200,185 |
Owners of AER also hold
Long US equity 13F-HR filings only. CUSIP N00985106. Not investment advice.