AERO

Grupo Aeromexico Sab DE CV

3 super-investor ownerscombined $143Mlargest position 1.3%

3 super-investors hold AERO worth a combined $143M. The largest position: Seth Klarman at 1.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 14 — ranked #704 of 724 scored stocks.

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Why super-investors own AERO

AERO is a narrow, stable holding within this cohort — just three managers carry the position, with Seth Klarman leading at $68M (1.3% of his portfolio) and Howard Marks close behind at $56M (0.9%). Joel Greenblatt holds a negligible slice at $19M. The combined $143M represents a modest aggregate bet, and the ownership count has held flat at a single core holder for most of the tracked period before recently settling at three. Critically, the 2026Q1 quarter saw zero activity — no adds, trims, new entrants, or exits — suggesting the cohort has reached a quiet holding posture rather than active conviction-building. Interest appears stable but not growing.

AI-synthesized from 13F filings. Not investment advice.