2 tracked superinvestors hold AerCap Holdings NV (AER), worth $918M combined, led by Overdeck / Siegel. Smart money is accumulating AER as of the latest 13F filings.
Current price
$145.40
+19.8%
1Y
AerCap Holdings N.V., a company founded in 1995 and based in Dublin, Ireland, operates extensively in the global aviation industry. The firm specializes in the acquisition, leasing, funding, sale, and general management of commercial aircraft and engines. Its operations span crucial international markets, including China, Hong Kong, Macau, the United States, and Ireland, alongside its broader…
Market cap
$23.5B
P/E
6.19
Div yield
1.0%
Revenue YoY
2.4%
Analyst target
$177
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$918M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating AER: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
AerCap Holdings NV (AER) appears mainly in diversified and quant books here (2 funds, $918M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Overdeck / Siegel at 0.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Bill Nygren), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 0.4% | $495M | |
| New buy | 1.9% | $423M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own AER?
2 tracked funds hold AerCap Holdings NV (AER), the largest being Overdeck / Siegel (Two Sigma) at 0.4% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling AER?
In the most recent 13F quarter, 1 tracked fund added or opened AER and 0 trimmed it, including 1 brand-new position.
How much AER do tracked funds hold?
Combined disclosed long exposure to AER across tracked superinvestors is $918M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.