2 tracked superinvestors hold GRUPO AEROMEXICO SAB DE CV (AERO), worth $235M combined, led by Howard Marks. Smart money is accumulating AERO as of the latest 13F filings.
Current price
$16.62
Grupo Aeroméxico, S.A.B. de C.V., through its subsidiaries, provide public air carrier services for passengers and goods. It offers scheduled passenger air carrier services, cargo air carrier services, and other services. The company also offers loyalty programs. Its network of destinations includes Mexico, the United States, South America, Central America, the Caribbean, Canada, Europe, and…
Market cap
$2.2B
P/E
0.66
Div yield
—
Revenue YoY
—
Analyst target
—
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
$235M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating AERO: 1 funds added or opened versus 0 trimming.
GRUPO AEROMEXICO SAB DE CV (AERO) is held by 2 tracked funds worth $235M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Howard Marks at 1.2% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 1.2% | $167M | |
| Held | 1.3% | $68M |
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 AERO?
2 tracked funds hold GRUPO AEROMEXICO SAB DE CV (AERO), the largest being Howard Marks (Oaktree Capital Management) at 1.2% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling AERO?
In the most recent 13F quarter, 1 tracked fund added or opened AERO and 0 trimmed it.
How much AERO do tracked funds hold?
Combined disclosed long exposure to AERO across tracked superinvestors is $235M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.