LongAERJun 2026
AerCap Holdings N.V.
Baron initiated a position in AerCap, the world's largest aircraft leasing company, because it sees a combination of secular air travel growth, constrained aircraft supply…
AER
Which hedge funds are long AER?
1 published idea on AerCap Holdings N.V. across 1 fund — 1 long and 0 short.
AerCap Holdings N.V. hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on AerCap Holdings N.V.: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.