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
1 published idea on AerCap Holdings N.V. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on AerCap Holdings N.V.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
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…