LongGESep 2026
GE Aerospace
Mar Vista believes GE Aerospace's share price decline during the third quarter reflects temporary market concerns rather than a meaningful impairment of the business's long-term…
GE
Which hedge funds are long GE?
8 published ideas on GE Aerospace across 6 funds — 8 long and 0 short.
GE Aerospace 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 GE Aerospace: 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.
Funds with a position view
Long theses
LongGESep 2026
GE Aerospace
Mar Vista believes the recent selloff in GE Aerospace reflects temporary uncertainty surrounding airline economics rather than a structural deterioration in the company's…
LongGEJun 2026
GE Aerospace
GE Aerospace is another holding benefiting from the fund's aerospace theme. Artisan sees a structurally constrained production ecosystem in which rebuilding capacity is difficult…
LongGEJun 2026
GE Aerospace
GE Aerospace is the largest commercial aircraft engine manufacturer, benefiting from installed engine demand, aftermarket activity and new production. The fund opened a small…
LongGEJun 2026
GE Aerospace
Polen views GE Aerospace as one of the highest-quality industrial businesses in the world after its separation from the former GE conglomerate. The company holds a dominant…
LongGEJun 2026
GE Aerospace
GE Aerospace is positioned to benefit from favorable aerospace industry fundamentals. The strategy believes damage to aerospace production infrastructure cannot be repaired…
LongGEJun 2026
GE Aerospace
GE Aerospace is the largest commercial aircraft engine manufacturer, benefiting from installed engine demand, aftermarket activity and new production. The fund opened a small…
LongGESep 2026
GE Aerospace
GE Aerospace is benefiting from favorable aerospace industry fundamentals. The fund argues that capital alone cannot quickly repair the damage to aerospace production…