Form 13-F position report

AERCAP HOLDINGS NV

Reported by 59 North Capital Management LP

Company profile Manager portfolio Source filing
AER CUSIP N00985106 Manager CIK 0001805589
Latest reported change

Reported 3,232,975 shares, up 877,507 (37.3%) from the prior quarter.

Reported value 47.2%; share count 37.3% vs. the prior quarter.

Added
% of reported 13F value 14.85% This manager · Q2 2024
Shares 3,232,975 Quarter-end amount reported
Reported value $301,313,270 Fair value at quarter end
Consecutive quarters held 6 Through Q2 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

14 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 2,794,436 -328,963 (-10.5%) 9.07% $407,372,880 2026-08-14
Q1 2026 Reduced 3,123,399 -187,210 (-5.7%) 12.78% $428,467,875 2026-05-15
Q4 2025 Reduced 3,310,609 -622,527 (-15.8%) 14.82% $475,933,150 2026-02-17
Q3 2025 Reduced 3,933,136 -338,188 (-7.9%) 14.83% $475,909,456 2025-11-14
Q2 2025 Reduced 4,271,324 -938,210 (-18.0%) 17.84% $499,744,908 2025-08-14
Q1 2025 Added 5,209,534 +1,504,620 (40.6%) 19.17% $532,258,089 2025-05-15
Q4 2024 Added 3,704,914 +538,703 (17.0%) 16.56% $354,560,270 2025-02-14
Q3 2024 Reduced 3,166,211 -66,764 (-2.1%) 13.45% $299,903,506 2024-11-14
Q2 2024 Added 3,232,975 +877,507 (37.3%) 14.85% $301,313,270 2024-08-14
Q1 2024 Reduced 2,355,468 -192,036 (-7.5%) 12.33% $204,713,724 2024-05-15
Q4 2023 Reduced 2,547,504 -324,798 (-11.3%) 15.27% $189,330,497 2024-02-14
Q3 2023 Added 2,872,302 +1,588,196 (123.7%) 20.85% $180,007,166 2023-11-14
Q2 2023 Added 1,284,106 +468,752 (57.5%) 9.31% $81,566,413 2023-08-14
Q1 2023 New 815,354 +815,354 (0.0%) 6.71% $45,847,355 2023-05-15
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Institutional context

Who else reported the position

559 managers reported AERCAP HOLDINGS NV for Q2 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
WELLINGTON MANAGEMENT GROUP LLP Reduced 15,595,813 -2,565,476 0.26% $1,453,529,773 45 qtrs
EAGLE CAPITAL MANAGEMENT LLC Reduced 12,022,314 -249,355 4.16% $1,120,479,665 27 qtrs
BlackRock Inc Added 10,843,645 +443,055 0.02% $1,010,627,713 45 qtrs
Allspring Global Investments Holdings LLC Reduced 6,476,910 -1,205,586 0.98% $603,648,032 11 qtrs
FRANKLIN RESOURCES INC Reduced 5,318,228 -100,005 0.15% $495,658,850 15 qtrs
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Reduced 4,686,575 -291,891 0.38% $436,789,000 30 qtrs
AMUNDI Added 4,570,140 +844,525 0.16% $429,136,147 13 qtrs
STATE STREET CORPORATION Added 4,491,611 +341,006 0.02% $418,618,145 45 qtrs
Artisan Partners Limited Partnership Added 3,957,104 +560,185 0.55% $368,802,093 3 qtrs
DONALD SMITH & CO INC Reduced 3,501,313 -578,757 8.32% $326,322,372 45 qtrs
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Filing details and methodology As reported
Report period
June 30, 2024
Filed
August 14, 2024
Filing type
13F-HR
Position type
SHS

Voting authority reported

Sole
3,232,975
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.