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 3,933,136 shares, down 338,188 (7.9%) from the prior quarter.

Reported value -4.8%; share count -7.9% vs. the prior quarter.

Reduced
% of reported 13F value 14.83% This manager · Q3 2025
Shares 3,933,136 Quarter-end amount reported
Reported value $475,909,456 Fair value at quarter end
Consecutive quarters held 11 Through Q3 2025

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

650 managers reported AERCAP HOLDINGS NV for Q3 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 12,563,183 +1,615,704 0.03% $1,520,145,175 5 qtrs
EAGLE CAPITAL MANAGEMENT LLC Reduced 11,637,399 -1,174,947 4.48% $1,408,125,285 32 qtrs
STATE STREET CORPORATION Reduced 4,928,201 -69,997 0.02% $596,323,737 50 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 4,187,600 -106,261 0.05% $506,700,000 33 qtrs
59 North Capital Management LP This report Reduced 3,933,136 -338,188 14.83% $475,909,456 11 qtrs
FRANKLIN RESOURCES INC Reduced 3,844,604 -305,651 0.12% $465,197,084 20 qtrs
Allspring Global Investments Holdings LLC Reduced 3,489,212 -1,148,395 0.69% $428,265,898 16 qtrs
D E Shaw & Co Inc Reduced 3,514,236 -809,358 0.24% $425,222,556 50 qtrs
DONALD SMITH & CO INC Reduced 3,124,528 -9,110 7.54% $378,067,888 50 qtrs
LONDON CO OF VIRGINIA Reduced 3,042,147 -132,020 2.03% $368,101,084 17 qtrs
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Filing details and methodology As reported
Report period
September 30, 2025
Filed
November 14, 2025
Filing type
13F-HR
Position type
SHS

Voting authority reported

Sole
3,933,136
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.