SEC 13F Intelligence

Gagnon Advisors, LLC / AL

Gagnon Advisors, LLC’s Air Lease Corp Position

Does Gagnon Advisors, LLC own Air Lease Corp (AL)? Not currently — the last reported position was 196.5K shares worth $13M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q4 2025
Shares
196.5K
% of Portfolio
+8.01%
Quarters Held
29
position exited

Position History AL

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $11MQ3 ’19: $11MQ4 ’19: $12MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $11MQ4 ’20Q1 ’21: $12MQ2 ’21: $11MQ3 ’21: $10MQ4 ’21: $13MQ4 ’21Q1 ’22: $14MQ2 ’22: $10MQ3 ’22: $8MQ4 ’22: $10MQ4 ’22Q1 ’23: $10MQ2 ’23: $11MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $10MQ2 ’24: $9MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $11MQ3 ’25: $13MQ4 ’25: $13MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025196.5K$13M+8.01%
Q3 2025196.5K$13M+7.72%
Q2 2025196.5K$11M+7.72%
Q1 2025196.5K$9M+6.69%
Q4 2024196.5K$9M+6.06%
Q3 2024196.5K$9M+5.75%
Q2 2024196.5K$9M+7.11%
Q1 2024196.5K$10M+8.77%
Q4 2023263.7K$11M+9.66%
Q3 2023263.7K$10M+8.69%
Q2 2023263.7K$11M+7.38%
Q1 2023263.7K$10M+6.97%
Q4 2022263.7K$10M+6.84%
Q3 2022263.7K$8M+5.29%
Q2 2022297.2K$10M+6.02%
Q1 2022305.0K$14M+6.27%
Q4 2021305.0K$13M+5.36%
Q3 2021254.9K$10M+3.98%
Q2 2021254.9K$11M+4.04%
Q1 2021254.9K$12M+2.64%
Q4 2020254.9K$11M+5.09%
Q3 2020254.9K$8M+4.60%
Q2 2020254.9K$7M+5.37%
Q1 2020254.9K$6M+5.27%
Q4 2019254.9K$12M+6.79%
Q3 2019254.9K$11M+6.61%
Q2 2019254.9K$11M+6.02%
Q1 2019254.9K$9M+5.01%
Q4 2018254.9K$8M+5.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gagnon Advisors, LLC’s full portfolio or all institutional holders of AL.