SEC 13F Intelligence

Stenham Asset Management Ltd / AER

Stenham Asset Management Ltd’s Aercap Holdings NV Position

Does Stenham Asset Management Ltd own Aercap Holdings NV (AER)? Yes — 44.9K shares worth $6M (+2.99% of its 13F portfolio) as of Q1 2026.

Position Value
$6M
Q1 2026
Shares
44.9K
% of Portfolio
+2.99%
Quarters Held
4
currently held

Position History AER

Reported value by quarter
Q2 ’25: $7MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202644.9K$6M+2.99%
Q4 202544.9K$6M+3.22%
Q3 202560.2K$7M+4.19%
Q2 202560.2K$7M+3.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stenham Asset Management Ltd’s full portfolio or all institutional holders of AER.