SEC 13F Intelligence

Phase 2 Partners, LLC / WLFC

Phase 2 Partners, LLC’s Willis Lease Fin Corp Position

Does Phase 2 Partners, LLC own Willis Lease Fin Corp (WLFC)? Yes — 37.5K shares worth $8M (+5.83% of its 13F portfolio) as of Q4 2024, down from 52.4K shares the prior filed quarter.

Position Value
$8M
Q4 2024
Shares
37.5K
% of Portfolio
+5.83%
Quarters Held
3
currently held

Position History WLFC

Reported value by quarter
Q2 ’24: $5MQ2 ’24Q3 ’24: $8MQ3 ’24Q4 ’24: $8MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202437.5K$8M+5.83%
Q3 202452.4K$8M+4.61%
Q2 202470.4K$5M+2.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phase 2 Partners, LLC’s full portfolio or all institutional holders of WLFC.