Dorsey Asset Management — AER

How Dorsey Asset Management's position in Aercap Holdings NV changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

2

First reported

Q4 2025

Latest value

$154,120,221

Latest weight

12.3%

Peak weight

15.2%

Shares since first

-7.5%

Position Trend

Shares, value, and weight from first report to latest report.

Dorsey Asset Management first reported 1,215,059 shares in Q4 2025 and most recently reported 1,123,489 shares in Q1 2026. Portfolio weight peaked at 15.2% in Q4 2025; the low reported weight was 12.3% in Q1 2026.

Since the first report, shares are -7.5% and reported value is -11.8%. Latest move: TRIM