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.

Quarter	Shares	Value	% of portfolio	Change
Q1 2026	1,123,489	$154,120,221	12.27%	TRIM
Q4 2025	1,215,059	$174,676,882	15.18%	NEW