Exited position

Mohnish Pabrai’s Aercap Holdings Nv (AER) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Dalal Street LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2016Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.05MHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Dalal Street LLC first reported Aercap Holdings Nv in Q2 2016. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Dalal Street LLC sold the entire position in Q1 2018, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2018
Sold the entire position−807.72K shares · No shares reported at quarter-end
Q4 2017
Sold 22.9% of the position−239.44K shares · 807.72K shares remained
Filing context

Quarter-end price $52.61 · Estimated holding basis $38.70

Q3 2017
Bought 4.7% more+47.23K shares · 1.05M shares reported after the change
Filing context

Quarter-end price $51.11 · Estimated holding basis $38.70

Q2 2017
Bought 22.1% more+180.75K shares · 999.94K shares reported after the change
Filing context

Quarter-end price $46.43 · Estimated holding basis $38.12

Q1 2017
Bought 22.0% more+147.50K shares · 819.19K shares reported after the change
Filing context

Quarter-end price $45.97 · Estimated holding basis $36.28

Q4 2016
Bought 7.6% more+47.53K shares · 671.69K shares reported after the change
Filing context

Quarter-end price $41.61 · Estimated holding basis $34.16

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Aercap Holdings Nv in Dalal Street LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight11.0%Q4 2017
Last reported rank#3of 5 reported positions
Peak portfolio weight13.0%Q3 2017
Best historical rank#3Q3 2017
At peak importanceQ3 2017
AER
13.0%
Largest holding
56.9%
Cross-investor discovery

Who else owns Aercap Holdings Nv?

Also reported by 2 other tracked investors in their latest verified filings.

Pat DorseyDorsey Asset Management LLC
AER7.2% of reported portfolio
Ray DalioBridgewater Associates, LP
AER0.0% of reported portfolio
Explore Aercap Holdings Nv across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$141.642026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

This tracker follows Dalal Street, LLC’s Form 13F disclosures—not Mohnish Pabrai’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.