David Einhorn - DME Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    45
Portfolio value:    $3,190,735,190
Holdings Activity Buys Sells    History
Holding/activity history for  AerCap Holdings N.V. (AER)
← All AER superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 1.27 $81.93–96.95 · VW $89.16i SEC
2024   Q1 319,050 1.27 Add 27.62% 0.27 $70.48–87.90 · VW $79.13i $27,728,635 SEC
2023   Q4 250,000 0.91 Buy 0.91 $57.30–75.48 · VW $66.26i $18,580,000 SEC
2021   Q4 0 0.00 Sell 100.00% 2.05 $54.03–71.38 · VW $61.14i SEC
2021   Q3 528,858 2.05 Reduce 20.47% 0.44 $47.30–60.56 · VW $53.69i $30,573,000 SEC
2021   Q2 664,988 2.17 $51.21 $34,054,000 SEC
2021   Q1 664,988 2.79 Reduce 71.37% 4.62 $37.29–62.40 · VW $49.93i $39,062,000 SEC
2020   Q4 2,322,890 6.47 Reduce 22.90% 1.44 $24.29–46.17 · VW $34.90i $105,877,000 SEC
2020   Q3 3,012,680 6.28 Reduce 14.39% 1.70 $21.99–34.92 · VW $28.16i $75,889,000 SEC
2020   Q2 3,519,008 11.84 Add 7.58% 0.83 $17.79–43.24 · VW $29.14i $108,386,000 SEC
2020   Q1 3,271,091 10.71 Add 2.20% 0.23 $10.42–64.86 · VW $37.12i $74,548,000 SEC
2019   Q4 3,200,769 14.60 Reduce 8.10% 1.11 $51.71–62.86 · VW $59.68i $196,752,000 SEC
2019   Q3 3,483,069 13.72 $54.75 $190,698,000 SEC
2019   Q2 3,483,069 13.37 Reduce 16.33% 2.25 $44.67–52.68 · VW $48.40i $181,154,000 SEC
2019   Q1 4,163,078 13.76 Add 8.24% 1.05 $38.62–48.82 · VW $45.04i $193,750,000 SEC
2018   Q4 3,846,078 11.02 Add 1.49% 0.16 $36.16–57.94 · VW $48.78i $152,304,000 SEC
2018   Q3 3,789,678 9.20 Reduce 6.69% 0.47 $53.41–58.30 · VW $56.61i $217,982,000 SEC
2018   Q2 4,061,408 7.02 Reduce 38.01% 3.19 $50.03–56.26 · VW $53.59i $219,925,000 SEC
2018   Q1 6,552,162 8.39 Reduce 32.92% 3.10 $48.29–55.67 · VW $51.58i $332,326,000 SEC
2017   Q4 9,768,178 9.43 Reduce 20.94% 2.35 $49.07–54.50 · VW $52.17i $513,904,000 SEC
2017   Q3 12,355,508 11.23 Reduce 0.84% 0.08 $46.23–51.27 · VW $49.41i $631,490,000 SEC
2017   Q2 12,460,508 9.65 $46.43 $578,542,000 SEC
2017   Q1 12,460,508 9.01 Reduce 1.27% 0.14 $41.54–49.66 · VW $45.07i $572,809,000 SEC
2016   Q4 12,621,325 11.07 Reduce 1.14% 0.11 $38.20–45.53 · VW $42.16i $525,174,000 SEC
2016   Q3 12,766,308 9.81 Add 12.02% 1.05 $31.66–40.94 · VW $37.49i $491,376,000 SEC
2016   Q2 11,396,308 7.34 Add 26.05% 1.52 $31.45–42.34 · VW $37.85i $382,801,000 SEC
2016   Q1 9,041,210 6.18 Add 22.72% 1.14 $24.61–42.42 · VW $34.35i $350,436,000 SEC
2015   Q4 7,367,480 6.01 Add 0.31% 0.02 $37.75–46.32 · VW $42.39i $317,980,000 SEC
2015   Q3 7,344,500 4.78 Add 31.58% 1.15 $37.47–49.04 · VW $43.02i $280,854,000 SEC
2015   Q2 5,581,800 3.25 $45.79 $255,591,000 SEC
2015   Q1 5,581,800 3.20 Add 49.14% 1.05 $37.42–47.09 · VW $42.15i $243,646,000 SEC
2014   Q4 3,742,639 1.96 Add 68.21% 0.80 $35.39–45.78 · VW $41.13i $145,290,000 SEC
2014   Q3 2,225,000 1.35 $40.90 $91,003,000 SEC
2014   Q2 2,225,000 1.46 Buy 1.46 $37.88–48.81 · VW $44.34i $101,905,000 SEC
2009   Q4 0 0.00 Sell 100.00% 0.35 $7.74–9.31 · VW $8.54i SEC
2009   Q3 1,000,000 0.35 $9.07 $9,070,000 SEC
2009   Q2 1,000,000 0.27 $7.22 $7,220,000 SEC
2009   Q1 1,000,000 0.14 $3.25 $3,250,000 SEC
2008   Q4 1,000,000 0.16 Buy 0.16 $2.11–10.77 · VW $4.83i $3,010,000 SEC
Price snapshot:
Current price$149.14
52-week low$104.82
52-week high$155.99