Pat Dorsey - Dorsey Asset Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $1,255,861,264
Holdings Activity Buys Sells    History
Holding/activity history for  AerCap Holdings N.V. (AER)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,123,489 12.27 Reduce 7.54% 1.14 $137.18 $154,120,221 SEC
2025   Q4 1,215,059 15.18 Reduce 3.87% 0.53 $143.76 $174,676,882 SEC
2025   Q3 1,263,998 13.75 Reduce 7.14% 1.02 $121.00 $152,943,758 SEC
2025   Q2 1,361,118 14.28 Add 19.55% 2.34 $117.00 $159,250,806 SEC
2025   Q1 1,138,542 12.33 Buy 12.33 $102.17 $116,324,836 SEC