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Stock impact report

L1 Capital International Fund Trimmed AerCap Holdings N.V. (AER) on Strong Performance [Yahoo! Finance]

AerCap Holdings N.V. Ordinary Shares (AER) 
Last aercap holdings n.v. ordinary shares earnings: 2/13 07:00 am Check Earnings Report
US:NYSE Investor Relations: investors.aercap.com/investor-overview
Company Research Source: Yahoo! Finance
A copy of the letter can be downloaded here . The Strategy emphasizes investments in high-quality companies with positive cash flow valuations. The letter discusses the current investment environment, the Fund's positioning, portfolio changes, and the quarterly review. For the March 2026 quarter, the fund returned -13.1% (net of fees), trailing the benchmark's -6.1% (MSCI World Net Total Return Index in AUD) return. The underperformance was attributed to a lack of energy exposure, share price declines in high-quality firms, and market preference for short-term gainers. In addition, you can check the Fund's top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, L1 Capital International Fund stocks like highlighted AerCap Holdings N.V. (NYSE: AER ). AerCap Holdings N.V. (NYSE:AER) is a leading aviation leasing company headquartered in Dublin, Ireland. On April 14, 2026, AerCap Holdings N.V. (NYSE:AER) closed at $148.97 per share. One-month return Show less Read more
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