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Air Lease Corporation

AL Industrials
$65 +$0.02 (0.03%)
Market Cap: $7.28 B
Gurus Holding
6
Popularity Rank
#1556
% of Shares Held
2.95%
Net Activity (Q1 2026)
-$113.3 M

Guru Ownership Trend

Guru Analysis for Air Lease Corporation (AL)

Air Lease Corporation (AL), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $214.48 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Bearish. This is evidenced by a $113.3 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 41.5%. Conversely, Cliff Asness reduced exposure by 20.6%.

Key Holders

Top 5 by Value

$127.7 M
$39.46 M
$26.32 M
$13.82 M
$3.84 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$16.47 M
Total Buy Value
New Buys 0
Additions 4
-$129.78 M
Total Sell Value
Reductions 2
Sold Out 5

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
4

FAQs for Air Lease Corporation (AL)

Major holders include Cliff Asness ($127.7 M), Joel Greenblatt ($39.46 M), Jeremy Grantham ($26.32 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.3 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $113.3 M, with 4 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 5 fully exited AL. The total reported sell value was $129.78 M.

Yes, 0 managers opened new positions in AL, and 4 increased their existing holdings. The total reported buy value was $16.47 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Reduce -20.6% 1,966,418 $127.7 M Q1 2026
0.12% Add 41.5% 607,685 $39.46 M Q1 2026
0.07% Add 15.8% 405,247 $26.32 M Q1 2026
0.14% Reduce -14.2% 212,735 $13.82 M Q1 2026
0.04% Add 25.4% 59,071 $3.84 M Q1 2026
0.01% Add 20.6% 48,594 $3.16 M Q1 2026
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