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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $258.79 M.
Top institutional holders include Cliff Asness and Louis Moore Bacon.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $70.98 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 930.1%. Conversely, Paul Tudor Jones reduced exposure by 89.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.09% | Add 930.1% | 2,283,492 | $145.32 M | Q3 2025 | |
| 0.65% | Add 128.1% | 743,280 | $47.31 M | Q3 2025 | |
| 0.23% | Reduce -74.5% | 368,679 | $23.47 M | Q3 2025 | |
| 0.07% | Add 27.7% | 234,948 | $14.95 M | Q3 2025 | |
| 0.10% | New Buy | 113,278 | $7.21 M | Q3 2025 | |
| 0.02% | New Buy | 110,893 | $7.06 M | Q3 2025 | |
| 0.01% | Reduce -71.6% | 68,331 | $4.35 M | Q3 2025 | |
| 0.03% | Reduce -2.1% | 49,214 | $3.13 M | Q3 2025 | |
| 0.00% | Reduce -89.8% | 38,696 | $2.46 M | Q3 2025 | |
| 0.00% | New Buy | 3,352 | $213,355 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Air Lease Corporation (AL)
Major holders include Cliff Asness ($145.32 M), Louis Moore Bacon ($47.31 M), Chuck Royce ($23.47 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 4.01 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $70.98 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited AL. The total reported sell value was $104.52 M.
Yes, 3 managers opened new positions in AL, and 3 increased their existing holdings. The total reported buy value was $175.5 M.