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Air Lease Corporation

AL Industrials
$64.71 +$0.1 (0.15%)
Market Cap: $7.25 B
Gurus Holding
11
Popularity Rank
#357
% of Shares Held
4.52%
Net Activity (Q4 2025)
+$67.21 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 Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $327.47 M.

Top institutional holders include Cliff Asness and George Soros.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $67.21 M net inflow during the quarter.

Recent activity highlights George Soros who increased their stake by 879.3%. Conversely, Louis Moore Bacon reduced exposure by 85.2%.

Key Holders

Top 5 by Value

$159.11 M
$71.25 M
$27.59 M
$22.47 M
$15.92 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$117.38 M
Total Buy Value
New Buys 1
Additions 6
-$50.17 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
7

FAQs for Air Lease Corporation (AL)

Major holders include Cliff Asness ($159.11 M), George Soros ($71.25 M), Joel Greenblatt ($27.59 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 5.06 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $67.21 M, with 7 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited AL. The total reported sell value was $50.17 M.

Yes, 1 managers opened new positions in AL, and 6 increased their existing holdings. The total reported buy value was $117.38 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Add 8.5% 2,477,264 $159.11 M Q4 2025
0.83% Add 879.3% 1,109,293 $71.25 M Q4 2025
0.10% Add 82.9% 429,626 $27.59 M Q4 2025
0.06% Add 215.5% 349,903 $22.47 M Q4 2025
0.16% Reduce -32.8% 247,812 $15.92 M Q4 2025
0.01% New Buy 195,306 $12.54 M Q4 2025
0.10% Reduce -85.2% 110,000 $7.07 M Q4 2025
0.03% Reduce -4.3% 47,096 $3.02 M Q4 2025
0.00% Reduce -36.3% 43,522 $2.8 M Q4 2025
0.00% Add 4.2% 40,303 $2.59 M Q4 2025
0.00% Add 210.6% 10,412 $668,763 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form