L1 Capital International Fund Trims AerCap Holdings N.V. (AER) Position Amid Strong Performance
L1 Capital International Fund trimmed its position in AerCap Holdings N.V. (AER) during the March 2026 quarter due to the company's strong performance. The fund underperformed its benchmark by -13.1% net of fees, citing factors like lack of energy exposure and declines in high-quality firms. AerCap's shares have shown significant gains over the past year, with a 56.60% increase in the last 52 weeks.
Tickers: $AER
Topics: AerCap Holdings investment strategy L1 Capital International Fund portfolio changes