From Yahoo Finance: 2025-05-14 09:02:00

The London Company released its first quarter 2025 investor letter, reporting a 4.3% decline in its portfolio. AerCap Holdings N.V. (NYSE:AER) was highlighted as a top stock pick, with a one-month return of 17.54%. The company boasts the largest aircraft portfolio in a seller’s market, positioning it for continued growth.

Despite its success, AerCap Holdings N.V. (NYSE:AER) is not among the 30 most popular stocks among hedge funds. However, 69 hedge fund portfolios held AerCap Holdings N.V. (NYSE:AER) in the fourth quarter. While the company shows promise, AI stocks are seen as offering greater potential for higher returns within a shorter timeframe.

In a separate article, River Road Large Cap Value Select Fund shared its views on AerCap Holdings N.V. (NYSE:AER). For more investor letters from hedge funds and leading investors, check out the hedge fund investor letters Q1 2025 page for additional insights and analysis.

Read more: Will AerCap Holdings N.V. (AER) Be Able to Sustain Its Performance?