Middle Coast Investing reported strong performance in Q3 2025, with US Portfolios returning 9.6% and Core U.S. portfolios returning 10%. European Portfolios appreciated by 5.5%. Air Lease Corporation (NYSE: AL) was highlighted in the investor letter, gaining 48.29% over the last 52 weeks and closing at $63.69 per share on October 6, 2025.

In the third quarter 2025 investor letter, Middle Coast Investing discussed Air Lease Corporation (NYSE: AL) as a smaller competitor to AerCap. They purchased shares after a buyout agreement was announced, citing potential scenarios for investment returns. The stock is not among the 30 Most Popular Stocks Among Hedge Funds, but 44 hedge fund portfolios held it at the end of Q2 2025, with revenues of $732 million reported.

Middle Coast Investing’s third-quarter 2025 investor letter emphasized Air Lease Corporation’s (NYSE: AL) potential, despite it not being a top pick among hedge funds. The stock reported revenues of $732 million in Q2 2025 and $3.33 in diluted earnings per share. While acknowledging its investment potential, Middle Coast Investing sees greater upside in certain AI stocks.

Read more at Yahoo Finance: Middle Coast Investing’s Added Air Lease (AL) After a Buy-Out Agreement. Here’s Why