The London Company released its Q4 2025 investor letter for its Mid Cap Strategy, reporting a 3.2% return. US equities rose 2.4% in the quarter, with concerns over AI returns and macroeconomic factors. AerCap Holdings N.V. (NYSE:AER) was highlighted as a top pick, with shares closing at $148.06 and a one-month return of 3.80%.

London Company praised AerCap Holdings N.V. (NYSE:AER) for strong performance and strategic positioning in Q4 2025. The company owns the largest portfolio of aircraft in a seller’s market, with a focus on growing book value per share through leasebacks or M&A. AerCap Holdings N.V. (NYSE:AER) is not among the 30 most popular hedge fund stocks, but offers potential upside.

Despite not being a top pick among hedge funds, AerCap Holdings N.V. (NYSE:AER) remains a solid investment option with 54 hedge fund portfolios holding the stock. While AI stocks may offer greater potential, AerCap Holdings N.V. (NYSE:AER) benefits from Trump-era tariffs and onshoring trends. Investors seeking undervalued AI stocks should explore opportunities for growth.

Read more at Yahoo Finance: Solid Results Lifted AerCap Holdings (AER) in Q4