
What smart money is saying about Air Lease Corporation
1 fund in our archive has pitched Air Lease Corporation — most recently Middle Coast Investing in September 2025.
Air Lease Corporation, an aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines worldwide. It also sells aircraft from its operating lease portfolio to third parties, including other leasing companies, financial services companies, airlines, and other investors. In addition, the company provides fleet management services to investors and owners of aircraft portfolios. As of December 31, 2021, it owned a fleet of 382 aircraft, including 278 narrowbody aircraft and 104 widebody aircraft. The company was incorporated in 2010 and is headquartered in Los Angeles, California.
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Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Air Lease Corporation — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 2 moves
- ExitedMiddle Coast InvestingJune 2026
“Air Lease was officially bought out, exiting our portfolio with a small merger arbitrage gain.”
Air Lease Corporation - June 2026
“Additionally, the Fund’s position in Air Lease Corp was eliminated as the company was acquired and taken private.”
Air Lease Corporation
Fund coverage · 1 thesis
- Middle Coast InvestingSeptember 2025
Air Lease is an aircraft leasing company trading below peers with a pending buyout, offering yield or potential takeover upside.
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