{"id":301541,"date":"2025-07-29T15:39:13","date_gmt":"2025-07-29T15:39:13","guid":{"rendered":"https:\/\/www.europesays.com\/uk\/301541\/"},"modified":"2025-07-29T15:39:13","modified_gmt":"2025-07-29T15:39:13","slug":"the-london-company-smid-cap-trimmed-aercap-holdings-aer-on-share-price-appreciation","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/uk\/301541\/","title":{"rendered":"The London Company SMID Cap Trimmed AerCap Holdings (AER) on Share Price Appreciation"},"content":{"rendered":"\n

The London Company<\/a>, an investment management company, released \u201cThe London Company SMID Cap Strategy\u201d second quarter 2025 investor letter.\u00a0A copy of the letter can be downloaded here<\/a>. Following a downturn in Q1, U.S. stocks experienced a double-digit gain in Q2, amid volatility stemming from tariff news. A risk-on rally followed due to a temporary pause in tariff escalations, widespread optimism around enterprise AI, and a healthy earnings outlook. Against this backdrop, the portfolio fell 0.6% (-0.8% net) during the second quarter vs. an 8.6% increase in the Russell 2500 Index. Sector allocation contributed to the fund\u2019s performance in the quarter, while stock selection detracted. Please review the fund’s top 5 holdings to gain insight into their key selections for 2025.<\/p>\n

In its second quarter 2025 investor letter, The London Company SMID Cap Strategy highlighted stocks such as AerCap Holdings N.V. (NYSE:AER<\/a>). AerCap Holdings N.V. (NYSE:AER) engages in the lease, financing, sale, and management of flight equipment. The one-month return AerCap Holdings N.V. (NYSE:AER) was -2.11%, and its shares gained 21.66% of their value over the last 52 weeks. On July 28, 2025, AerCap Holdings N.V. (NYSE:AER) stock closed at $111.85 per share, with a market capitalization of $20.335 billion.<\/p>\n

The London Company SMID Cap Strategy stated the following regarding AerCap Holdings N.V. (NYSE:AER) in its second quarter 2025 investor letter:<\/p>\n

\n

“AerCap Holdings N.V.<\/strong> (NYSE:AER) \u2013 AER delivered strong performance this quarter, bolstered by solid Q1 2025 results and a favorable UK court ruling on $1B in insurance claims related to the Russia-Ukraine War. With the largest aircraft portfolio in a seller\u2019s market, AerCap is well-positioned to grow book value per share through strategic asset sales and stock buybacks, capitalizing on robust market dynamics.<\/p>\n<\/blockquote>\n

\"\" <\/p>\n

An impressive fleet of aircrafts taking off from the main runway of the Regional Air Carrier services.<\/p>\n

AerCap Holdings N.V. (NYSE:AER) is not on our list of\u00a030 Most Popular Stocks Among Hedge Funds<\/a>. As per our database, 64 hedge fund portfolios held AerCap Holdings N.V. (NYSE:AER) at the end of the first quarter, which was 69 in the previous quarter. While we acknowledge the potential of AerCap Holdings N.V. (NYSE:AER) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock<\/strong><\/a>.<\/p>\n

Story Continues <\/p>\n","protected":false},"excerpt":{"rendered":"The London Company, an investment management company, released \u201cThe London Company SMID Cap Strategy\u201d second quarter 2025 investor…\n","protected":false},"author":2,"featured_media":301542,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7757],"tags":[111387,748,393,4884,46834,257,46832,16,15],"class_list":{"0":"post-301541","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-london","8":"tag-aercap-holdings-n-v","9":"tag-britain","10":"tag-england","11":"tag-great-britain","12":"tag-investor-letter","13":"tag-london","14":"tag-london-company","15":"tag-uk","16":"tag-united-kingdom"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/114937276942856570","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/301541","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=301541"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/301541\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/301542"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=301541"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=301541"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=301541"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}