Long-Term Returns of David Einhorn’s 5 Activist Targets

In this article, we discuss long-term returns of David Einhorn’s 5 activist targets. You can read our detailed analysis of Einhorn’s activist targets and their historical performance and go directly to read Long-Term Returns of David Einhorn’s Activist Targets. 

5. AerCap Holdings N.V. (NYSE:AER) 

Activist Investment: 2014
Long Term Returns: 200%
S&P 500 Average Gain: 97%

AerCap Holdings N.V. (NYSE:AER) is a company that engages in the lease financing sale and management of commercial flight equipment globally. It also offers aircraft asset management services such as remarketing aircraft and engines. Einhorn initiated a new position in the company in 2014.

For years, Einhorn never had issues with AerCap Holdings N.V. (NYSE:AER) until it entered the market to acquire GE Capital Aviation Services in a $30 billion deal. When the deal closed in 2021, Greenlight Capital also sold its entire stake in the company.