Middle Coast Investing’s Added Air Lease (AL) After a Buy-Out Agreement. Here’s Why
Middle Coast Investing, an investment advisor firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alpine Associates Robert Emil Zoellner | 1,382,306 | $89,766,950 | +24% | 5.29% |
| 2. | Magnetar Capital Alec Litowitz And Ross Laser | 1,342,230 | $87,164,416 | -16% | 0.89% |
| 3. | Kopernik Global Investors David Iben | 277,612 | $18,028,123 | -3% | 1.26% |
| 4. | Royce & Associates Chuck Royce | 212,735 | $13,815,011 | -15% | 0.14% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 168,838 | $10,964,340 | +53% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.96 | 2,600 | $98,697.04 | 19,856 | 2023-05-31 | Filing | |
| $33.75 | 1,000 | $33,746.40 | 36,445 | 2022-05-12 | Filing | |
| $33.98 | 1,000 | $33,983.40 | 1,205,558 | 2022-05-12 | Filing | |
| $35.60 | 3,000 | $106,800.00 | 1,204,558 | 2022-05-11 | Filing | |
| $45.24 | 6,700 | $303,130.11 | 10,636 | 2022-02-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $64.24 | 500 | $32,121.30 | 14,050 | 2025-12-15 | Filing | |
| $64.23 | 1,000 | $64,231.20 | 30,745 | 2025-12-15 | Filing | |
| $64.23 | 19,132 | $1,228,919.15 | 956,526 | 2025-12-15 | Filing | |
| $64.14 | 20,000 | $1,282,852.00 | 2,640,000 | 2025-12-15 | Filing | |
| $64.16 | 3,000 | $192,465.00 | 71,000 | 2025-12-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,796,880 | $831,029,410 | 0.01% | |
| 2. | 6,249,290 | $405,828,893 | 0.02% | |
| 3. | 4,565,855 | $296,506,624 | 0.01% | |
| 4. | 2,196,634 | $142,649,412 | 0.02% | |
| 5. | 1,663,202 | $108,008,338 | 0.05% |