Air Lease Corporation (AL): A Bull Case Theory
We came across a bullish thesis on Air Lease Corporation on Value Don't Lie's Substack. In this article, we will summarize the bull’s thesis on AL.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Royce & Associates Chuck Royce | 2,068,218 | $99,915,612 | -16% | 1.08% |
2. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 1,924,507 | $92,972,933 | -2% | 1.41% |
3. | Cobalt Capital Management Wayne Cooperman | 692,383 | $33,449,023 | +22% | 16.47% |
4. | Jain Global LLC Bobby Jain | 596,093 | $28,797,253 | 0.34% | |
5. | Lakewood Capital Management Anthony Bozza | 448,878 | $21,685,296 | 1.89% |
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 |
---|---|---|---|---|---|---|
$56.85 | 10,000 | $568,461.00 | 146,316 | 2025-05-13 | Filing | |
$51.10 | 7,500 | $383,254.50 | 143,315 | 2024-11-29 | Filing | |
$50.40 | 10,000 | $504,012.00 | 66,300 | 2024-11-26 | Filing | |
$50.48 | 14,661 | $740,154.72 | 97,714 | 2024-11-22 | Filing | |
$50.06 | 11,270 | $564,191.98 | 67,099 | 2024-05-15 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 12,789,248 | $617,848,563 | 0.01% | |
2. | 11,691,822 | $564,831,920 | 0.01% | |
3. | 6,592,510 | $318,478,738 | 0.08% | |
4. | 5,453,859 | $263,475,929 | 0.05% | |
5. | 5,025,421 | $242,778,100 | 0.02% |