AerCap Holdings NV Sees Portfolio Boost Amid Market Rally

Robert Bruce's fourth-quarter 2024 13F filing highlights significant investment moves, including a notable addition of 2,000 shares of Eli Lilly and a substantial increase of 70,000 shares in AerCap Holdings, now totaling 150,000 shares in his portfolio. The adjustments demonstrate a strategic focus on companies with potential for turnaround, particularly in the small- and mid-cap sectors. Meanwhile, AerCap Holdings has shown robust performance, with a 26.20% increase in value over the past year, driven by a strong secondary market for used aircraft and profitable lease renewals. Analysts have maintained a positive outlook on AerCap, with recommendations varying from Equal-weight to Buy. The stock's recent performance reflects a gain of 2.25% over the last five days and a 26.62% increase year-over-year. In contrast, Robert Bruce's exit from Warner Bros. Discovery highlights a shift in strategy as he reduces exposure to underperforming assets.