Grupo Aeromexico Sab DE CVAERO
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 74 institutions reported holding Grupo Aeromexico Sab DE CV (AERO) in their 13F filings, up 10 from Q1 2026. 16 opened new positions and 7 sold out. The largest holders were Apollo Management Holdings, L.P. ($495.1M), Silver Point Capital L.P. ($251.9M) and Strategic Value Partners, LLC ($170.8M). 4 famous investors held it, including Howard Marks (1.9% of Oaktree Capital Management's portfolio), Seth Klarman (1.6% of Baupost Group's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Grupo Aeromexico Sab DE CV
- CUSIP
- 40054J109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $41.0M |
| Exits | 7 | $1.1M |
All 13F filers, Q1 2026 → Q2 2026: 3,578,916 shares bought and 4,289,452 shares sold, net −710,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Apollo Management Holdings, L.P. | 8.05% | No change | 27,505,017 | $495.1M |
| Silver Point Capital L.P. | 25.86% | Add +1.2% | 13,991,754 | $251.9M |
| Strategic Value Partners, LLC | 100.00% | No change | 9,486,266 | $170.8M |
| Nut Tree Capital Management, LP | 27.89% | Add +1.6% | 6,492,821 | $116.9M |
| VR Advisory Services Ltd | 8.55% | Add +3.2% | 5,355,255 | $96.4M |
| Baupost Group | 1.62% | No change | 4,880,188 | $87.8M |
| Oaktree Capital Management | 1.89% | No change | 3,968,686 | $71.4M |
| DSC Meridian Capital LP | 16.89% | No change | 2,851,895 | $51.3M |
| Corre Partners Management, LLC | 10.27% | No change | 2,167,491 | $39.0M |
| Gilder Gagnon Howe & Co. LLC | 0.37% | Reduce -17.3% | 2,016,959 | $36.3M |
| Citigroup Inc. | 0.02% | No change | 1,823,199 | $32.8M |
| Bank of America Corp. | 0.00% | Add +0.0% | 1,439,668 | $25.9M |
| 140 Summer Partners LP | 1.89% | No change | 1,298,388 | $23.4M |
| Par Capital Management Inc. | 0.53% | New | 1,189,824 | $21.4M |
| BlackRock, Inc. | 0.00% | Add +73.5% | 1,033,724 | $18.6M |
| Nuveen, LLC | 0.00% | No change | 997,099 | $17.9M |
| Contrarian Capital Management, L.L.C. | 3.95% | No change | 671,207 | $12.1M |
| Fiera Capital Corp | 0.04% | Add +28.1% | 627,579 | $11.3M |
| IPG Investment Advisors LLC | 1.53% | No change | 591,657 | $10.6M |
| Redwood Capital Management, LLC | 1.14% | Add +5.8% | 583,580 | $10.5M |
| Millennium Management | 0.01% | Reduce -4.1% | 583,479 | $10.5M |
| Compass Rose Asset Management, LP | 5.51% | Reduce -2.8% | 530,000 | $9.5M |
| Rubric Capital Management LP | 0.08% | No change | 467,129 | $8.4M |
| LMR Partners LLP | 0.07% | Add +35.4% | 419,673 | $7.6M |
| Norges Bank | 0.00% | — | 400,000 | $7.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 395,648 | $7.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +30.8% | 327,000 | $5.9M |
| Nomura Asset Management International Inc. | 0.01% | New | 243,084 | $4.4M |
| Burkehill Global Management, LP | 0.12% | No change | 175,000 | $3.1M |
| Walleye Capital LLC | 0.02% | Reduce -17.6% | 174,530 | $3.1M |
| Mariner Investment Group LLC | 1.14% | No change | 169,280 | $3.0M |
| Seven Grand Managers, LLC | 0.11% | No change | 150,000 | $2.7M |
| Ghisallo Capital Management LLC | 0.07% | Reduce -33.3% | 150,000 | $2.7M |
| Saba Capital Management, L.P. | 0.08% | New | 138,075 | $2.5M |
| Moneda S.A. Administradora General de Fondos | 1.91% | Reduce -56.8% | 129,625 | $2.3M |
| RWC Asset Management LLP | 0.09% | No change | 124,350 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -70.3% | 122,376 | $2.2M |
| Longaeva Partners L.P. | 0.06% | Reduce -19.4% | 120,936 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -16.4% | 108,710 | $2.0M |
| Marble Bar Asset Management LLP | 1.20% | New | 96,000 | $1.7M |
| RWC Asset Advisors (us) LLC | 0.37% | No change | 92,412 | $1.7M |
| Mirabella Financial Services LLP | 0.17% | Add +11.7% | 90,477 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 78,207 | $1.4M |
| Rokos Capital Management LLP | 0.02% | New | 69,941 | $1.3M |
| Bulltick Wealth Management, LLC | 0.24% | Add +30.6% | 65,965 | $1.2M |
| Zimmer Partners, LP | 0.03% | Reduce -95.1% | 60,000 | $1.1M |
| Morgan Stanley | 0.00% | Reduce -84.5% | 58,934 | $1.1M |
| Readystate Asset Management LP | 0.06% | Reduce -41.5% | 52,000 | $936K |
| Balyasny Asset Management L.P. | 0.00% | Add +349.1% | 44,913 | $808K |
| XTX Topco Ltd | 0.01% | Reduce -58.8% | 43,184 | $777K |
| Element Capital Management LLC | 0.04% | Reduce -7.6% | 40,612 | $731K |
| TT International Asset Management LTD | 0.08% | New | 33,490 | $603K |
| UBS Group AG | 0.00% | Reduce -84.6% | 31,064 | $559K |
| MML Investors Services, LLC | 0.00% | New | 27,080 | $487K |
| Hudson Bay Capital Management LP | 0.00% | No change | 25,000 | $450K |
| Barclays PLC | 0.00% | No change | 21,000 | $378K |
| Jain Global LLC | 0.00% | No change | 20,934 | $377K |
| Hound Partners, LLC | 0.04% | No change | 20,000 | $360K |
| Marshall Wace, LLP | 0.00% | Reduce -19.7% | 17,746 | $319K |
| Citadel Advisors | 0.00% | Reduce -98.8% | 17,302 | $311K |
| Federated Hermes, Inc. | 0.00% | Add +50.0% | 15,000 | $270K |
| Corient Private Wealth LP | 0.00% | No change | 10,000 | $180K |
| Russell Investments Group, Ltd. | 0.00% | No change | 9,667 | $174K |
| Royal Bank of Canada | 0.00% | New | 5,030 | $91K |
| BNP Paribas Financial Markets | 0.00% | New | 3,126 | $56K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 219 | $4K |
| GAMMA Investing LLC | 0.00% | New | 149 | $3K |
| Jones Financial Companies LLLP | 0.00% | No change | 100 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +137.5% | 95 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 88 | $2K |
| Larson Financial Group LLC | 0.00% | New | 60 | $1K |
| Rhumbline Advisers | 0.00% | No change | 16 | $288 |
| Osaic Holdings, Inc. | 0.00% | New | 11 | $198 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 9 | $162 |
"% of holder's portfolio" is AERO's weight in each manager's 13F, not the share of Grupo Aeromexico Sab DE CV the manager owns.