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Grupo Aeromexico, S.A.B. de C.V. (AERO): which funds own it

Industrials →Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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7 concentrated managers hold it (+1 vs last quarter); combined they have held more shares for 2 quarters in a row (1 added, 0 trimmed). Its median weight in those portfolios is 0.5%.

Who owns Grupo Aeromexico, S.A.B. de C.V.?

Grupo Aeromexico, S.A.B. de C.V. trades in the U.S. through ADRs, certificates that represent shares of a non-U.S. company. Form 13F counts ADRs while the company reports ordinary shares, so we do not compute percentages. Holders reporting more than 5% of the ordinary shares to the SEC (Schedules 13D/13G): Apollo Management Holdings GP, 18.9% (13G/A filed Aug 10, 2026) and Delta Air Lines, 18.7% (13G filed Feb 13, 2026). As of Jun 30, 2026, the largest ADR holders reported on Form 13F were Apollo Management Holdings (27.5 million ADRs), Silver Point Capital (14.0 million ADRs) and Strategic Value Partners (9.5 million ADRs).

Which institutions hold the most Grupo Aeromexico, S.A.B. de C.V. shares?

Per Form 13F filings as of Jun 30, 2026, in ADRs:

  1. 1. Apollo Management Holdings: 27.5 million ADRs
  2. 2. Silver Point Capital: 14.0 million ADRs
  3. 3. Strategic Value Partners: 9.5 million ADRs
  4. 4. Nut Tree Capital Management: 6.5 million ADRs
  5. 5. VR Advisory Services: 5.4 million ADRs
  6. 6. Baupost Group: 4.9 million ADRs
  7. 7. Oaktree Capital Management: 4.0 million ADRs
  8. 8. DSC Meridian Capital: 2.9 million ADRs
  9. 9. Corre Partners Management: 2.2 million ADRs
  10. 10. Gilder Gagnon Howe: 2.0 million ADRs

Sources:13G/A by Apollo Management Holdings GP (Aug 10, 2026) ↗13G by Delta Air Lines (Feb 13, 2026) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Well-known investors holding it

Howard Marks 13F (Q2 2026)Seth Klarman 13F (Q2 2026)

Concentrated managers
7
All 13F: 74
Consensus
41/100
across 7 concentrated managersRanks by accumulation, portfolio weight and number of managers; it does not say more are buying than selling.
Price at Jun 30, 2026 (per 13F)
$18
+28.5% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (6 → 7): 1 opened · 0 exited = +1

Net flow in the quarter: +$24.4M (+1.4 M shares) · bought $24.4M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Accumulation: combined they have held more shares for 2 quarters in a row (1 added, 0 trimmed). It is the combined share count of those still holding it: one large buyer can outweigh many who trimmed.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Other relevant holders

Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.

Largest holders of AERO (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

  • Apollo Management Holdings GP18.9%13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Aug 10, 2026
  • Apollo Management Holdings GP18.9%13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: May 14, 2026
  • Apollo Management Holdings GP18.9%13Gfiling ↗Event: Dec 31, 2025 · filed: Feb 17, 2026

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗

Other Industrials stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Industrials →

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