SC 13G/A ·Filed Oct 28, 2026
Passive stake amendment
Actionable Insight • Neutral
Monitor for any future conversion to Schedule 13D, which would signal activist intent. The increase in stake may indicate growing confidence, but as a passive filing, no immediate catalyst is present.
Latest settled: T+1d
ASLE ▲ +2.99% at T+1d
NEUTRAL call +2.99% · α vs SPY +4.76% · entry $4.69 → $4.83
T+1d
+2.99%
call +2.99% · α +4.76%
$4.83
settled yesterday
T+5d
Pending
in 5d
T+20d
Pending
in 26d
T+60d
Pending
in 3mo
Price Chart
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Executive Summary
M3 Partners LP filed an amended Schedule 13G disclosing a 9.83% passive stake in AerSale Corp as of September 30, 2026, up from a prior filing. The filing confirms a passive investment intent and no change of control purpose.
Key Financial Metrics
Stake
9.83%
Investor
M3 Partners LP
Investor Type
hedge fund
Key Facts
- M3 Partners LP reported beneficial ownership of 4,690,176 shares of AerSale Corp common stock.
- The stake represents 9.83% of outstanding shares as of September 30, 2026.
- The filing is an amendment to Schedule 13G, indicating a passive investment intent.
- The filing was made under Rule 13d-1(c), confirming no control-related purpose.
Financial Impact
9.83% passive stake valued at approximately $22M based on $225M market cap.
ownership percentage
Risk Factors
- Potential future activist campaign if M3 Partners converts to Schedule 13D.
- No financial data provided in the filing to assess company performance.
Market Snapshot
Exchange
Nasdaq
Sector
Wholesale-Machinery, Equipment & Supplies
Analyst Consensus
0% bullish (7 analysts)
Investment Themes
Industrials & Manufacturing
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001398344-26-018987 |
| Document: 0001398344-26-018987-index.html | 0001398344-26-018987 |
| Document: 0001398344-26-018987.txt | 0001398344-26-018987 |
9 reports for ASLE
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 28, 2026 2d ago | SC 13G/A | $4.69 | awaiting T+20 | awaiting T+20 | $4.83 (+2.99%) |
Oct 22, 2026 8d ago | Press Release | $4.70 | awaiting T+20 | awaiting T+20 | $4.83 (+2.77%) |
Sep 25, 2026 5w ago | 8-K | $5.32 $4.71 | ▼ −11.47% | ▼ −11.43% | $4.83 (−9.21%) |
Jul 24, 2026 14w ago | Press Release | $6.18 $5.56 | ▼ −10.03% | ▼ −13.66% | $4.83 (−21.84%) |
Jun 11, 2026 20w ago | Insider Cluster | $6.24 $6.11 | ▼ −2.08% | ▼ −3.97% | $4.83 (−22.60%) |
May 1, 2026 26w ago | DEFA14A | $6.79 $6.52 | ▼ −3.98% | ▼ −9.62% | $4.83 (−28.87%) |
Apr 28, 2026 26w ago | DEFA14A | $6.63 $6.62 | ▼ −0.15% | ▼ −6.20% | $4.83 (−27.15%) |
Apr 23, 2026 27w ago | Press Release | $6.88 $6.15 | ▼ −10.61% | ▼ −14.64% | $4.83 (−29.80%) |
Mar 5, 2026 34w ago | 8-K / PRESS-RELEASE | $6.46 $6.30 | ▼ −2.48% | ▼ −0.43% | $4.83 (−25.23%) |
Showing 9 of 9
US Market Status
Market Closed · Opens Mon (63h 34m)
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