Villanova is reducing its position in AL stock, in a textbook example of when to sell the stock

Villanova Investment Management Co LLC reported a sale of 66,230 shares Air fare (NYSE:AL) As of February 24, 2026, the SEC filing estimates the transaction value at $4.23 million based on the quarterly average price.

According to its SEC filing on February 24th, 2026, Villanova Investment Management Co LLC decreased its position in Air Lease by 66,230 shares. The estimated value of the transaction was $4.23 million, calculated using the quarterly average share price. The fund’s remaining holdings were 64,908 shares, a decrease of $4.18 million in value of the position at the end of the quarter, reflecting both share sales and market price movements.

Villanova’s air leasing position now accounts for 2.94% of its US$141.87 million reportable AUM after the sale.

Top five properties by filing:

• NYSE: NATL: $6.56 million (4.6% of AUM)

• NASDAQ: OZK: $5.81 million (4.1% AUM)

• NASDAQ: EEFT: $5.20 million (3.7% of AUM)

• NYSE: AXS: $5.00 million (3.5% of AUM)

• NYSE: Autos: $4.95 million (3.5% of AUM)

As of February 23, 2026, Air Leasing shares were priced at $64.95, up 38.9% from last year, outperforming the S&P 500 by 24.74 percentage points.

• Provides commercial jet leasing, aircraft sales from its leasing portfolio, and fleet management services.

• Generates revenue through aircraft leasing and sales to airlines and other third parties.

• International airlines serve as its main customer base.

AirLease is a leading provider of aircraft leasing solutions, offering a diverse fleet to airlines worldwide.

Villanova Investment Management, an independent investment firm based in Pennsylvania, recently disclosed the sale of more than 66,000 shares of the airline’s stock valued at about $4.2 million. Here’s what investors need to know.

First, we should address the big news when it comes to airline stocks: the company is being bought by a consortium of investors. The group proposed $65 per share for Air Lease on September 2, 2025, and the offer has been accepted by Air Lease shareholders until December 18, 2025. The only remaining steps in the process are the formal closing of the deal subject to final regulatory approvals. As part of this latest process, Air Leasing’s stock will be delisted, with the remaining shareholders receiving the cash value of the shares ($65). This is a classic example of when to sell a stock.

What’s more, it accounts for Villanova’s decision to reduce its position in the airline’s stock during the fourth quarter (the three months ending December 31, 2025). The company is simply reducing its position in a stock that will soon be delisted. By selling its shares, Villanova can now deploy its capital into other assets that offer a higher potential return on investment.

Before you buy stock in airlines, consider this:

of the Motley Fool Stock Advisor The analyst team identified only what they believed 10 best stocks For investors to buy now… and air leasing was not among them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix This list was created on December 17, 2004 … If you invested $1,000 at the time of our recommendation, You will have $519,015or when Nvidia This list was created on April 15, 2005 … If you invested $1,000 at the time of our recommendation, You will have $1,086,211!*

Now, this is significant Stock consultant The total average return is 941% – outperformed the market by 194% for the S&P 500. Don’t miss the latest Top 10 list, available with Stock consultantand join an investment community created by individual investors for individual investors.

View 10 Stocks »

* Stock Advisor returns to March 2, 2026.

Jack Leach has no position in any of the listed stocks. The Motley Fool has positions and offers worldwide on Cars.com and Euronet. Motley Fool has a disclosure policy.

Villanova Shortens Position in AL Stock, A Textbook Example of Selling the Stock Originally Posted by The Motley Fool