SCHEDULE: M3 Funds Discloses 8.43% Stake in AerSale Corp.
Beneficial Ownership Filing
M3 Funds, LLC and affiliated entities have reported beneficial ownership of 3,983,632 shares, representing 8.43% of AerSale Corp.'s common stock as of March 31, 2026.
Summary
- M3 Funds, LLC, along with M3 Partners, LP, M3F, Inc., Jason A. Stock, and William C. Waller, have filed a Schedule 13G, indicating their beneficial ownership of AerSale Corp. common stock.
- The total number of shares beneficially owned is 3,983,632, which constitutes 8.43% of the class of securities.
- The filing specifies that M3 Partners, LP directly owns the shares, with M3 Funds, LLC acting as the general partner and M3F, Inc. as the investment adviser.
- Jason A. Stock and William C. Waller are identified as managers of the General Partner and managing directors of the Investment Adviser, respectively, and could be deemed to share indirect beneficial ownership.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports on existing ownership stakes rather than new strategic developments or financial performance.
Positives
- Significant ownership stake of 8.43% in AerSale Corp. by M3 Funds and its affiliates, indicating substantial investor confidence.
- Clear reporting structure outlining direct and indirect beneficial ownership.
Future Outlook
This filing does not contain forward-looking statements or guidance.
Industry Context
StockSavvy.ai notes that Schedule 13G filings are typically made by institutional investors who acquire more than 5% of a company's outstanding shares. This filing indicates a significant passive investment by M3 Funds and its affiliates in AerSale Corp., a player in the aviation aftermarket services industry.
Stakeholder Impact
- Shareholders: The filing provides transparency regarding a significant ownership block, which may influence market perception and trading activity.
Key Dates
| Date | Description |
|---|---|
| 03/31/2026 | Date of Event Which Requires Filing of this Statement |
| 04/23/2026 | Date of Certification and Signature |
Keywords
AerSale Corp., Schedule 13G, M3 Funds, Beneficial Ownership, Common Stock, SEC Filing, Investment Management
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