NASDAQ · Consumer Discretionary

RYANAIR HOLDINGS PLC RYAAY

Ryanair Holdings plc, together with its subsidiaries, provides scheduled-passenger airline services in Ireland, Italy, Spain, the United Kingdom, and internationally. The company offers various ancillary services; engages in other activities connected with its air passenger service, including non-flight scheduled and Internet-related services, as well as in-flight sale of beverages, food, duty-free, and merchandise; and markets car hire, travel insurance, and accommodation services through its website and mobile app.

Air Freight/Delivery Services

Company profile

Business mix

  • The company offers various ancillary services; engages in other activities connected with its air passenger service.
  • It also provides passenger and aircraft handling, ticketing, and maintenance and repair services; and markets car parking, fast-track, airport transfers, attractions, and activities on its website and mobile app, as well as sells gift vouchers.
  • Ryanair Holdings plc was incorporated in 1996 and is headquartered in Swords, Ireland.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in airlines?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 12.6 FCF 7.47% Buyback 5.25%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.5% $533.2M 2026-03-31
Brave Warrior Advisors Glenn Greenberg 4.3% $175.7M 2026-03-31
Bridgewater Associates Ray Dalio 0.1% $23.2M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 0 Last 2 13F filing periods
Net reducers 4 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $468.1M Estimated from net reduced shares
Net share change / base shares -37.5% -8,099,293 / 21,610,882
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -18.9% 13F value change -$1.7M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -49.6% 13F value change -$34.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 980,598 Last 2 periods -579,738 (-59.1%) Total shares 400,860 Value $23.2M
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -27.0% 13F value change -$23.0M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -62.1% 13F value change -$112.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,060,471 Last 2 periods -2,214,293 (-72.4%) Total shares 846,178 Value $48.9M
Brave Warrior Advisors Glenn Greenberg 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -25.2% 13F value change -$25.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.6% 13F value change -$45.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,084,246 Last 2 periods -1,044,870 (-25.6%) Total shares 3,039,376 Value $175.7M
Baillie Gifford legacy James Anderson 2 filing periods
13F 2025-12-31 Filed 2026-01-23
Major reduction Shares -15.9% 13F value change +$6.8M
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -18.7% 13F value change -$285.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 13,485,567 Last 2 periods -4,260,392 (-31.6%) Total shares 9,225,175 Value $533.2M

Recent mentions

No public mentions.