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 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 3 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $1.5M Estimated from net added shares
Reduction amount $1.0B Estimated from net reduced shares
Net share change / base shares -56.8% -17,764,550 / 31,276,139
Bridgewater Associates Ray Dalio 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 25.9% 13F value change +$11.3M
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 108.1% 13F value change +$31.9M
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 374,467 Last 4 periods +26,393 (+7.0%) Total shares 400,860 Value $23.2M
Oakmark / Harris Associates Bill Nygren 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -38.6% 13F value change -$44.3M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -21.9% 13F value change -$41.6M
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 6,376,673 Last 4 periods -5,530,495 (-86.7%) Total shares 846,178 Value $48.9M
Brave Warrior Advisors Glenn Greenberg 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -1.8% 13F value change +$78.2M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -24.1% 13F value change -$64.3M
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 5,476,889 Last 4 periods -2,437,513 (-44.5%) Total shares 3,039,376 Value $175.7M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Major reduction Shares -16.9% 13F value change +$105.3M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -14.8% 13F value change -$100.2M
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 19,048,110 Last 4 periods -9,822,935 (-51.6%) Total shares 9,225,175 Value $533.2M

Recent mentions

No public mentions.