Broad Bay Capital Management’s FTAI Aviation FTAI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21M Sell
182,573
-53,600
-23% -$6.17M 2.47% 14
2025
Q1
$26.2M Buy
236,173
+49,885
+27% +$5.54M 3.84% 10
2024
Q4
$26.8M Sell
186,288
-585,871
-76% -$84.4M 3.3% 9
2024
Q3
$103M Sell
772,159
-1,037,341
-57% -$138M 14.1% 1
2024
Q2
$187M Sell
1,809,500
-590,500
-25% -$61M 24.48% 1
2024
Q1
$162M Sell
2,400,000
-540,000
-18% -$36.3M 20.62% 1
2023
Q4
$136M Hold
2,940,000
15.96% 1
2023
Q3
$105M Sell
2,940,000
-60,000
-2% -$2.13M 15.73% 1
2023
Q2
$95M Sell
3,000,000
-500,000
-14% -$15.8M 12.79% 3
2023
Q1
$97.9M Sell
3,500,000
-550,000
-14% -$15.4M 13.41% 3
2022
Q4
$69.3M Buy
+4,050,000
New +$69.3M 9.85% 3