Long Focus Capital Management’s FTAI Aviation FTAI Stock Holding History

Long Focus Capital Management’s Portfolio FTAI Stock Details FTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$85.2M	Hold	315,000	–	–	2.18%	12
2026 Q1	$77.2M	Sell	315,000 -245,000	-44%	-$64.9M	2.03%	10
2025 Q4	$110M	Sell	560,000 -54,953	-9%	-$9.36M	2.9%	5
2025 Q3	$103M	Sell	614,953 -325,047	-35%	-$46.2M	3.39%	5
2025 Q2	$108M	Buy	940,000 +150,000	+19%	+$16.8M	4.09%	3
2025 Q1	$87.7M	Buy	790,000 +310,000	+65%	+$36.6M	2.93%	6
2024 Q4	$69.1M	Sell	480,000 -80,000	-14%	-$11.8M	2.24%	10
2024 Q3	$74.4M	Sell	560,000 -150,000	-21%	-$17M	2.61%	8
2024 Q2	$73.3M	Sell	710,000 -201,478	-22%	-$16M	2.81%	9
2024 Q1	$61.3M	Sell	911,478 -105,531	-10%	-$5.79M	3.14%	6
2023 Q4	$47.2M	Sell	1,017,009 -26,669	-3%	-$1.06M	1.57%	10
2023 Q3	$37.1M	Sell	1,043,678 -150,000	-13%	-$5.15M	1.33%	12
2023 Q2	$37.8M	Sell	1,193,678 -254,003	-18%	-$7.2M	1.72%	6
2023 Q1	$40.5M	Buy	1,447,681 +400	+0%	+$9.45K	2.29%	7
2022 Q4	$24.8M	Buy	1,447,281 +867,281	+150%	+$14.6M	1.71%	9
2022 Q3	$8.7M	Sell	580,000 -17,210	-3%	-$297K	0.85%	22
2022 Q2	$9.86M	Buy	597,210 +175,650	+42%	+$3.11M	1.03%	18
2022 Q1	$9.27M	Buy	421,560 +35,130	+9%	+$781K	1.19%	22
2021 Q4	$9.54M	Buy	+386,430	New	+$8.45M	1.26%	14

Other funds holding FTAI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Long Focus Capital Management's FTAI Position: Q2 2026 in Review

Long Focus Capital Management held its FTAI Aviation (FTAI) position steady in Q2 2026 at 315,000 shares worth $85.2M. The position accounts for 2.18% of the portfolio, ranked #12.

Long Focus Capital Management first reported a position in FTAI in Q4 2021 and has held it in 19 quarters since. The position peaked at $110M in Q4 2025. 683 funds tracked by Wall St. Rank hold FTAI as of Q2 2026.

Long Focus Capital Management held 315,000 shares of FTAI Aviation worth $85.2M as of Q2 2026.
Long Focus Capital Management left its FTAI Aviation share count unchanged in Q2 2026.
FTAI Aviation made up 2.18% of Long Focus Capital Management's portfolio in Q2 2026, its #12 holding.
Long Focus Capital Management first reported a position in FTAI Aviation in Q4 2021 and has held it in 19 quarters since.
Long Focus Capital Management's FTAI Aviation position peaked at $110M in Q4 2025.
683 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2026.

Based on Long Focus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.