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Two Seas Capital’s FTAI Aviation FTAI Stock Holding History

Two Seas Capital’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
Q1 		$62.6M Buy
255,507
+69,298
+37% +$18.4M 0.88% 17
2025
Q4 		$36.7M Sell
186,209
-83,392
-31% -$14.2M 0.76% 22
2025
Q3 		$45M Buy
269,601
+90,757
+51% +$12.9M 0.72% 15
2025
Q2 		$20.6M Buy
178,844
+63,181
+55% +$7.07M 0.35% 19
2025
Q1 		$12.8M Buy
+115,663
New +$13.7M 0.4% 17

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Two Seas Capital's FTAI Position: Q1 2026 in Review

Two Seas Capital increased its FTAI Aviation (FTAI) stake by 37% in Q1 2026, buying an estimated $18.4M and bringing the position to 255,507 shares worth $62.6M. The position accounts for 0.88% of the portfolio, ranked #17.

Two Seas Capital first reported a position in FTAI in Q1 2025 and has held it in 5 quarters since. 613 funds tracked by Wall St. Rank hold FTAI as of Q1 2026.

  • Two Seas Capital held 255,507 shares of FTAI Aviation worth $62.6M as of Q1 2026.
  • Two Seas Capital bought 69,298 FTAI Aviation shares in Q1 2026, an estimated $18.4M.
  • FTAI Aviation made up 0.88% of Two Seas Capital's portfolio in Q1 2026, its #17 holding.
  • Two Seas Capital first reported a position in FTAI Aviation in Q1 2025 and has held it in 5 quarters since.
  • 613 funds tracked by Wall St. Rank held FTAI Aviation as of Q1 2026.

Based on Two Seas Capital's 13F filing for Q1 2026, filed 15 May 2026.