Letters by company
FTAI Aviation Ltd.
5 letters discussing FTAI. Everything written about it on this site is on its ticker page.
- Artisan Partners Artisan Mid Cap Fund Quarterly Commentary Artisan Mid Cap Fund favored company-specific profit cycles, adding to Lattice Semiconductor, Robinhood, Compass and Twilio while initiating Manhattan Associates, Okta and Clean Harbors. The portfolio exited Monolithic Power Systems, FTAI Aviation and Ionis Pharmaceuticals, and reduced AI-infrastructure exposure in favor of higher-conviction franchises and selective vertical software holdings. Q3 2026 CLH $17BCOMP $6.8BFTAI $17B
- Crossroads Capital, LLC Crossroads Capital Q2 2026 Investor Letter Crossroads Capital trimmed and wrote calls on Nebius, added Nintendo during its selloff, and initiated a common-and-call position in Take-Two alongside its Nintendo work. The portfolio emphasizes company-specific catalysts in AST SpaceMobile, Nebius and FTAI Aviation while treating momentum-driven selling as disconnected from operating progress. Q2 2026 ASTS $16BBE $70BFTAI $17B
- Royce Investment Partners Royce SMid-Cap Total Return Fund Manager Commentary Royce SMid-Cap Total Return Fund credits Kulicke & Soffa, Advance Auto Parts, Element Solutions, FTAI Aviation and Andersen Group while discussing Kyndryl’s weakened execution and disclosure problems. The portfolio remains focused on profitable, cash-generative businesses outside the AI trade and expects market breadth to favor disciplined value selection. Year-to-date period ended 6/30/26 AAP $2.5BAGO $3.1BANDG $1.1B
- Artisan Partners Artisan Small Cap Fund Quarterly Commentary Artisan Small Cap Fund added to Modine Manufacturing and Twist Bioscience as data-center cooling, synthetic-biology demand and company execution strengthened conviction. The portfolio initiated Onto Innovation, Baldwin Group and Freshpet, while exiting Penumbra, JBT Marel and Parsons and reducing several positions on valuation, mandate size or weakening profit-cycle visibility. Q1 2026 BWIN $4.5BCOMP $6.8BFLEX $34B
- Crossroads Capital, LLC Crossroads Capital Q1 2026 Investor Letter Crossroads Capital kept the core book largely unchanged, exited Vistry after its CEO resignation undermined the transformation case, and increased Nebius as execution de-risked the business. It argues AST SpaceMobile has cleared manufacturing constraints ahead of batch launches, while FTAI Aviation’s MRO model and power initiative broaden its earnings drivers. Q1 2026 ASTS $16BFTAI $17BMETA $1.9T
