FTAI

Which hedge funds are long FTAI?

1 published idea on FTAI Aviation across 1 fund — 1 long and 0 short.

FTAI Aviation hedge fund investment theses

Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on FTAI Aviation: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.

Funds with a position view

Long theses

LongFTAIMar 2026

FTAI Aviation

FTAI is successfully transforming into a capital-light, high-margin MRO franchise for the CFM56 engine. By using proprietary parts and its vertically-integrated platform, it…