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…
FTAI
1 published idea on FTAI Aviation across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on FTAI Aviation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
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…