Nicholas Investment Partners, LP

Position in FTAI — FTAI Aviation Ltd.

CIK 1389574 RANCHO SANTA FE, CA

Position in FTAI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$15,355,130

+$3,185,470 QoQ

Shares Held

62,674

+1.4% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Nicholas Investment Partners, LP holds $151,867,479 across 10 Aerospace & Defense names. FTAI ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc.	261,867	$53,549,182
2	KTOS	Kratos Defense & Security Solutions, Inc.	390,924	$27,564,051
3	EMBJ	Embraer S.A.	427,288	$25,355,269
4	FTAI	FTAI Aviation Ltd. This page	62,674	$15,355,130
5	RKLB	Rocket Lab Corp	171,517	$11,014,821
6	PL	Planet Labs PBC	337,923	$9,444,947
7	TDG	TransDigm Group INC	4,068	$4,714,649
8	CW	Curtiss Wright Corp	6,194	$4,218,857

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,355,130	62,674	+1.4%	Shares	Sole	2026-05-15
2025-12-31	$12,169,660	61,822	+6.4%	Shares	Sole	2026-02-13
2025-09-30	$9,697,569	58,118	+2.2%	Shares	Sole	2025-11-14
2025-06-30	$6,544,855	56,892	+19.2%	Shares	Sole	2025-08-14
2025-03-31	$5,301,238	47,746	-69.5%	Shares	Sole	2025-05-15
2024-12-31	$22,561,705	156,635	-0.3%	Shares	Sole	2025-02-14
2024-09-30	$20,871,147	157,044	+3.1%	Shares	Sole	2024-11-12
2024-06-30	$15,717,593	152,258	+156.3%	Shares	Sole	2024-08-08
2023-12-31	$2,756,252	59,402	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.