Nicholas Investment Partners, LP

Position in FTAI — FTAI Aviation Ltd.

CIK 1389574 RANCHO SANTA FE, CA

Position in FTAI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$15,242,742

-$112,388 QoQ

Shares Held

56,344

-10.1% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#119

of 674 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Nicholas Investment Partners, LP holds $112,624,872 across 8 Aerospace & Defense names. FTAI ranks #2 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc.	272,395	$53,021,686
2	FTAI	FTAI Aviation Ltd. This page	56,344	$15,242,742
3	PL	Planet Labs PBC	355,366	$11,773,275
4	ATRO	Astronics Corp	144,186	$11,716,554
5	TDG	TransDigm Group INC	5,633	$7,503,381
6	MOG-A	Moog Inc.	17,163	$7,274,365
7	CW	Curtiss Wright Corp	6,251	$4,736,757
8	RKLB	Rocket Lab Corp	13,341	$1,356,112

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,242,742	56,344	-10.1%	Shares	Sole	2026-08-14
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.