Position in FTAI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$67,351,689
+$4,752,474 QoQ
Shares Held
248,962
-2.6% QoQ
Ownership
0.242%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
#46
of 674 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTAI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Two Seas Capital LP holds $103,042,634 across 2 Aerospace & Defense names. FTAI ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTAI |
FTAI Aviation Ltd.
This page
|
248,962 | $67,351,689 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
208,890 | $35,690,945 |
All Filings in FTAI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,351,689 | 248,962 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $62,599,215 | 255,507 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,655,241 | 186,209 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $44,985,622 | 269,601 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,574,213 | 178,844 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,842,062 | 115,663 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||