Is FTAI Aviation (FTAI) a Prime Compounder within the Aviation Area?

Crossroads Capital LLC, an funding administration firm, launched its third-quarter 2025 investor letter. A replica of the letter could be downloaded right here. The Crossroads Capital Funding Companions, LP, appreciated 6.4% web of all charges and bills within the third quarter of 2025, making the YTD return 34.1% web by way of Q3 2025. The fund has compounded at 21.4% gross and 17.3% web foundation since inception. As well as, please verify the fund’s high 5 holdings to know its greatest picks in 2025.

In its third-quarter 2025 investor letter, Crossroads Capital highlighted shares resembling FTAI Aviation Ltd. (NASDAQ:FTAI). FTAI Aviation Ltd. (NASDAQ:FTAI) owns and acquires aviation tools for the transportation of products and other people. The one-month return of FTAI Aviation Ltd. (NASDAQ:FTAI) was 4.12%, and its shares gained 31.98% of their worth over the past 52 weeks. On December 22, 2025, FTAI Aviation Ltd. (NASDAQ:FTAI) inventory closed at $170.75 per share, with a market capitalization of $17.514 billion.

Crossroads Capital said the next concerning FTAI Aviation Ltd. (NASDAQ:FTAI) in its third quarter 2025 investor letter:

“As a reminder, FTAI Aviation Ltd. (NASDAQ:FTAI) captures essentially the most engaging economics in aftermarket aviation not by performing as a passive lessor however by working as a vertically built-in industrial platform through its Module Manufacturing unit and Strategic Capital Initiative (SCI). The corporate’s concentrate on the growing old international fleet of CFM56 and V2500 engines leaves it uniquely positioned to capitalize on a market that is still drastically brief refurbished engines. Certainly, as the most important pure purchaser of used engines from each plane lessors and airways, FTAI can leverage its vital scale to move price financial savings again to prospects, creating an inherent flywheel that we imagine ought to solely get stronger with time.

FTAI Aviation Ltd. (NASDAQ:FTAI) isn’t on our listing of 30 Most Well-liked Shares Amongst Hedge Funds. In accordance with our database, 51 hedge fund portfolios held FTAI Aviation Ltd. (NASDAQ:FTAI) on the finish of the third quarter, up from 48 within the earlier quarter. Whereas we acknowledge the potential of FTAI Aviation Ltd. (NASDAQ:FTAI) as an funding, we imagine sure AI shares supply better upside potential and carry much less draw back threat. For those who’re on the lookout for a particularly undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring pattern, see our free report on the greatest short-term AI inventory.

In one other article, we coated FTAI Aviation Ltd. (NASDAQ:FTAI) and shared Tourlite Capital Administration’s views on the corporate. As well as, please take a look at our hedge fund investor letters Q3 2025 web page for extra investor letters from hedge funds and different main traders.

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Disclosure: None. This text is initially printed at Insider Monkey.