Here’s Tourlite Fund’s Update on FTAI Aviation (FTAI)
Tourlite Capital Management, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Rubric Capital Management David Rosen | 3,700,000 | $728,345,000 | +11% | 8.71% |
| 2. | Driehaus Capital Richard Driehaus | 700,525 | $137,898,346 | +7% | 0.94% |
| 3. | Alyeska Investment Group Anand Parekh | 617,802 | $121,614,324 | +249% | 0.34% |
| 4. | Long Focus Capital Management John B. Helmers | 560,000 | $110,236,000 | -9% | 2.9% |
| 5. | Oaktree Capital Management Howard Marks | 517,328 | $101,836,016 | -12% | 1.45% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $153.46 | 652 | $100,055.92 | 9,089 | 2025-11-14 | Filing | |
| $153.89 | 4,354 | $670,037.06 | 4,354 | 2025-11-13 | Filing | |
| $153.50 | 2,283 | $350,440.50 | 233,906 | 2025-11-13 | Filing | |
| $155.91 | 2,000 | $311,820.00 | 217,069 | 2025-11-13 | Filing | |
| $99.19 | 1,000 | $99,190.00 | 378,009 | 2025-05-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $303.35 | 10,000 | $3,033,500.00 | 82,108 | 2026-02-27 | Filing | |
| $174.36 | 20,000 | $3,487,200.00 | 93,413 | 2024-11-22 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 120,182 | $29,444,590 | 8.49% | |
| 2. | 20,407 | $4,999,715 | 0.09% | |
| 3. | 20,092 | $4,922,540 | 0.47% | |
| 4. | 17,826 | $4,367,370 | 0.66% | |
| 5. | 9,481 | $2,322,845 | 0.02% |