Here are Tourlite Fund’s Thoughts on FTAI Infrastructure (FIP)
Tourlite Capital Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Long Focus Capital Management John B. Helmers | 5,685,000 | $24,786,600 | -7% | 0.82% |
| 2. | Luxor Capital Group Christian Leone | 4,716,742 | $20,564,995 | -29% | 0.97% |
| 3. | First Eagle Investment Management Jean-Marie Eveillard | 2,226,353 | $9,706,899 | +29% | 0.02% |
| 4. | Royce & Associates Chuck Royce | 2,155,778 | $9,399,192 | +28% | 0.09% |
| 5. | Diamond Hill Capital Ric Dillon | 1,786,946 | $7,791,085 | +36% | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $4.48 | 10,000 | $44,800.00 | 30,000 | 2025-08-21 | Filing | |
| $5.33 | 20,000 | $106,600.00 | 20,000 | 2025-05-23 | Filing | |
| $5.22 | 500,000 | $2,610,000.00 | 1,088,582 | 2025-05-20 | Filing | |
| $2.71 | 7,500 | $20,302.50 | 17,800 | 2022-08-03 | Filing | |
| $2.93 | 250,000 | $732,500.00 | 384,270 | 2022-08-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.04 | 3,399,501 | $30,731,489.04 | 8,418,561 | 2024-08-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,785,779 | $51,385,996 | 17.74% | |
| 2. | 8,110,385 | $35,361,280 | 0% | |
| 3. | 6,637,349 | $28,938,842 | 0.01% | |
| 4. | 6,281,484 | $27,387,271 | 0% | |
| 5. | 5,686,093 | $24,791,364 | 0.22% |