FTAI InfrastructureFIP
About: FTAI Infrastructure Inc is engaged in five segments; Railroad segment includes five freight railroads and one switching company that provide rail service to certain manufacturing and production facilities, the Jefferson Terminal segment consists of a multi-modal crude oil and refined products terminal and other related assets. Repauno segment consists of a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a new multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities. Power and Gas segment is comprised of an equity method investment in Long Ridge, and Sustainability and Energy Transition segment is comprised of Aleon/Gladieux, Clean Planet, and CarbonFree.
Employees: 700
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
3,435% more call options, than puts
Call options by funds: $6.22M | Put options by funds: $176K
180% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 15
77% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 31
46% more capital invested
Capital invested by funds: $539M [Q1] → $787M (+$249M) [Q2]
20% more funds holding
Funds holding: 133 [Q1] → 160 (+27) [Q2]
6.28% more ownership
Funds ownership: 83.41% [Q1] → 89.69% (+6.28%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 10 [Q1] → 10 (+0) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for FIP.
