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Broad Bay Capital Management, LP: FTAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broad Bay Capital Management, LP on FTAI, newest first. How the timeline and the estimate are built.

Broad Bay Capital Management, LP held 0 FTAI shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -156,622 shares

    13F-HR 0001172661-26-002052 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 156,622 shares
    Change vs previous 13F 0 shares

    3.52% of the 13F portfolio, value $30,831,041.

    13F-HR 0001172661-26-000919 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 156,622 shares
    Change vs previous 13F -25,951 shares

    3.26% of the 13F portfolio, value $26,133,947.

    13F-HR 0001172661-25-004904 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 182,573 shares
    Change vs previous 13F -53,600 shares

    2.95% of the 13F portfolio, value $21,003,198.

    13F-HR 0001172661-25-003265 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 236,173 shares
    Change vs previous 13F +49,885 shares

    3.94% of the 13F portfolio, value $26,222,288.

    13F-HR 0001172661-25-001954 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 186,288 shares
    Change vs previous 13F -585,871 shares

    4.34% of the 13F portfolio, value $26,832,924.

    13F-HR 0001172661-25-000860 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 772,159 shares
    Change vs previous 13F not available

    14.1% of the 13F portfolio, value $102,619,931.

    13F-HR 0001172661-24-004725 filed by Broad Bay Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).