FTAI Infrastructure Inc.
FIP- Exchange
- Nasdaq
- Industry
- Railroads, Line-Haul Operating
- SEC CIK
- 0001899883
In the last 90 days, FTAI Infrastructure Inc. insiders filed 2 open-market purchases and 0 sales; 179 institutions reported holding it in 13F filings for Q2 2026, worth $482.6M in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 11, 2026
- $517.6M
- Insider buysLast 90 days, $1.55M in total
- 2
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, −5 vs. previous quarter
- 179
- 13F valueReported value at the end of Q2 2026
- $482.6M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $502.5M
- +51.6% year over year
- Net income, FY2025
- -$152.1M
- No comparable prior period
- Free cash flow, FY2025
- -$398.5M
- No comparable prior period
- Revenue, Q3 FY2026
- $219.0M
- +55.8% year over year
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 17.8M
- Shares sold short
- Change
- −1.47M
- −7.6% vs. previous
- Days to cover
- 13.00
- At average daily volume
Superinvestors holding FIP, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding FIP at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by FTAI Infrastructure Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 12, 2026 (view filing)7:06 AM ET | Nov 10 | 2 days | Nicholson Kenneth J.CEO and President | PPurchaseCommon Stock, par value $0.01 per share | +400.0K | $3.83 | +$1.53M | +18.4%2.58M after | |
| Nov 10, 2026 (view filing)5:10 PM ET | Nov 10 | Same day | Fletcher Carl Russell IVCFO and CAO | PPurchaseCommon Stock, par value $0.01 per share | +5.00K | $3.79 | +$18.9K | +12.5%45.0K after | |
| May 28, 2026 (view filing) | May 28 | Same day | Fletcher Carl Russell IVCFO and CAO | PPurchaseCommon Stock, par value $0.01 per share | +10.0K | $4.58 | +$45.8K | +33.3%40.0K after | |
| Aug 21, 2025 (view filing) | Aug 21 | Same day | Fletcher Carl Russell IVCFO and CAO | PPurchaseCommon Stock, par value $0.01 per share | +10.0K | $4.48 | +$44.8K | +50.0%30.0K after | |
| May 23, 2025 (view filing) | May 23 | Same day | Fletcher Carl Russell IVChief Financial Officer | PPurchaseCommon Stock, par value $0.01 per share | +20.0K | $5.33 | +$106.6K | New position20.0K after | |
| May 22, 2025 (view filing) | May 20 | 2 days | Nicholson Kenneth J.CEO and President | PPurchaseCommon Stock, par value $0.01 per share | +500.0K | $5.22 | +$2.61M | +84.9%1.09M after | |
| Aug 13, 2024 (view filing)5:07 PM ET | Aug 9 | 4 days | Fig LLC and 8 others10% Owner | SSaleCommon Stock, par value $0.01 per share | −3.40M | $9.04 | −$30.7M | −28.8%8.42M after | |
| Aug 3, 2022 (view filing) | Aug 3 | Same day | Christopher ScottCFO, CAO | PPurchase | +7.50K | $2.71 | +$20.3K | +72.8%17.8K after | |
| Aug 3, 2022 (view filing) | Aug 2 | 1 day | Nicholson Kenneth J.President and CEO | PPurchase | +300.0K | $2.93 | +$879.5K | +356.0%384.3K after | 2 lots |
| Aug 2, 2022 (view filing) | Aug 2 | Same day | Adams Joseph P. Jr.Director | PPurchase | +50.0K | $2.75 | +$137.5K | +24.7%252.6K after |
Top 10 13F holders, Q2 2026
See all 179 holdersThe largest institutional positions in FTAI Infrastructure Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 13,490,351 | $62.6M | 0.01% | +1,259,468+10.3% | Added |
| Washington State Investment Board | 11,785,779 | $54.7M | 20.42% | 00.0% | Unchanged |
| BlackRock, Inc. | 8,950,618 | $41.5M | 0.00% | +708,946+8.6% | Added |
| Frontier Capital Management Co LLC | 8,257,704 | $38.3M | 0.36% | +702,012+9.3% | Added |
| Caspian Capital LP | 5,211,307 | $24.2M | 13.73% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 4,847,955 | $22.5M | 0.00% | +162,654+3.5% | Added |
| Alliancebernstein L.P. | 4,253,292 | $21.0M | 0.01% | −944,709−18.2% | Reduced |
| Long Focus Capital Management, LLC | 3,517,209 | $16.3M | 0.67% | −556,096−13.7% | Reduced |
| Royce & Associates LP | 3,307,338 | $15.3M | 0.12% | +410,160+14.2% | Added |
| State Street Corp | 3,001,777 | $13.9M | 0.00% | +307,478+11.4% | Added |
Holders of 5% or more of FIP
See all 5 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of FTAI Infrastructure Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Lif Aiv 1, L.P. | 13D/A | 15.84%22.2M shares | +1.19 ppfrom 14.65% | Mar 5, 20252 filings | Jul 2, 2026 | SEC |
| Wellington Management Group LLP | 13G/A | 11.40%13.5M shares | +1.30 ppfrom 10.10% | Nov 12, 20254 filings | Aug 13, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 6.70%7.67M shares | – | Jul 17, 20251 filing | Jul 17, 2025 | SEC |
| Lebowitz Steven D | 13G | 5.75%6.68M shares | +0.74 ppfrom 5.01% | Apr 16, 20252 filings | Feb 12, 2026 | SEC |
| Frontier Capital Management Co LLC | 13G | 5.65%6.58M shares | New | Feb 17, 20261 filing | Feb 17, 2026 | SEC |
Politician trades
All politician trades in FIP1 member of Congress reported 2 trades in FTAI Infrastructure Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| May 18, 2026 |  Brian Babin House · TX | Sell | $1K-$15K |
| Jun 9, 2023 | Brian Babin House · TX | Buy | $1K-$15K |
House · TX · May 18, 2026
Sell$1K-$15K
House · TX · Jun 9, 2023
Buy$1K-$15K