Howard Marks's FTAI Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 517,328 shares of FTAI Aviation Ltd. (FTAI) worth $101.84 M, representing 1.45% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Howard Marks has maintained a strategic position in FTAI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 585,175 shares. Largest reduction occurred in Q1 2024, reducing 1.17 M shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's FTAI Aviation (FTAI) Holding Value Over Time
Track share changes against reported price movement
Quarterly FTAI Aviation (FTAI) Trades by Howard Marks
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -67,847 | Reduce 11.59% | 517,328 | $196.85 |
| Q3 2025 | +585,175 | New Buy | 585,175 | $166.86 |
| Q1 2024 | -1.17 M | Sold Out | 0 | $0.00 |
| Q4 2023 | -644,472 | Reduce 35.58% | 1.17 M | $46.40 |
| Q3 2023 | -221,577 | Reduce 10.90% | 1.81 M | $35.55 |
| Q3 2021 | +190,000 | Add 10.31% | 2.03 M | $25.38 |
| Q2 2021 | +200,000 | Add 12.17% | 1.84 M | $33.55 |
| Q1 2021 | +1.64 M | New Buy | 1.64 M | $28.19 |
Howard Marks's FTAI Aviation Investment FAQs
Howard Marks first purchased FTAI Aviation Ltd. (FTAI) in Q1 2021, acquiring 1,643,110 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks has held FTAI Aviation Ltd. (FTAI) for 15 quarters since Q1 2021.
Howard Marks's largest addition to FTAI Aviation Ltd. (FTAI) was in Q1 2021, adding 1,643,110 shares worth $46.32 M.
According to the latest 13F filing for Q4 2025, Howard Marks's firm, Oaktree Capital Management Lp, owns 517,328 shares of FTAI Aviation Ltd. (FTAI), valued at approximately $101.84 M.
As of the Q4 2025 filing, FTAI Aviation Ltd. (FTAI) represents approximately 1.45% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in FTAI Aviation Ltd. (FTAI) was 2,033,110 shares, as reported at the end of Q3 2021.