What smart money is saying about FTAI Infrastructure Inc.
3 funds in our archive have pitched FTAI Infrastructure Inc., most recently Tourlite Capital in December 2025.
FTAI Infrastructure Inc. focuses on acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation and energy industries. It operates a multi-modal crude oil and refined products terminal, and other related assets. The company also has a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities; and a 1,660-acre multi-modal port located along the Ohio River with rail, dock, and multiple industrial development opportunities, including a power plant under construction. In addition, it operates five freight railroads and one switching facility. FTAI Infrastructure Inc. was incorporated in 2021 and is based in New York, New York. FTAI Infrastructure Inc. (NasdaqGS : FIP) operates independently of Fortress Transportation and Infrastructure Investors LLC as of August 1, 2022.
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Position history
Between Q4 2024 and Q4 2025, 2 fund letters reported a position in FTAI Infrastructure Inc., with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- HoldsTourlite CapitalDecember 2025
“FTAI Infrastructure (FIP) Looking ahead to 2026, we expect FIP to take strategic action with Long Ridge, refinance its bridge loan from the Wheeling acquisition, and potentially divest Repauno as the company continues its transition toward a pure-play rail business.”
FTAI Infrastructure Inc. - New positionDiamons Hill Small Cap FundDecember 2024
“Portfolio Activity As valuations have continued rising and the economic cycle has gotten relatively long in the tooth, it’s become increasingly challenging to find high-quality, small-cap companies trading at attractive discounts to their intrinsic values. However, given the neglected pool of opportunities and our lunch pail mentality, the quarter yielded several new positions to the portfolio, including FTAI Infrastructure, Mesa Laboratories, Cimpress and Curbline Properties.”
FTAI Infrastructure Inc.
Fund coverage · 3 theses
- Tourlite CapitalDecember 2025
FTAI Infrastructure is transitioning to a pure-play rail business with significant asset value in Transtar RailCo, Repauno, and Long Ridge, supporting material upside as catalysts play out.
Read the full thesis - Tourlite CapitalSeptember 2025
FTAI Infrastructure (FIP) is poised for significant growth, potentially exceeding $15 per share, driven by strategic acquisitions, anticipated EBITDA increases from its infrastructure assets, and upcoming catalysts, despite initial market concerns over leverage.
Read the full thesis - Diamons Hill Small Cap FundDecember 2024
FTAI Infrastructure is strategically positioned with critical infrastructure assets that capitalize on long-term trends in energy transition, global trade, and efficient logistics.
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