Crossroads Capital’s Q1 2026 letter highlights FTAI Aviation’s 120% 52-week gain and $25.86 billion market cap amid broader market volatility.
FTAI Aviation Ltd. (NASDAQ:FTAI) closed at $252.13 on May 22, 2026, marking a 120.05% gain over the past 52 weeks and a 9.68% one-month return. The company’s market capitalization stands at $25.86 billion.
Crossroads Capital LLC’s Q1 2026 investor letter noted the firm’s 4.2% net gain for the quarter, despite a 4.3% drop in the S&P 500 due to geopolitical tensions. The fund’s gross and net exposures were 114.1% and 73.3%, respectively, as of March 2026.
The letter identified FTAI Aviation as a key contributor to performance, reflecting confidence in the aviation sector’s special situations. The broader market’s volatility contrasted with the fund’s constructive outlook on select holdings.