Ftai Infrastructure Inc (FIP) 13F Investor Activity Report (Q2 2026)

FIP ranks #3290 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

FIP is a top-conviction position for Washington State Investment Board — at 20.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in FIP belongs to California State Teachers Retirement System, but the position matters far more to Washington State Investment Board, who has 20.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its FIP position for two straight quarters, increasing it by $145.2M to reach $145.7M today.

Long Focus Capital Management, LLC has trimmed its FIP position for two straight quarters, cutting it by $9.9M while still holding $16.3M.

FIP is down 1.1% today, but institutions show net buying of $42.6M this quarter — a divergence between today's price move and the underlying institutional flow.

FIP reported a net loss of $468.9M over the trailing twelve months.

• Not yet profitable — net loss of $468.9M over the trailing twelve months
• Revenue grew 72.3% year over year
• Net income declined year over year, from -$117.4M to -$468.9M
• Operating cash flow was negative, using $118.0M in cash
• Current ratio of 1.18x — below the conventional 1.5x liquidity buffer
• Liabilities run 225.32x equity — a highly leveraged balance sheet worth noting