Caspian Capital LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Caspian Capital LP reported 4 stock positions worth $61.5 million. Its top holding was Ftai Infrastructure (FIP) at 44.5% of the portfolio, followed by Ftai Aviation (FTAI, 33.6%) and Hudson Technologies (HDSN, 12.5%). Compared with Q4 2023, it opened 1 new position, added to 1 and reduced 1. The biggest buy was Ftai Infrastructure (FIP, shares +174%) and the biggest sale Ftai Aviation (FTAI, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001518999
- Portfolio Value
- $61.5M (Q1 2024)
- SEC Filing
- 0001172661-24-002404 ↗ filed May 15, 2024
Holdings Value
Holdings 4 stocks · $61.5M
| FIP Ftai Infrastructure Inc. | 44.51% | 4,361,307 | $27.4M | Add +174.1% |
| FTAI Ftai Aviation Ltd. | 33.62% | 307,420 | $20.7M | Reduce -63.1% |
| HDSN Hudson Technologies Inc. | 12.51% | 699,359 | $7.7M | New |
| BLCO Bausch + Lomb Corp. | 9.36% | 333,124 | $5.8M | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $29K (not counted above)
Total filed on the 13F, all lines: $61.6M.
Portfolio Sells Q4 2023 → Q1 2024
| FTAI Ftai Aviation Ltd. | Reduce -63.1% | 33.62% | −42.87 |
Portfolio Buys Q4 2023 → Q1 2024
Notes & Other Activity Q4 2023 → Q1 2024
| OTECW Oceantech Acquisitions- CW A | *W EXP 99/99/999 | Sold out | 100,000 | $2Kbefore exit |
| ACAHW Atlantic Coastal Acq A -CW27 | *W EXP 03/02/202 | Sold out | 16,666 | $488before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.