Here’s How the Acquisition Helps FTAI Infrastructure (FIP)

1 month ago 17

Soumya Eswaran

Tue, November 25, 2025 astatine 7:29 AM CST 3 min read

Diamond Hill Capital, an concern absorption company, released its “Small Cap Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Markets continued their rally successful the 3rd quarter, with small-cap stocks gaining implicit 12% arsenic measured by the Russell 2000 Index. However, the portfolio trailed the Russell 2000 Index successful the quarter, returning 7.93% (net of fees). The comparative underperformance was chiefly owed to the rally being driven by sectors that the portfolio typically does not own. For much accusation connected the fund’s apical picks successful 2025, delight cheque its apical 5 holdings.

In its third-quarter 2025 capitalist letter, Diamond Hill Capital Small Cap Strategy highlighted stocks specified arsenic FTAI Infrastructure Inc. (NASDAQ:FIP). Headquartered successful New York, New York, FTAI Infrastructure Inc. (NASDAQ:FIP) acquires, develops, and operates assets and businesses that correspond infrastructure for customers successful the proscription and vigor industries. The one-month instrumentality of FTAI Infrastructure Inc. (NASDAQ:FIP) was -26.11%, and its shares mislaid 53.93% of their worth implicit the past 52 weeks. On November 24, 2025, FTAI Infrastructure Inc. (NASDAQ:FIP) banal closed astatine $3.99 per share, with a marketplace capitalization of $464.015 million.

Diamond Hill Capital Small Cap Strategy stated the pursuing regarding FTAI Infrastructure Inc. (NASDAQ:FIP) successful its 3rd 4th 2025 capitalist letter:

"Bottom contributors successful Q3 included FTAI Infrastructure Inc. (NASDAQ:FIP) and Mesa Laboratories. FTAI Infrastructure, which operates infrastructure assets for transportation, vigor and concern products customers, saw volumes astatine its Jefferson terminal summation slower than expected successful the 4th and performed planned attraction astatine its Long Ridge installation — factors which impacted revenues and weighed connected the stock price. However, during the quarter, FTAI Infrastructure besides announced it volition get The Wheeling Corporation, which owns the Wheeling & Lake Erie Railway Company, a Class II determination freight railroad serving customers successful Ohio, Pennsylvania, West Virginia and Maryland. We judge this acquisition is strategically important and could correspond a pivotal infinitesimal successful the company’s improvement toward becoming chiefly a freight obstruction business, portion besides moving to monetize its different assets."

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Why SFL Corporation (SFL) Stands Out Among Shipping Stocks With Dividends

FTAI Infrastructure Inc. (NASDAQ:FIP) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 24 hedge money portfolios held FTAI Infrastructure Inc. (NASDAQ:FIP) astatine the extremity of the 2nd quarter, the aforesaid arsenic successful the erstwhile quarter.  While we admit the imaginable of FTAI Infrastructure Inc. (NASDAQ:FIP) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.


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