Abu Dhabi’s Mubadala Investment Company and New York-based firm Stonepeak have agreed to co-invest $300 million to establish the world’s largest container leasing platform.
Stonepeak acquired Bermuda-headquartered container leasing company Textainer in 2024, which subsequently purchased competitor Seaco a year later. Seaco operates across key markets including Singapore, the US, Germany, and Australia.
The merged platform is expected to benefit from enhanced scale, an expanded depot network, and a more diversified fleet, reinforcing its competitive standing in a high-growth market.
The combined entity will manage a fleet equivalent to roughly eight million cost equivalent units—a standard metric for assessing transport capacity and costs—and will cater to global trade routes, with a strong focus on Asia, according to a statement from the sovereign investor.
Container leasing remains a vital pillar of global logistics infrastructure, with approximately 75 percent of international trade carried via maritime routes.
Hammad Rahman, Head of Asia Pacific Infrastructure at Mubadala, noted that the company is prioritising partnerships with leading operators to invest in infrastructure platforms that underpin global economic activity.
Mubadala’s infrastructure portfolio spans transportation, logistics, and digital assets, including its stake in Transportation Equipment Network, one of North America’s largest trailer leasing platforms.
The sovereign investor reported last month that its assets under management increased by nearly 20 percent, reaching $385 billion in 2025.
North America represents 44 percent of Mubadala’s portfolio, followed by Europe at 15 percent and Asia Pacific at 13 percent. The firm maintains investments across more than 50 countries, as outlined on its website.
In December, Mubadala offered insight into its global capital allocation strategy, highlighting a focus on expansion in the US and Asia while adopting a more selective approach towards Europe.
Saed Arar, Executive Director and Head of Infrastructure at Mubadala, stated during Abu Dhabi Finance Week that the company’s infrastructure strategy centres on six key sectors: energy transition, digital infrastructure, transport, power, utilities, and a growing segment of industrial assets with infrastructure-like characteristics.
