Ae Industrial Partners, LP 13F holdings
Ae Industrial Partners, LP reported 4 positions with a total reported value of $1.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: FLY Firefly (74.2%), YSS York (21.1%), CTSH Cognizant (4.2%), RDW Redwire Corporation (0.6%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
4 largest of 4 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| FLY Firefly | 34,530,582 | $1.0B | 74.2% |
| YSS York | 11,728,057 | $288.7M | 21.1% |
| CTSH Cognizant | 1,470,589 | $57.0M | 4.2% |
| RDW Redwire Corporation | 617,086 | $7.5M | 0.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| YSS York | 11,297,923 | 11,728,057 | +3.8% | $288.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RDW Redwire Corporation | 33,614,246 | 617,086 | -98.2% | $7.5M |
| FLY Firefly | 35,227,754 | 34,530,582 | -2.0% | $1.0B |
CIK 1880785 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
