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AE INDUSTRIAL PARTNERS, LP — 13F Holdings & Portfolio

CIK 1880785 · latest 13F-HR filed 2026-05-14

Backtest portfolio

AE INDUSTRIAL PARTNERS, LP manages $1.63B in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are FLY (61.55%), RDW (17.54%), YSS (15.37%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 0, added to 1, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.63B

Long-equity book

Holdings

4

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+1 / −0 / ↑1 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Firefly$214.9M +27.3%
Show all 1 →

Top Trims

  • Redwire Corporation-$410.4M -59.0%
  • Cognizant-$31.8M -26.1%
Show all 2 →

New Positions

  • York$250.5M
Show all 1 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Firefly FLY 31816X106 $1.00B 61.55% 35,227,754 SH
2 Redwire Corporation RDW 75776W103 $285.7M 17.54% 33,614,246 SH
3 York YSS 987084100 $250.5M 15.37% 11,297,923 SH
4 Cognizant CTSH 192446102 $90.2M 5.54% 1,470,589 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $1.63B 4 0001880785-26-000004
2025-12-31 2026-02-11 $1.61B 3 0001880785-26-000002
2025-09-30 2025-11-07 $1.99B 3 0001880785-25-000006