Ae Industrial Partners, Lp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value

$1.63B

Q ending 2026-03-31

Prior quarter

$1.61B

Q ending 2025-12-31

Change

+1.4% QoQ · +150.7% YoY

Positions

reported holdings

Largest positions

All 4 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.

Holding	Ticker	Type	Value ▼	Shares
Firefly	FLY	Shares	$1.00B	35.2M
Redwire Corporation	RDW	Shares	$285.7M	33.6M
York	YSS	Shares	$250.5M	11.3M
Cognizant	CTSH	Shares	$90.2M	1.5M

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.