Ae Industrial Partners, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Ae Industrial Partners, Lp disclosed 4 stock positions valued at approximately $1.37B as of quarter-end June 30, 2026. The largest holdings include Firefly, York, and Cognizant.
- Report Period
- June 30, 2026
- No. of Stocks
- 4
- Portfolio Value
- $1.37B
Holdings by Sector
Ae Industrial Partners, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Firefly | FLY | Industrials | 74.19% | 34,530,582 | -697,172 | -1.98% | $1,015,199,098 |
| York | YSS | Industrials | 21.10% | 11,728,057 | +430,134 | +3.81% | $288,744,763 |
| Cognizant | CTSH | Technology | 4.16% | 1,470,589 | - | - | $56,955,912 |
| Redwire Corporation | RDW | Industrials | 0.55% | 617,086 | -32,997,160 | -98.16% | $7,546,962 |
Showing 4 of 4 holdings in the latest reporting period.