AE INDUSTRIAL PARTNERS, LP

CIK 0001880785 · BOCA RATON, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

AE INDUSTRIAL PARTNERS, LP reported 4 positions worth $1.37B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: FLY (74.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$1.37B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

4 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	FLY	Firefly	SH	$1.02B	74.19%	34,530,582	—	—
▸ 2	YSS	York	SH	$288.7M	21.10%	11,728,057	—	—
▸ 3	CTSH	Cognizant	SH	$57.0M	4.16%	1,470,589	—	—
▸ 4	RDW	Redwire Corporation	SH	$7.5M	0.55%	617,086	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does AE INDUSTRIAL PARTNERS, LP hold as of Q2 2026?

AE INDUSTRIAL PARTNERS, LP reported 4 positions worth $1.37B in its Q2 2026 13F filing. Largest positions: FLY (74.2%), YSS (21.1%), CTSH (4.2%) and RDW (0.6%).

What did AE INDUSTRIAL PARTNERS, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did AE INDUSTRIAL PARTNERS, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.