Filed: 2/11/2026ACC: 0001880785-26-000002
📋 What this filing means
AE INDUSTRIAL PARTNERS, LP filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $1.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$1.61B
Total AUM (reported)
128.30M
Total Shares
Allocation by class
COM$1.48B92.4%
CL A$122.06M7.6%
Portfolio Concentration
Top 3$1.61B100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 128.30M
Sole
Full voting authority
128.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:
Firefly
SOLEShares35.23M
TypeSH
Market value$788.04M
49.06%
Sole
35.23M
Shared
0.00
None
0.00
Redwire Corporation
SOLEShares91.60M
TypeSH
Market value$696.15M
43.34%
Sole
91.60M
Shared
0.00
None
0.00
Cognizant
SOLEShares1.47M
TypeSH
Market value$122.06M
7.60%
Sole
1.47M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FireflySOLE | COM | 35.23M | SH | $788.04M 49.06% | 35.23M | 0.00 | 0.00 |
Redwire CorporationSOLE | COM | 91.60M | SH | $696.15M 43.34% | 91.60M | 0.00 | 0.00 |
CognizantSOLE | CL A | 1.47M | SH | $122.06M 7.60% | 1.47M | 0.00 | 0.00 |