Filed: 5/14/2026ACC: 0001880785-26-000004
📋 What this filing means
AE INDUSTRIAL PARTNERS, LP filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $1.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$1.63B
Total AUM (reported)
81.61M
Total Shares
Allocation by class
COM$1.54B94.5%
CL A$90.22M5.5%
Portfolio Concentration
Top 3$1.54B94.5%
4–10$90.22M5.5%
Top 3 weight
94.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 81.61M
Sole
Full voting authority
81.61M
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)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
Firefly
SOLEShares35.23M
TypeSH
Market value$1.00B
61.55%
Sole
35.23M
Shared
0.00
None
0.00
Redwire Corporation
SOLEShares33.61M
TypeSH
Market value$285.72M
17.54%
Sole
33.61M
Shared
0.00
None
0.00
York
SOLEShares11.30M
TypeSH
Market value$250.47M
15.37%
Sole
11.30M
Shared
0.00
None
0.00
Cognizant
SOLEShares1.47M
TypeSH
Market value$90.22M
5.54%
Sole
1.47M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FireflySOLE | COM | 35.23M | SH | $1.00B 61.55% | 35.23M | 0.00 | 0.00 |
Redwire CorporationSOLE | COM | 33.61M | SH | $285.72M 17.54% | 33.61M | 0.00 | 0.00 |
YorkSOLE | COM | 11.30M | SH | $250.47M 15.37% | 11.30M | 0.00 | 0.00 |
CognizantSOLE | CL A | 1.47M | SH | $90.22M 5.54% | 1.47M | 0.00 | 0.00 |