AE INDUSTRIAL PARTNERS, LP

Est. AUM

$1.63B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Firefly	COM	$1.00B	35227754	61.55%	SOLE
2	Redwire Corporation	COM	$285.7M	33614246	17.54%	SOLE
3	York	COM	$250.5M	11297923	15.37%	SOLE
4	Cognizant	CL A	$90.2M	1470589	5.54%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.