# AE INDUSTRIAL PARTNERS, LP: Form 13F holdings

An institutional investment manager in BOCA RATON, FL. SEC CIK 1880785.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.37bn
- Positions: 4 (4 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1880785/000188078526000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Firefly (FLY)](/companies/fly.md) | COM | $1.02bn | 74.2% | 34,530,582 |  | Reduced −697,172 |
| [York (YSS)](/companies/yss.md) | COM | $288.7m | 21.1% | 11,728,057 |  | Added +430,134 |
| [Cognizant (CTSH)](/companies/ctsh.md) | CL A | $57.0m | 4.2% | 1,470,589 |  | Unchanged |
| [Redwire Corporation (RDW)](/companies/rdw.md) | COM | $7.5m | 0.6% | 617,086 |  | Reduced −32,997,160 |

Source: SEC EDGAR, Form 13F-HR, accession 0001880785-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.