The Analysis of AE INDUSTRIAL PARTNERS, LP's Holdings & P&L

Currently, AE INDUSTRIAL PARTNERS, LP holds 4 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in N/A (+11.3M shares, valued at $250.5M); decreased their positions in RDW (-58.0M shares, valued at $492.9M); initiated new positions in N/A (+11.3M shares, valued at $250.5M).

1M P&L

+1.1B+45.16%

3M P&L

+1.9B+123.55%

HY P&L

+2.2B+185.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Aerospace & Defense1.5B

92.4%

2Information Technology Services122.1M

7.6%

Top Industries by Stock Count

1Aerospace & Defense2 stocks

66.7%

2Information Technology Services1 stocks

33.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FLY Firefly35.2M shares0.00%2026-03-312026-05-14

RDW Redwire Corporation33.6M shares-63.30%2026-03-312026-05-14

York York11.3M sharesnew addition2026-03-312026-05-14

CTSH Cognizant1.5M shares0.00%2026-03-312026-05-14

FLY

Firefly

0.00%

Shares35.2M

Event2026-03-31

Filed2026-05-14

RDW

Redwire Corporation

-63.30%

Shares33.6M

Event2026-03-31

Filed2026-05-14

York

New

Shares11.3M

Event2026-03-31

Filed2026-05-14

CTSH

Cognizant

0.00%

Shares1.5M

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available