Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AE INDUSTRIAL PARTNERS, LP (CIK 1880785) reported $1.37B across 4 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FLY ($1.02B, 74.19%), YSS ($288.7M, 21.10%), CTSH ($57.0M, 4.16%), RDW ($7.5M, 0.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLY | Firefly | $1.02B | 74.19% | 34.5M | Trimmed |
| 2 | YSS | York | $288.7M | 21.10% | 11.7M | Added |
| 3 | CTSH | Cognizant | $57.0M | 4.16% | 1.5M | Hold |
| 4 | RDW | Redwire Corporation | $7.5M | 0.55% | 617,086 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30