AE INDUSTRIAL PARTNERS, LP
CIK 1880785
13F filing for Q2 2026・No. 2,110
- Holdings
- US$1.37B
- Quarter change
- −US$260.9M
- Entries
- 4
- Net bought (estimate)
- −US$413.46M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 2
- Added 1
- Corporate actions 0
- Unchanged 1
Largest holdings
4 stocks worth US$1.37B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FLYFireflyCOM | Cut | 34,530,582 | US$1.02B | 74.19% |
| YSSYorkCOM | Added | 11,728,057 | US$288.74M | 21.10% |
| CTSHCognizantCL A | Unchanged | 1,470,589 | US$56.96M | 4.16% |
| Redwire CorporationCOM | Cut | 617,086 | US$7.55M | 0.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.