Fund HoldingsAE INDUSTRIAL PARTNERS, LP

Total Portfolio Value
$1.63B
Total Bought
$250.47M
Total Sold
$410.43M
Net Transaction
-$159.95M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
York(YSS)011,297,923+11,297,9230250,47515.37%+250,475
Firefly(FLY)35,227,75435,227,7540788,0451,002,93461.55%+214,889
Cognizant(CTSH)1,470,5891,470,5890122,05990,2215.54%-31,838
Redwire Corporation(RDW)91,598,70433,614,246-57,984,458696,150285,72117.54%-410,429
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