AE INDUSTRIAL PARTNERS, LP — Q2 2025 13F-HR

← AE INDUSTRIAL PARTNERS, LP

Q2 2025 · 13F-HR

AE INDUSTRIAL PARTNERS, LPholdings as filed

Filed 2025-08-22 · accession 0001880785-25-000004

$1.76B

Reported value

Positions

2025-06-30

Period end

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The Brief · AE INDUSTRIAL PARTNERS, LP · Q2 2025

AI · grounded in 13F

AE INDUSTRIAL PARTNERS, LP established a new position in Redwire Corporation RDW valued at $1.63B. The fund also added new positions in Cognizant CTSH for $114.75M and VSE Corp VSEC for $10.29M. These three holdings comprise the fund's total AUM of $1.76B.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
75776W103	RDW	Redwire Corporation	$1.63B	92.9%	85,496,745	Common	SOLE
192446102	CTSH	Cognizant	$114.8M	6.52%	1,470,588	Common	SOLE
918284100	VSEC	VSE Corp	$10.3M	0.58%	78,576	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.