Ae Industrial Partners, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Ae Industrial Partners, LP reported 4 stock positions worth $1.0 billion. Its top holding was Redwire (RDW) at 58.8% of the portfolio, followed by Bigbear.ai (BBAI, 28.5%) and Cognizant Tech Solutions-A (CTSH, 11.3%).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001880785
- Portfolio Value
- $1.0B (Q4 2024)
- SEC Filing
- 0001880785-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 4 stocks · $1.0B
| RDW Redwire Corp. | 58.75% | 35,721,318 | $588.0M | — |
| BBAI Bigbear.ai Holdings Inc. | 28.45% | 63,982,145 | $284.7M | — |
| CTSH Cognizant Tech Solutions-A | 11.30% | 1,470,588 | $113.1M | — |
| VSEC Vse Corp. | 1.49% | 157,152 | $14.9M | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $32.9M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| RDW.WS Redwire Corp. -CW27 | *W EXP 05/27/202 | 2,000,000 | $32.9M | — |
Total filed on the 13F, all lines: $1.0B.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.