Ae Industrial Partners, LP

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed August 22, 2025), Ae Industrial Partners, LP reported 4 stock positions worth $649.9 million. Its top holding was Redwire (RDW) at 67.7% of the portfolio, followed by Cognizant Tech Solutions-A (CTSH, 17.3%) and Bigbear.ai (BBAI, 12.1%). Compared with Q4 2024, it added to 1 and reduced 2. The biggest buy was Redwire (RDW, shares +0%) and the biggest sale Bigbear.ai (BBAI, shares −57%).

Most Recent 13F
Q2 2026
Location
BOCA RATON, FL
CIK
0001880785
Portfolio Value
$649.9M (Q1 2025)
SEC Filing
0001880785-25-000003 ↗ filed Aug 22, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q4 2024: $1.0B Q4 2024 Q1 2025: $649.9M $649.9M Q1 2025 Q2 2025: $1.8B Q2 2025 Q3 2025: $2.0B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 4 stocks · $649.9M
RDW Redwire Corp. 67.72% 35,731,483 $440.1M Add +0.0%
CTSH Cognizant Tech Solutions-A 17.31% 1,470,588 $112.5M No change
BBAI Bigbear.ai Holdings Inc. 12.07% 27,430,402 $78.5M Reduce -57.1%
VSEC Vse Corp. 2.90% 78,576 $18.9M Reduce -50.0%

Portfolio Sells Q4 2024 → Q1 2025
BBAI Bigbear.ai Holdings Inc. Reduce -57.1% 12.07% −16.38
VSEC Vse Corp. Reduce -50.0% 2.90% +1.41

Portfolio Buys Q4 2024 → Q1 2025
RDW Redwire Corp. Add +0.0% 67.72% +8.96

Notes & Other Activity Q4 2024 → Q1 2025
RDW.WS Redwire Corp. -CW27 *W EXP 05/27/202 Sold out 2,000,000 $32.9Mbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$1.4BFLY, YSS, CTSH, RDW
Q1 2026 4$1.6BFLY, RDW, YSS, CTSH
Q4 2025 3$1.6BFLY, RDW, CTSH
Q3 2025 3$2.0BFLY, RDW, CTSH
Q2 2025 3$1.8BRDW, CTSH, VSEC
Q1 2025 4$649.9MRDW, CTSH, BBAI, VSEC
Q4 2024 4$1.0BRDW, BBAI, CTSH, VSEC