Ae Industrial Partners, LP
Net seller this quarter
$1.37B
4
-$413M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FLY | $1.02B | 74.19% | 20.78% | -2.0% | Q3 2025 |
 YSS | $289M | 21.10% | 9.07% | +3.8% | Q1 2026 |
 CTSH | $57M | 4.16% | 0.33% | Not reported | Q4 2024 |
 RDW | $7.55M | 0.55% | 0.25% | -98.2% | Q4 2024 |
| Q1 2026 | |||||
| FLY | $1B | 61.55% | 22.01% | Not reported | Q3 2025 |
| RDW | $286M | 17.54% | 16.90% | -63.3% | Q4 2024 |
| YSS | $250M | 15.37% | 8.85% | New | Q1 2026 |
| CTSH | $90.2M | 5.54% | 0.31% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| FLY | $788M | 49.06% | 22.12% | -2.9% | Q3 2025 |
| RDW | $696M | 43.34% | 47.73% | Not reported | Q4 2024 |
| CTSH | $122M | 7.60% | 0.31% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| FLY | $1.06B | 53.57% | 24.49% | New | Q3 2025 |
| RDW | $823M | 41.46% | 59.02% | Not reported | Q4 2024 |
| CTSH | $98.6M | 4.97% | 0.30% | Not reported | Q4 2024 |