AE INDUSTRIAL PARTNERS, LP

AE INDUSTRIAL PARTNERS, LP manages $1.6B across a concentrated portfolio of three key positions. The fund exhibits significant conviction in its top holdings, notably allocating $788.0M to FLY and $696.2M to RDW. These two positions alone account for over 85% of the reported assets under management. The structure suggests a highly concentrated, deep-value approach targeting specific industrial sectors.

📌 Top Holdings