# EDGAR Filing Document

**Accession Number:** 0002118195
**File Stem:** 0001193125-26-255952
**Filing Date:** 2026-6
**Character Count:** 5258
**Document Hash:** 216864c8315ac8c02738503d03061981
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-255952.hdr.sgml**: 20260603

**ACCESSION NUMBER**: 0001193125-26-255952

**CONFORMED SUBMISSION TYPE**: 3

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20260603

**FILED AS OF DATE**: 20260603

**DATE AS OF CHANGE**: 20260603

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** AA&D Holdings, LP
- **CENTRAL INDEX KEY:** 0002133740

**ORGANIZATION NAME:**
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 3
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-43323
- **FILM NUMBER:** 261062612

**BUSINESS ADDRESS:**
- **STREET 1:** 335 QUALITY CIRCLE NW
- **CITY:** HUNTSVILLE
- **STATE:** AL
- **ZIP:** 35806
- **BUSINESS PHONE:** 202-983-3291

**MAIL ADDRESS:**
- **STREET 1:** 335 QUALITY CIRCLE NW
- **CITY:** HUNTSVILLE
- **STATE:** AL
- **ZIP:** 35806
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Applied Aerospace & Defense, Inc.
- **CENTRAL INDEX KEY:** 0002118195
- **STANDARD INDUSTRIAL CLASSIFICATION:** AIRCRAFT PART & AUXILIARY EQUIPMENT, NEC [3728]
- **ORGANIZATION NAME:** 04 Manufacturing
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**BUSINESS ADDRESS:**
- **STREET 1:** 355 QUALITY CIRCLE NW
- **CITY:** HUNTSVILLE
- **STATE:** AL
- **BUSINESS PHONE:** 202-983-3291

**MAIL ADDRESS:**
- **STREET 1:** 355 QUALITY CIRCLE NW
- **CITY:** HUNTSVILLE
- **STATE:** AL

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 3

### INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>AA&D Holdings, LP<br><sub>(Last) (First) (Middle)</sub><br>C/O GREENBRIAR EQUITY GROUP, L.P.<br>1 GREENWICH PLAZA<br><sub>(Street)</sub><br>GREENWICH, CT 06830<br><sub>(City) (State) (Zip)</sub> | **3. Issuer Name and Ticker or Trading Symbol**<br>Applied Aerospace & Defense, Inc. [ AADX ] | **5. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  |
| **2. Date of Event Requiring Statement (Month/Day/Year)**<br>2026-06-03 | **4. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director   [X] 10% Owner<br>[ ] Officer (give title below)   [ ] Other (specify below)<br>_ _ | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities Beneficially Owned

---

|  |  |  |  |
| --- | --- | --- | --- |
| 1. Title of Security | 2. Amount of Securities Beneficially Owned | 3. Ownership Form | 4. Nature of Indirect Beneficial Ownership |
| Common Stock | 138243518 | D<sup>(1)</sup> |  |

---

## Table II - Derivative Securities Beneficially Owned

---

|  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 3. Title and Amount of Underlying Securities | 3. Title and Amount of Underlying Securities | 4. Conversion or Exercise Price | 5. Ownership Form | 6. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 4. Conversion or Exercise Price | 5. Ownership Form | 6. Nature of Indirect Beneficial Ownership |
|  |  |  |  |  |  |  |  |

---

### Footnotes:

(1) AA&D Holdings, LP is a Delaware limited partnership managed by affiliates of Greenbriar Equity Group, L.P. GB Eagle GP, LLC ("GB Eagle GP") is the general partner of AA&D Holdings, LP. Greenbriar Equity Capital V, L.P. ("Greenbriar Equity Capital") is the sole member of GB Eagle GP. Greenbriar Equity Capital is controlled by its general partner, Greenbriar Holdings V, LLC, which is managed by a board of managers (the "Board of Managers"). Voting and dispositive power of the securities held directly by AA&D Holdings, LP is exercised by majority vote of the Board of Managers, which includes Noah Roy, who also serves as a member of the Company's board of directors. Each of the foregoing persons disclaims beneficial ownership of the securities except to the extent of its pecuniary interest therein.

**Signature:** AA&D Holdings, LP, By: GB Eagle GP, LLC, its general partner, By: /s/ Noah Blitzer, Vice President  
**Date:** 2026-06-03

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**