Aip, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Aip, LLC reported 2 stock positions worth $95.2 million. Its top holding was Titan International (TWI) at 71.9% of the portfolio, followed by Rayonier Advanced Materials (RYAM, 28.1%). Compared with Q1 2026, it sold out of 1. The biggest sale was an exit from V2X (VVX).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001714498
- Portfolio Value
- $95.2M (Q2 2026)
- SEC Filing
- 0001140361-26-032123 ↗ filed Aug 11, 2026
Holdings Value
Holdings 2 stocks · $95.2M
Portfolio Sells Q1 2026 → Q2 2026
| VVX V2X Inc. | Sold out | 0.00% | −63.10 |
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $95.2M | TWI, RYAM |
| Q1 2026 | 3 | $268.3M | VVX, TWI, RYAM |
| Q4 2025 | 3 | $368.5M | VVX, TWI, RYAM |
| Q3 2025 | 2 | $582.0M | VVX, TWI |
| Q2 2025 | 2 | $713.2M | VVX, TWI |
| Q1 2025 | 2 | $794.9M | VVX, TWI |
| Q4 2024 | 2 | $758.6M | VVX, TWI |
| Q3 2024 | 3 | $1.0B | VVX, TWI, EVVAQ |
| Q2 2024 | 5 | $1.0B | VVX, TWI, REVG, KGS, EVVAQ |
| Q1 2024 | 5 | $1.1B | VVX, TWI, REVG, CCLP, EVVAQ |