Aip, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Aip, LLC reported 5 stock positions worth $1.1 billion. Its top holding was V2X (VVX) at 82.2% of the portfolio, followed by Titan International (TWI, 13.8%) and Rev (REVG, 3.6%). Compared with Q4 2023, it opened 3 new positions and reduced 1. The biggest buy was a new position in Titan International (TWI) and the biggest sale Rev (REVG, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001714498
- Portfolio Value
- $1.1B (Q1 2024)
- SEC Filing
- 0001140361-24-025956 ↗ filed May 14, 2024
Holdings Value
Holdings 5 stocks · $1.1B
Portfolio Sells Q4 2023 → Q1 2024
| REVG Rev Group Inc. | Reduce -93.6% | 3.62% | −32.63 |
Portfolio Buys Q4 2023 → Q1 2024
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 |