Aip, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Aip, LLC reported 5 stock positions worth $1.0 billion. Its top holding was V2X (VVX) at 88.1% of the portfolio, followed by Titan International (TWI, 8.6%) and Rev (REVG, 2.9%). Compared with Q1 2024, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Kodiak Gas Services (KGS) and the biggest sale Rev (REVG, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001714498
- Portfolio Value
- $1.0B (Q2 2024)
- SEC Filing
- 0001140361-24-037170 ↗ filed Aug 14, 2024
Holdings Value
Holdings 5 stocks · $1.0B
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| KGS Kodiak Gas Services Inc. | New | 0.32% | +0.32 |
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 |