Aip, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Aip, LLC reported 2 stock positions worth $713.2 million. Its top holding was V2X (VVX) at 82.8% of the portfolio, followed by Titan International (TWI, 17.2%). Compared with Q1 2025, it reduced 1. The biggest sale was V2X (VVX, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001714498
- Portfolio Value
- $713.2M (Q2 2025)
- SEC Filing
- 0001140361-25-031215 ↗ filed Aug 14, 2025
Holdings Value
Holdings 2 stocks · $713.2M
Portfolio Sells Q1 2025 → Q2 2025
| VVX V2X Inc. | Reduce -14.1% | 82.83% | −4.59 |
Portfolio Buys Q1 2025 → Q2 2025
| 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 |