Aip, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Aip, LLC reported 3 stock positions worth $268.3 million. Its top holding was V2X (VVX) at 63.1% of the portfolio, followed by Titan International (TWI, 22.9%) and Rayonier Advanced Materials (RYAM, 14.0%). Compared with Q4 2025, it added to 1 and reduced 2. The biggest buy was Rayonier Advanced Materials (RYAM, shares +1228%) and the biggest sale V2X (VVX, shares −51%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001714498
Portfolio Value
$268.3M (Q1 2026)
SEC Filing
0001140361-26-021352 ↗ filed May 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.1B Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $758.6M Q4 2024 Q1 2025: $794.9M Q1 2025 Q2 2025: $713.2M Q2 2025 Q3 2025: $582.0M Q3 2025 Q4 2025: $368.5M Q4 2025 Q1 2026: $268.3M $268.3M Q1 2026 Q2 2026: $95.2M Q2 2026

Holdings 3 stocks · $268.3M
VVX V2X Inc. 63.10% 2,471,854 $169.3M Reduce -50.7%
TWI Titan International Inc. 22.87% 8,880,478 $61.4M Reduce -25.5%
RYAM Rayonier Advanced Materials 14.03% 3,400,000 $37.6M Add +1227.5%

Portfolio Sells Q4 2025 → Q1 2026
VVX V2X Inc. Reduce -50.7% 63.10% −11.16
TWI Titan International Inc. Reduce -25.5% 22.87% −2.46

Portfolio Buys Q4 2025 → Q1 2026
RYAM Rayonier Advanced Materials Add +1227.5% 14.03% +13.62

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$95.2MTWI, RYAM
Q1 2026 3$268.3MVVX, TWI, RYAM
Q4 2025 3$368.5MVVX, TWI, RYAM
Q3 2025 2$582.0MVVX, TWI
Q2 2025 2$713.2MVVX, TWI
Q1 2025 2$794.9MVVX, TWI
Q4 2024 2$758.6MVVX, TWI
Q3 2024 3$1.0BVVX, TWI, EVVAQ
Q2 2024 5$1.0BVVX, TWI, REVG, KGS, EVVAQ
Q1 2024 5$1.1BVVX, TWI, REVG, CCLP, EVVAQ