Aip, LLC 13F holdings
Aip, LLC reported 2 positions with a total reported value of $95.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-11. Top holdings by reported value: TITAN INTL INC ILL (71.9%), RYAM RAYONIER ADVANCED MATLS INC (28.1%). Against 2026-03-31 it opened 0 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
2 largest of 2 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TITAN INTL INC ILL | 8,880,478 | $68.5M | 71.9% |
| RYAM RAYONIER ADVANCED MATLS INC | 3,400,000 | $26.7M | 28.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| VVX V2X INC | 2,471,854 | $169.3M | 63.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
No position was decreased.
CIK 1714498 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
