Aip, LLC 13F Holdings · Q2 2026
Aip, LLC reported 2 securities worth $95.19M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TWI (71.93%), RYAM (28.07%), VVX (0.00%). Among its top 25 positions this quarter: 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TWI | TITAN INTL INC ILL | $68.5M | 71.93% | 8.9M | Hold |
| 2 | RYAM | RAYONIER ADVANCED MATLS INC | $26.7M | 28.07% | 3.4M | Hold |
| 3 | VVX | V2X INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR