AIP, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
AIP, LLC disclosed 3 US equity positions worth $368.5m in its Q4 2025 13F filing. The largest position was VVX at 74.3% of the reported book, followed by TWI and RYAM. Against the Q3 2025 filing, it opened 1 new position, added to 0 and reduced 1 among the top 3 holdings.
What did AIP, LLC own in Q4 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VVX V2X INC | Industrials | 74.3% | $273.7m | 5,017,286 | -41% | reduced |
| 2 | TWI TITAN INTL INC ILL | Industrials | 25.3% | $93.3m | 11,921,766 | 0% | held |
| 3 | RYAM RAYONIER ADVANCED MATLS INC | Basic Materials | 0.4% | $1.5m | 256,111 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.