Aip, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Aip, LLC disclosed 3 US equity positions worth $268.3m in its Q1 2026 13F filing. The largest position was VVX at 63.1% of the reported book, followed by TWI and RYAM.
What did Aip, LLC own in Q1 2026? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VVX V2X INC | Industrials | 63.1% | $169.3m | 2,471,854 | – | |
| 2 | TWI TITAN INTL INC ILL | Industrials | 22.9% | $61.4m | 8,880,478 | – | |
| 3 | RYAM RAYONIER ADVANCED MATLS INC | Basic Materials | 14.0% | $37.6m | 3,400,000 | – |
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.