Aip, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Aip, LLC disclosed 2 US equity positions worth $95.2m in its Q2 2026 13F filing. The largest position was TWI at 71.9% of the reported book. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 2 holdings.
What did Aip, LLC own in Q2 2026? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TWI TITAN INTL INC ILL | Industrials | 71.9% | $68.5m | 8,880,478 | 0% | held |
| 2 | RYAM RAYONIER ADVANCED MATLS INC | Basic Materials | 28.1% | $26.7m | 3,400,000 | 0% | held |
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.