Aip, LLC
Aip, LLC reported 2 US-listed holdings worth $95.2 million in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: Titan Intl Inc. Ill (71.9%) and Rayonier Advanced Matls Inc. (28.1%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 1.
The 2 largest of its 2 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +17.9% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Sold out of 1
- V2X, Inc. VVX$169.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Titan Intl Inc. Ill TWI | 8.9M | $68.5 million | 71.93% | no change |
| Rayonier Advanced Matls Inc. RYAM | 3.4M | $26.7 million | 28.07% | no change |