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Aip, LLC

13F filer · CIK 0001714498
Reported Aug 11, 2026
Net seller this quarter
13F portfolio value$95.2MU.S. long equity reported on 13F
Positions20 new · 1 closed
Net flow last quarter-$184MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 11, 20262 positions
TWITitan International Inc$68.5M71.93%13.77%Not reportedQ1 2024
RYAMRayonier Advanced Materials Inc.$26.7M28.07%5.03%Not reportedQ4 2025
Q1 2026Reported May 14, 20263 positions
VVXV2X, Inc.$169M63.10%7.93%-50.7%Q3 2022
TWITitan International Inc$61.4M22.87%13.81%-25.5%Q1 2024
RYAMRayonier Advanced Materials Inc.$37.6M14.03%5.04%+1227.6%Q4 2025
Q4 2025Reported Feb 13, 20263 positions
VVXV2X, Inc.$274M74.26%16.10%-40.8%Q3 2022
TWITitan International Inc$93.3M25.33%18.64%Not reportedQ1 2024
RYAMRayonier Advanced Materials Inc.$1.51M0.41%0.38%NewQ4 2025
Q3 2025Reported Nov 12, 20252 positions
VVXV2X, Inc.$492M84.51%26.85%-30.4%Q3 2022
TWITitan International Inc$90.1M15.49%18.66%Not reportedQ1 2024
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