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Aip, LLC

SEC CIK
0001714498
Latest filing
Aug 11, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
3
+1 vs. Q3 2025
Portfolio value
$368.5M
−$213.4M (−36.7%) vs. Q3 2025
Filed
Feb 13, 2026
SEC
Holdings of Aip, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
VVXV2X, Inc.COM5,017,286$273.7M74.3%−3,450,000−40.7%ReducedHistory
TWITitan International IncCOM11,921,766$93.3M25.3%00.0%UnchangedHistory
RYAMRayonier Advanced Materials Inc.COM256,111$1.51M0.4%+256,111NewHistory