Aip, LLC
- SEC CIK
- 0001714498
- Latest filing
- Aug 11, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 3
- 0 vs. Q4 2025
- Portfolio value
- $268.3M
- −$100.2M (−27.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VVXV2X, Inc. | COM | 2,471,854 | $169.3M | 63.1% | −2,545,432−50.7% | Reduced | History |
| TWITitan International Inc | COM | 8,880,478 | $61.4M | 22.9% | −3,041,288−25.5% | Reduced | History |
| RYAMRayonier Advanced Materials Inc. | COM | 3,400,000 | $37.6M | 14.0% | +3,143,889+1,227.5% | Added | History |