Aip, LLC
- SEC CIK
- 0001714498
- Latest filing
- Aug 11, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 11, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 2
- −1 vs. Q1 2026
- Portfolio value
- $95.2M
- −$173.1M (−64.5%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TWITitan International Inc | COM | 8,880,478 | $68.5M | 71.9% | 00.0% | Unchanged | History |
| RYAMRayonier Advanced Materials Inc. | COM | 3,400,000 | $26.7M | 28.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.