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Aip, Llc

Portfolio Manager
Aip, Llc
Performance
+16.37% (2026 Q1)
AUM (13F)
$268.32M
# of Holdings
3
Performance Rank
Allocation (Top 20)
100%

Aip, Llc Holdings Map

Top 3 Aip, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VVX
V2X INC
63.1%2.47M$169.3M
-50.73%(-2.55M)
2025-Q1: 14.17M shares2025-Q2: 12.17M shares2025-Q3: 8.47M shares2025-Q4: 5.02M shares2026-Q1: 2.47M shares
$34.43(+106.07%)
2026-03-31
TWI
TITAN INTL INC ILL
22.87%8.88M$61.4M
-25.51%(-3.04M)
2025-Q1: 11.92M shares2025-Q2: 11.92M shares2025-Q3: 11.92M shares2025-Q4: 11.92M shares2026-Q1: 8.88M shares
$13.67(-43.09%)
2026-03-31
RYAM
RAYONIER ADVANCED MATLS INC
14.03%3.40M$37.6M
+1227.55%(+3.14M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 256.1K shares2026-Q1: 3.40M shares
$8.33(+11.46%)
2026-03-31

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