StockDriftsStockDriftsTop 2 Aip LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TWI | TITAN INTL INC ILL | 71.93% | 8.88M | $68.5M | +0.00%(+0) | $13.67(-47.04%) | 2026-06-30 | |
| RYAM | RAYONIER ADVANCED MATLS INC | 28.07% | 3.40M | $26.7M | +0.00%(+0) | $8.33(+5.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.50% | +24.24% | +11.71% | +73.93% |
| Top 20 Holdings Unweighted | +6.77% | +21.71% | +11.25% | +70.40% |
Aip LLC reports $95.19M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are TWI (71.9%) and RYAM (28.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +24.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Aip LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1714498). View Aip LLC’s 13F filings on SEC