MondegarAI
AIP, LLC

Q1 2026 · 13F-HR

AIP, LLCholdings as filed

Filed 2026-05-14 · accession 0001140361-26-021352

$268.3M
Reported value
3
Positions
2026-03-31
Period end
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The Brief · AIP, LLC · Q1 2026

AI · grounded in 13F

AIP, LLC accumulated shares of RYAM by 1,227.55%. The fund also trimmed its positions in VVX by 50.73% and TWI by 25.51%. These moves brought the fund's total assets under management to $268.32M across three positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92242T101VVXV2X INC$169.3M63.1%2,471,854CommonSHARED
88830M102TWITITAN INTL INC ILL$61.4M22.9%8,880,478CommonSHARED
75508B104RYAMRAYONIER ADVANCED MATLS INC$37.6M14.0%3,400,000CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.