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Institutional

AIP, LLC

CIK 0001714498
$268.3M
Reported AUM
3
Positions
Q1 2026
Period
2026-05-14
Filed

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.

Portfolio · Q1 2026

VVX$169.3MTWI$61.4MRYAM$37.6MAL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VVXV2X INC$86.31-4.16%82.32%71.56%$169.3M63.10%—HELD
2TWITITAN INTL INC ILL$7.65-7.16%-9.79%-7.94%$61.4M22.87%—HELD
3RYAMRAYONIER ADVANCED MATLS INC$8.33-4.91%129.48%17.99%$37.6M14.03%—HELD

Source: SEC EDGAR · accession 0001140361-26-021352. 13F discloses long positions only — shorts, foreign equities, and options are excluded.