Investor
AIP, LLC
CIK 0001714498 · filed 2026-05-14 · SEC filing
13F book
$268.3M
Positions
3
Largest name
63.1%
V2X, Inc. · VVX
Est. mark
$27.6M
Price effect on 3 names still held. Flow −$127.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| V2X, Inc. | VVX | 2.47M | $169.3M | 63.1% | $34.5M | Cut−$104.4M |
| Titan Intl Inc Ill | — | 8.88M | $61.4M | 22.9% | −$8.17M | Cut−$32M |
| Rayonier Advanced Matls Inc | — | 3.4M | $37.6M | 14.0% | $1.33M | Added$36.1M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.