AIP, LLC — Q4 2025 13F-HR

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Q4 2025 · 13F-HR

AIP, LLCholdings as filed

Filed 2026-02-13 · accession 0001140361-26-005485

$368.5M

Reported value

Positions

2025-12-31

Period end

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The Brief · AIP, LLC · Q4 2025

AI · grounded in 13F

AIP, LLC established a new position in Rayonier Advanced Matls Inc RYAM valued at $1.51M. The fund also reduced its stake in V2X Inc VVX by 40.75%. These moves leave the fund with a total of 3 positions and $368.55M in assets under management.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
92242T101	VVX	V2X INC	$273.7M	74.3%	5,017,286	Common	SOLE
88830M102	TWI	TITAN INTL INC ILL	$93.3M	25.3%	11,921,766	Common	SOLE
75508B104	RYAM	RAYONIER ADVANCED MATLS INC	$1.5M	0.41%	256,111	Common	SOLE

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.