本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
AIP, LLC (CIK 1714498) reported $95.2M across 2 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TWI ($68.5M, 71.93%), RYAM ($26.7M, 28.07%), VVX ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TWI | TITAN INTL INC ILL | $68.5M | 71.93% | 8.9M | Hold |
| 2 | RYAM | RAYONIER ADVANCED MATLS INC | $26.7M | 28.07% | 3.4M | Hold |
| 3 | VVX | V2X INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30