Equal-WT
WhaleScore 2.0
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Aip is based out of New York. Aip is a hedge fund with 9 clients and discretionary assets under management (AUM) of $16,555,852,322 (Form ADV from 2024-03-27). Their last reported 13F filing for Q2 2024 included $1,033,078,434 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Aip's largest holding is V2X Inc with shares held of 18,967,286. Whalewisdom has at least 27 13F filings
Business Description
The advisory business involves engaging and retaining Consultants to provide services to the Funds and/or Portfolio Companies. These services can include operational, transactional, due diligence, and managerial advice or services related to manufacturing, engineering, or information technology. Consultants may have experience in various areas such as lean, supply chain, sales, inventory and operations planning, procurement, financial accounting, treasury, pricing, enterprise resource planning, and commercial strategies.
The Firm, as a registered investment adviser, is subject to periodic reporting and compliance obligations under federal and state securities laws. The regulatory environment is increasingly complex and expensive to navigate, potentially leading to increased expenses associated with the Funds' activities and requiring additional resources from the Firm.
Investment Strategy
American Industrial Partners (AIP) aims to provide its clients with attractive risk-adjusted returns by acquiring control positions in underperforming industrial companies headquartered in the US and Canada. These companies typically have EBITDA between $0 and $350 million. AIP then collaborates with the company's management to implement a comprehensive operating agenda designed to improve the company's performance.
AIP faces competition from other investors with similar objectives, including strategic industry acquirers and other investment partnerships. The firm may also allocate investment opportunities among its various funds based on factors such as the nature of the investment focus, available capital, and the involvement of investment professionals. AIP acknowledges the inherent uncertainty in its investment strategy, particularly in cases where the success of an investment depends on restructuring and improving the operations of a portfolio company.
Owners
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Known Email Addresses
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Other Contact Information
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2024-06-30
Top Buys (13F)
| Name | % Change |
|---|---|
| KGS Kodiak Gas Services | 0.32% |
2024-06-30
Top Sells (13F)
| Name | % Change |
|---|---|
| REVG REV Group Inc | 0.68% |
| CCLP CSI Compressco LP | 0.3% |
2024-06-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| VVX V2X Inc | 88.05% |
| TWI Titan International, | 8.55% |
| REVG REV Group Inc | 2.94% |
| KGS Kodiak Gas Services | 0.32% |
| EVA Enviva Inc | 0.14% |
2024-06-30
13F Activity
| Market Value | $1.03b, Prior: $1.08b |
| Inflows (Outflows) as % of Total MV | (-1.3035)% |
| New Purchases | 1 stocks |
| Added To | 0 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 1 stocks |
| Top 10 Holdings % | 100% |
| Turnover %[1] | 33.33% |
| Turnover Alt %[2] | 0.32% |
| Time Held Top 20 | 7 quarters |
| Time Held Top 10 | 7 quarters |
| Time Held All | 7 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30