Notify me when Appian Way Asset Management LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | $0 | -$459,952,463 | -$459,952,463 | 13F-HR | 14 Jan 2026, 15:37 | |
| Q3 2025 | 28 | $459,952,463 | +$200,554,534 | -$176,683,271 | +$23,871,263 | GLNG, PCT, KEX, DAR, SEE | 13F-HR | 14 Nov 2025, 16:51 |
| Q2 2025 | 23 | $398,264,947 | +$103,571,743 | -$175,273,520 | -$71,701,777 | PCT, GLNG, FTAI, CC, AMCR | 13F-HR | 14 Aug 2025, 16:35 |
| Q1 2025 | 26 | $422,167,458 | +$150,382,586 | -$113,117,544 | +$37,265,042 | GLNG, SGML, PCT, FTAI, SEE | 13F-HR | 15 May 2025, 16:42 |
| Q4 2024 | 30 | $434,876,390 | +$189,167,076 | -$185,991,976 | +$3,175,100 | GLNG, SGML, SEE, PCT, CC | 13F-HR | 14 Feb 2025, 17:03 |
| Q3 2024 | 29 | $444,673,358 | +$178,313,792 | -$164,613,980 | +$13,699,812 | PCT, SEE, SGML, DY, CC | 13F-HR | 14 Nov 2024, 16:53 |
| Q2 2024 | 38 | $389,318,090 | +$197,693,860 | -$112,727,534 | +$84,966,326 | SEE, SPR, PSN, SGML, DY | 13F-HR | 14 Aug 2024, 16:45 |
| Q1 2024 | 30 | $305,028,830 | +$200,707,858 | -$197,342,246 | +$3,365,612 | SEE, SGML, DY, NTR, WLK | 13F-HR | 15 May 2024, 16:35 |
| Q4 2023 | 35 | $308,757,837 | +$199,244,625 | -$199,878,817 | -$634,192 | SGML, PPC, JCI, CALM, LHX | 13F-HR | 14 Feb 2024, 16:48 |
| Q3 2023 | 45 | $293,265,739 | +$189,207,154 | -$144,332,982 | +$44,874,172 | PPC, APD, OI, OC, INGR | 13F-HR | 14 Nov 2023, 16:47 |
| Q2 2023 | 20 | $246,690,746 | +$103,467,118 | -$138,241,491 | -$34,774,373 | SLVM, PPC, CBT, WFG, AVY | 13F-HR | 14 Aug 2023, 16:47 |
| Q1 2023 | 25 | $291,198,427 | +$119,416,934 | -$103,113,205 | +$16,303,729 | SLVM, PPC, AVY, WLK, CBT | 13F-HR | 15 May 2023, 16:42 |
| Q4 2022 | 25 | $266,095,815 | +$156,618,976 | -$127,788,837 | +$28,830,139 | AVY, SLVM, CBT, PPC, ECL | 13F-HR | 14 Feb 2023, 16:04 |
| Q3 2022 | 20 | $210,973,000 | +$126,717,671 | -$155,289,485 | -$28,571,814 | SLVM, OLN, AVY, FMC, CBT | 13F-HR | 14 Nov 2022, 16:54 |
| Q2 2022 | 33 | $245,168,000 | +$143,029,497 | -$107,069,644 | +$35,959,853 | AVY, ASH, LIN, FBIN, MTH | 13F-HR | 15 Aug 2022, 17:02 |
| Q1 2022 | 36 | $219,612,000 | +$155,358,547 | -$154,582,366 | +$776,181 | AVY, OLN, LIN, MAS, WRK | 13F-HR | 16 May 2022, 16:27 |
| Q4 2021 | 31 | $231,726,000 | +$167,255,513 | -$186,914,765 | -$19,659,252 | SLVM, AVY, VVV, WFG, ESI | 13F-HR | 14 Feb 2022, 09:31 |
| Q3 2021 | 41 | $234,930,000 | +$176,462,482 | -$92,804,516 | +$83,657,966 | HUN, TSN, LPX, BERY, IP | 13F-HR | 15 Nov 2021, 13:11 |
| Q2 2021 | 46 | $149,248,000 | +$86,223,973 | -$138,207,733 | -$51,983,760 | AVY, IP, WFG, ECL, RSG | 13F-HR | 16 Aug 2021, 08:41 |
| Q1 2021 | 42 | $193,314,000 | +$126,346,224 | -$136,191,200 | -$9,844,976 | AVY, IP, UFS, PWR, FBIN | 13F-HR | 17 May 2021, 10:52 |
| Q4 2020 | 57 | $191,612,000 | +$113,817,936 | -$139,985,677 | -$26,167,741 | AVY, NVR, APD, LIN, LPX | 13F-HR | 16 Feb 2021, 11:00 |
| Q3 2020 | 43 | $192,978,000 | +$115,641,895 | -$98,700,848 | +$16,941,047 | ACM, AVY, PPG, CCK, NVR | 13F-HR | 16 Nov 2020, 15:41 |
| Q2 2020 | 44 | $163,405,000 | +$116,045,523 | -$106,367,514 | +$9,678,009 | AVY, PPG, FTV, LOW, LIN | Restatement | 20 Nov 2020, 16:57 |
| Q1 2020 | 42 | $136,470,000 | +$108,096,229 | -$137,885,181 | -$29,788,952 | LIN, PWR, SPY, ASH, FTV | 13F-HR | 14 May 2020, 12:13 |
| Q4 2019 | 28 | $191,366,000 | $0 | $0 | $0 | BERY, LYB, NXPI, DD, RSG | Restatement | 20 Nov 2020, 16:55 |