13F Filings History of Appian Way Asset Management LP

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$460M
Signature - Title
Mark A. Weiner - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Appian Way Asset Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Appian Way Asset Management LP reported 28 stock holdings with total value $460M as of Q3 2025. Top holdings included GLNG, PCT, KEX, DAR, and SEE.

Notify me when Appian Way Asset Management LP files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 28 $460M +$201M -$177M +$23.9M GLNG, PCT, KEX, DAR, SEE 13F-HR 14 Nov 2025, 16:51
Q2 2025 23 $398M +$104M -$175M -$71.7M PCT, GLNG, FTAI, CC, AMCR 13F-HR 14 Aug 2025, 16:35
Q1 2025 26 $422M +$150M -$113M +$37.3M GLNG, SGML, PCT, FTAI, SEE 13F-HR 15 May 2025, 16:42
Q4 2024 30 $435M +$189M -$186M +$3.18M GLNG, SGML, SEE, PCT, CC 13F-HR 14 Feb 2025, 17:03
Q3 2024 29 $445M +$178M -$165M +$13.7M PCT, SEE, SGML, DY, CC 13F-HR 14 Nov 2024, 16:53
Q2 2024 38 $389M +$198M -$113M +$85M SEE, SPR, PSN, SGML, DY 13F-HR 14 Aug 2024, 16:45
Q1 2024 30 $305M +$201M -$197M +$3.37M SEE, SGML, DY, NTR, WLK 13F-HR 15 May 2024, 16:35
Q4 2023 35 $309M +$199M -$200M -$634K SGML, PPC, JCI, CALM, LHX 13F-HR 14 Feb 2024, 16:48
Q3 2023 45 $293M +$189M -$144M +$44.9M PPC, APD, OI, OC, INGR 13F-HR 14 Nov 2023, 16:47
Q2 2023 20 $247M +$103M -$138M -$34.8M SLVM, PPC, CBT, WFG, AVY 13F-HR 14 Aug 2023, 16:47
Q1 2023 25 $291M +$119M -$103M +$16.3M SLVM, PPC, AVY, WLK, CBT 13F-HR 15 May 2023, 16:42
Q4 2022 25 $266M +$157M -$128M +$28.8M AVY, SLVM, CBT, PPC, ECL 13F-HR 14 Feb 2023, 16:04
Q3 2022 20 $211M +$127M -$155M -$28.6M SLVM, OLN, AVY, FMC, CBT 13F-HR 14 Nov 2022, 16:54
Q2 2022 33 $245M +$143M -$107M +$36M AVY, ASH, LIN, FBIN, MTH 13F-HR 15 Aug 2022, 17:02
Q1 2022 36 $220M +$155M -$155M +$776K AVY, OLN, LIN, MAS, WRK 13F-HR 16 May 2022, 16:27
Q4 2021 31 $232M +$167M -$187M -$19.7M SLVM, AVY, VVV, WFG, ESI 13F-HR 14 Feb 2022, 09:31
Q3 2021 41 $235M +$176M -$92.8M +$83.7M HUN, TSN, LPX, BERY, IP 13F-HR 15 Nov 2021, 13:11
Q2 2021 46 $149M +$86.2M -$138M -$52M AVY, IP, WFG, ECL, RSG 13F-HR 16 Aug 2021, 08:41
Q1 2021 42 $193M +$126M -$136M -$9.84M AVY, IP, UFS, PWR, FBIN 13F-HR 17 May 2021, 10:52
Q4 2020 57 $192M +$114M -$140M -$26.2M AVY, NVR, APD, LIN, LPX 13F-HR 16 Feb 2021, 11:00
Q3 2020 43 $193M +$116M -$98.7M +$16.9M ACM, AVY, PPG, CCK, NVR 13F-HR 16 Nov 2020, 15:41
Q2 2020 44 $163M +$116M -$106M +$9.68M AVY, PPG, FTV, LOW, LIN Restatement 20 Nov 2020, 16:57
Q1 2020 42 $136M +$108M -$138M -$29.8M LIN, PWR, SPY, ASH, FTV 13F-HR 14 May 2020, 12:13
Q4 2019 28 $191M $0 $0 BERY, LYB, NXPI, DD, RSG Restatement 20 Nov 2020, 16:55