Institutional Manager · CIK 0001795816
Appian Way Asset Management LP
NEW YORK, NY · File #028-20037
Latest AUM
$0
Positions
1
Top-10 Concentration
0.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | ISHARES TR | 464287655 | -330,000 | -$79.8M | $0 |
| EXITED | GOLAR LNG LTD | G9456A100 | -1,633,582 | -$66.0M | $0 |
| EXITED | PURECYCLE TECHNOLOGIES INC | 74623V103 | -4,315,655 | -$56.8M | $0 |
| EXITED | KIRBY CORP | 497266106 | -675,546 | -$56.4M | $0 |
| EXITED | SEALED AIR CORP NEW | 81211K100 | -1,258,601 | -$44.5M | $0 |
| EXITED | FTAI AVIATION LTD | G3730V105 | -191,431 | -$31.9M | $0 |
| EXITED | AMCOR PLC | G0250X107 | -2,303,717 | -$18.8M | $0 |
| EXITED | IAMGOLD CORP | 450913108 | -1,414,929 | -$18.3M | $0 |
| EXITED | DARLING INGREDIENTS INC | 237266101 | -590,000 | -$18.2M | $0 |
| EXITED | ELEMENT SOLUTIONS INC | 28618M106 | -650,872 | -$16.4M | $0 |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $0
- 13F HOLDINGS REPORTQ/E Sep 202530 pos · $558.0M
- 13F HOLDINGS REPORTQ/E Jun 202528 pos · $451.9M
- 13F HOLDINGS REPORTQ/E Mar 202529 pos · $446.7M
- 13F HOLDINGS REPORTQ/E Dec 202435 pos · $480.3M
- 13F HOLDINGS REPORTQ/E Sep 202429 pos · $444.7M
- 13F HOLDINGS REPORTQ/E Jun 202439 pos · $390.5M
- 13F HOLDINGS REPORTQ/E Mar 202432 pos · $381.3M
- 13F HOLDINGS REPORTQ/E Dec 202355 pos · $418.6M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | 0 | 000000000 | 0 | $0 | 0.00% |