Appian Way Asset Management LP

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    new york, NY
  • CIK
    0001795816
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

29

$446.68M
GOLAR LNG LTD BERMUDA, SGML, PCT, FTAI AVIATION LTD
13F-HR
May 15, 2025
000187849525000012

35

$480.29M
GOLAR LNG LTD BERMUDA, SGML, SEE, PCT
13F-HR
Feb 14, 2025
000149315225006950

29

$444.67M
PCT, SEE, SGML, DY
13F-HR
Nov 14, 2024
000149315224046005

39

$390.50M
SEE, S9Q, PSN, SGML
13F-HR
Aug 14, 2024
000149315224032319

32

$381.34M
PPC, SEE, SGML, DY
13F-HR
May 15, 2024
000149315224019936

44

$475.71M
PPC, SGML, PPC, JOHNSON CTLS INTL PLC
13F-HR
Feb 14, 2024
000149315224006720

55

$418.56M
PPC, PPC, SPY, APD
13F-HR
Nov 14, 2023
000149315223041216

23

$277.65M
SLVM, PPC, CBT, PPC
13F-HR
Aug 14, 2023
000149315223028586

27

$299.22M
SLVM, PPC, AVY, UEO
13F-HR
May 15, 2023
000149315223017461

26

$287.42M
AVY, SLVM, CBT, PPC
13F-HR
Feb 14, 2023
000149315223004814

22

$228.33M
SLVM, OLN, AVY, FMC
13F-HR
Nov 14, 2022
000149315222032190

33

$245.17M
AVY, ASH, LINDE PLC, FBIN
13F-HR
Aug 15, 2022
000149315222022950

36

$219.91M
AVY, OLN, LINDE PLC, MAS
13F-HR
May 16, 2022
000149315222013850

31

$231.76M
SLVM, AVY, VVV, WFG
13F-HR
Feb 14, 2022
000149315222004334

41

$235.55M
HUN, TSN, LPX, BERY
13F-HR
Nov 15, 2021
000149315221028446

46

$149.93M
AVY, IP, WFG, ECL
13F-HR
Aug 16, 2021
000149315221019933

43

$195.79M
AVY, IP, UFS, PWR
13F-HR
May 17, 2021
000149315221011710

59

$204.11M
AVY, NVR, APD, LINDE PLC
13F-HR
Feb 16, 2021
000149315221003882

45

$220.76M
DOW, AECOM, AVY, PPG
13F-HR
Nov 16, 2020
000149315220021652

46

$206.34M
DOW, PPG, AVY, PPG
RESTATEMENT
Nov 20, 2020
000149315220022123

42

$136.47M
LINDE PLC, PWR, SPY, ASH
13F-HR
May 14, 2020
000149315220008657

29

$207.94M
SWK, BERY, LYB, NXPI
RESTATEMENT
Nov 20, 2020
000149315220022122