Appian Way Asset Management LP
Follow13F filer, CIK 1795816, NEW YORK, NY
Appian Way Asset Management LP reported $0 across 1 holding for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001795816-26-000003
- Period
- 2025-12-31
- Reported value
- $0
- Holdings
- 1
- Top 10 weight
- New
- 1
- Sold out
- 30
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GLNGexited | -1,633,582 | -$66M |
| PCTexited | -4,315,655 | -$56.8M |
| KEXexited | -675,546 | -$56.4M |
| DARexited | -1,744,864 | -$53.9M |
| SEEexited | -1,258,601 | -$44.5M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2025
Share positions as resolved from 13F-HR 0001795816-26-000003, largest first. % of portfolio is the value over $0, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| 00 | 0 | $0 | new | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| IWMISHARES TR | 330,000 | $79.8M | put |
| GLNGGOLAR LNG LTD | 1,633,582 | $66M | shares |
| PCTPURECYCLE TECHNOLOGIES INC | 4,315,655 | $56.8M | shares |
| KEXKIRBY CORP | 675,546 | $56.4M | shares |
| DARDARLING INGREDIENTS INC | 1,744,864 | $53.9M | shares |
| SEESEALED AIR CORP NEW | 1,258,601 | $44.5M | shares |
| FTAIFTAI AVIATION LTD | 191,431 | $31.9M | shares |
| AMCOR PLCAMCOR PLC | 2,303,717 | $18.8M | shares |
| IAGIAMGOLD CORP | 1,414,929 | $18.3M | shares |
| DARDARLING INGREDIENTS INC | 590,000 | $18.2M | call |
| ESIELEMENT SOLUTIONS INC | 650,872 | $16.4M | shares |
| CCCHEMOURS CO | 922,656 | $14.6M | shares |
| THTARGET HOSPITALITY CORP | 1,360,609 | $11.5M | shares |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | 255,978 | $10.1M | shares |
| CECELANESE CORP DEL | 224,589 | $9.45M | shares |
| NXENEXGEN ENERGY LTD | 1,055,403 | $9.45M | shares |
| CORZCORE SCIENTIFIC INC NEW | 434,661 | $7.8M | shares |
| GEOGEO GROUP INC | 239,168 | $4.9M | shares |
| SEISOLARIS ENERGY INFRAS INC | 116,740 | $4.67M | shares |
| JBSJBS N.V. | 310,681 | $4.64M | shares |
| OLNOLIN CORP | 171,672 | $4.29M | shares |
| CCJCAMECO CORP | 49,259 | $4.13M | shares |
| PKGPACKAGING CORP AMER | 12,784 | $2.79M | shares |
| CALMCAL MAINE FOODS INC | 19,442 | $1.83M | shares |
| FULFULLER H B CO | 29,675 | $1.76M | shares |
| GXOGXO LOGISTICS INCORPORATED | 30,186 | $1.6M | shares |
| JBHTHUNT J B TRANS SVCS INC | 8,110 | $1.09M | shares |
| DRIODARIOHEALTH CORP | 56,862 | $987K | shares |
| AXTAAXALTA COATING SYS LTD | 25,469 | $729K | shares |
| TROXTRONOX HOLDINGS PLC | 157,446 | $633K | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001795816-26-000003 | base | 2026-01-14 | acceptance time not in the bulk data set |