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Disclosery

Appian Way Asset Management LP: ESI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Appian Way Asset Management LP on ESI, newest first. How the timeline and the estimate are built.

Appian Way Asset Management LP held 0 ESI shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -650,872 shares

    13F-HR 0001795816-26-000003 filed by Appian Way Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 650,872 shares
    Change vs previous 13F -848,660 shares

    3.56% of the 13F portfolio, value $16,382,448.

    13F-HR 0001795816-25-000017 filed by Appian Way Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 1,499,532 shares
    Change vs previous 13F +801,544 shares

    8.53% of the 13F portfolio, value $33,964,400.

    13F-HR 0001985479-25-000008 filed by Appian Way Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 697,988 shares
    Change vs previous 13F -585,225 shares

    3.74% of the 13F portfolio, value $15,781,509.

    13F-HR 0001878495-25-000012 filed by Appian Way Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 1,283,213 shares
    Change vs previous 13F +747,370 shares

    7.5% of the 13F portfolio, value $32,632,107.

    13F-HR 0001493152-25-006950 filed by Appian Way Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 535,843 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $14,553,496.

    13F-HR 0001493152-24-046005 filed by Appian Way Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).