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Disclosery

Appian Way Asset Management LP: SEE position timeline

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

Appian Way Asset Management LP held 0 SEE 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 -1,258,601 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 1,258,601 shares
    Change vs previous 13F +555,540 shares

    9.67% of the 13F portfolio, value $44,491,545.

    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 703,061 shares
    Change vs previous 13F -784,686 shares

    5.48% of the 13F portfolio, value $21,815,983.

    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 1,487,747 shares
    Change vs previous 13F -27,441 shares

    10.18% of the 13F portfolio, value $42,995,888.

    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 1,515,188 shares
    Change vs previous 13F +88,941 shares

    11.79% of the 13F portfolio, value $51,258,810.

    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 1,426,247 shares
    Change vs previous 13F not available

    11.64% of the 13F portfolio, value $51,772,766.

    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).