APPIAN WAY ASSET MANAGEMENT LP

https://appianasset.com/ • NEW YORK, NY • Investment Advisor • Hedge Fund How do I update this listing?

Download 13F Summary Create Email Alert

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Original
WhaleScore ?

Appian WAY Asset Management is based out of New York. Appian WAY Asset Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $183,774,451 (Form ADV from 2022-04-08). Their last reported 13F filing for Q4 2022 included $287,420,815 in managed 13F securities and a top 10 holdings concentration of 79.23%. Appian WAY Asset Management's largest holding is Avery Dennison Corp. with shares held of 207,655. Appian WAY Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 15 13F filings

12/31/2022

13F Activity

  • Market Value $287.421 Million
  • Prior Market Value $228.331 Million
  • New Purchases16 stocks
  • Additional Purchases4 stocks
  • Sold out of12 stocks
  • Reduced holdings in2 stocks
  • Top 10 Holdings % 79.23 %
  • Turnover % [1]:107.69%
  • Turnover Alt % [2]: 47.52 %
  • Time Held Top20:0.85 quarters
  • Time Held Top10:1.00 quarters
  • Time Held All:2.19 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-02-14

Performance for Q4 2022: 3.19%
Performance Last 4 Quarters: -3.38%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Click to See Additional Filters

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

APPIAN WAY ASSET MANAGEMENT LP
Classified as Hedge Fund
3 COLUMBUS CIRCLE SUITE 1735
NEW YORK NY    10019
Country: United States
Business Phone: 212-931-1173
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 3
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 3
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

APPIAN WAY ASSET MANAGEMENT LP

ownership team - last updated 2022-04-08
Name Title Start Date Direct/Indirect % Ownership
BYINGTON, ANDREW, CHRISTOPHER CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER 08/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
APPIAN WAY ASSET MANAGEMENT LP CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER direct 2019-10-01
WEINER, MARK, ARISTO CFO/CCO 04/01/2022 Direct less than 5%
Fund Name Position direct/indirect start date end date
EMRYS PARTNERS, LP CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER direct 2011-08-01
ARDMORE GLOBAL INVESTORS, LP CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER direct 2015-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
APPIAN WAY CAV MASTER, LP Cayman Islands 805-6833864453 Hedge Fund 69,954,768 100,000 Master Fund

APPIAN WAY ASSET MANAGEMENT LP

ownership team - last updated 2022-03-31
Name Title Start Date Direct/Indirect % Ownership
BYINGTON, ANDREW, CHRISTOPHER CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER 08/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
APPIAN WAY ASSET MANAGEMENT LP CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER direct 2019-10-01
CESARINI, MELISSA CHIEF COMPLIANCE OFFICER 02/01/2022 Direct less than 5%
Fund Name Position direct/indirect start date end date
APPIAN WAY ASSET MANAGEMENT LP CHIEF COMPLIANCE OFFICER direct 2022-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
APPIAN WAY CAV MASTER, LP Cayman Islands 805-6833864453 Hedge Fund 69,954,768 100,000 Master Fund

APPIAN WAY ASSET MANAGEMENT LP

ownership team - last updated 2021-08-23
Name Title Start Date Direct/Indirect % Ownership
BYINGTON, ANDREW, CHRISTOPHER CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER 08/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
APPIAN WAY ASSET MANAGEMENT LP CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER direct 2019-10-01
CORB, KEVIN, WILLIAM CHIEF COMPLIANCE OFFICER 06/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLENHILL CAPITAL ADVISORS, LLC CHIEF FINANCIAL AND OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2003-07-01
GLENHILL CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER direct 2003-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
APPIAN WAY CAV MASTER, LP Cayman Islands 805-6833864453 Hedge Fund 286,921,146 100,000 Master Fund

APPIAN WAY ASSET MANAGEMENT LP

ownership team - last updated 2021-03-26
Name Title Start Date Direct/Indirect % Ownership
BYINGTON, ANDREW, CHRISTOPHER CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER 08/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
APPIAN WAY ASSET MANAGEMENT LP CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER direct 2019-10-01
CORB, KEVIN, WILLIAM CHIEF COMPLIANCE OFFICER 06/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLENHILL CAPITAL ADVISORS, LLC CHIEF FINANCIAL AND OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2003-07-01
GLENHILL CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER direct 2003-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
APPIAN WAY CAV MASTER, LP Cayman Islands 805-6833864453 Hedge Fund 286,921,146 100,000 Master Fund

APPIAN WAY ASSET MANAGEMENT LP

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
BYINGTON, ANDREW, CHRISTOPHER CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER 10/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
APPIAN WAY ASSET MANAGEMENT LP CHIEF INVESTMENT OFFICER AND PORTFOLIO MANAGER direct 2019-10-01
CORB, KEVIN, WILLIAM CHIEF COMPLIANCE OFFICER 06/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
GLENHILL CAPITAL ADVISORS, LLC CHIEF FINANCIAL AND OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2003-07-01
GLENHILL CAPITAL ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER direct 2003-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
APPIAN WAY CAV MASTER, LP Cayman Islands 805-6833864453 Hedge Fund 289,441,216 100,000 Master Fund

WhaleScore history for APPIAN WAY ASSET MANAGEMENT LP

You must have a subscription to view WhaleScore histories

Elevate your investments