Appian Way Asset Management LP FUL FULLER H B CO

Ownership history in Appian Way Asset Management LP  ·  4 quarters on record

AI Ownership Summary

Appian Way Asset Management LP reported FULLER H B CO (FUL) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.32% in 2025 Q3. The latest visible filing shows FUL at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Appian Way Asset Management LP's position in FULLER H B CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FUL was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Appian Way Asset Management LP held FUL — position size vs. price
% of Fund (quarterly)    FUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 29,675 0% 0.32% $1.8M 2026-04-20 $64.59
2025 Q4 UNCHANGED 29,675 0% 0.32% $1.8M 2026-01-14 $64.23
2025 Q3 REDUCED 78.0% +3.0% 29,675 -105,125 -78.0% 0.32% $1.8M 2025-11-14 $56.92
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Appian Way Asset Management LP and FUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Appian Way Asset Management LP reported owning FUL?

Appian Way Asset Management LP reported FUL across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FUL position in Appian Way Asset Management LP's portfolio?

The largest reported portfolio weight for FUL was 0.32% in 2025 Q3.

What is the latest reported FUL position on this page?

The most recent filing on this page is 2026 Q1, when Appian Way Asset Management LP reported 29,675 shares, equal to 0.32% of portfolio, with an estimated market value of $1.8M.

What does the chart on this FUL ownership page compare?

The chart compares Appian Way Asset Management LP's quarterly FUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Appian Way Asset Management LP Holdings