Appian Way Asset Management LP GLNG — GOLAR LNG LTD

Ownership history in Appian Way Asset Management LP  ·  8 quarters on record

AI Ownership Summary

Appian Way Asset Management LP reported GOLAR LNG LTD (GLNG) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 12.97% in 2025 Q1. The latest visible filing shows GLNG at 11.83% 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.

What this GLNG 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 GOLAR LNG LTD, 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

GLNG was reported at 11.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.97% in 2025 Q1

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

Time in book
Holding Window
2024 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.

GLNG stock page Appian Way Asset Management LP fund profile Appian Way Asset Management LP full holdings
How Appian Way Asset Management LP held GLNG — position size vs. price
% of Fund (quarterly)    GLNG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,633,582 — 0% 11.83% $66.0M 2026-04-20 $52.28
2025 Q4 UNCHANGED — — — 1,633,582 — 0% 11.83% $66.0M 2026-01-14 $39.66
2025 Q3 ADDED — — — 1,633,582 +421,375 +34.8% 11.83% $66.0M 2025-11-14 $37.73
2025 Q2 REDUCED 20.5% -1.8% ✅ 1,212,207 -312,414 -20.5% 11.05% $49.9M 2025-08-14 $39.48
2025 Q1 ADDED — — — 1,524,621 +1,404,621 +1170.5% 12.97% $57.9M 2025-05-15 $37.92
2024 Q4 REDUCED 90.9% -9.5% ✅ 120,000 -1,195,422 -90.9% 1.06% $5.1M 2025-02-14 $39.24
2024 Q4 ADDED — — — 1,315,422 +897,811 +215.0% 11.59% $55.7M 2025-02-14 $39.24
2024 Q3 INITIATED — — — 417,611 — — 3.45% $15.4M 2024-11-14 $33.50

🏢 Other funds also holding GLNG

As of 2026 Q1 — sorted by position size

Naria Inc. 100.0% STEINBERG ASSET MANAGEMENT LLC 3Y 7Y 49.7% Charter Oak Advisors LP 11.97% Verbena Value LP 10.72% Huber Capital Management LLC 3Y 7Y 8.0% Wolf Hill Capital Management, LP 3Y 7.86% Global IMC LLC 3Y 7Y 6.91% TOMS Capital Investment Management LP 3Y 5.61% Rubric Capital Management LP 3Y 7Y 5.26% Bayberry Capital Partners LP 3Y 5.19%

FAQ About Appian Way Asset Management LP and GLNG

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 GLNG?

Appian Way Asset Management LP reported GLNG across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for GLNG was 12.97% in 2025 Q1.

What is the latest reported GLNG position on this page?

The most recent filing on this page is 2026 Q1, when Appian Way Asset Management LP reported 1,633,582 shares, equal to 11.83% of portfolio, with an estimated market value of $66.0M.

What does the chart on this GLNG ownership page compare?

The chart compares Appian Way Asset Management LP's quarterly GLNG 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.

How well did Appian Way Asset Management LP time their GLNG position?

Based on 13F filing dates vs. subsequent GLNG price moves, Appian Way Asset Management LP correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on GLNG relative to SPY over the holding period was +19.1%.

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