13F HOLDINGS REPORT
Appian Way Asset Management LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001493152-24-046005
Total Value
$444.7M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PURECYCLE TECHNOLOGIES INC | PCTTW | 5,674,168 | $53.9M | 12.12% |
| 2 | SEALED AIR CORP NEW | SE | 1,426,247 | $51.8M | 11.64% |
| 3 | SIGMA LITHIUM CORPORATION | SGML | 4,092,401 | $50.6M | 11.38% |
| 4 | DYCOM INDS INC | 267475101 | 202,551 | $39.9M | 8.98% |
| 5 | CHEMOURS CO | CC | 1,680,673 | $34.2M | 7.68% |
| 6 | MASTEC INC | MTZ | 189,400 | $23.3M | 5.24% |
| 7 | PARSONS CORP DEL | PSN | 220,307 | $22.8M | 5.14% |
| 8 | UNITED AIRLS HLDGS INC | UNTCW | 282,406 | $16.1M | 3.62% |
| 9 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 494,055 | $16.1M | 3.61% |
| 10 | GOLAR LNG LTD | GLNG | 417,611 | $15.4M | 3.45% |
| 11 | ELEMENT SOLUTIONS INC | ESI | 535,843 | $14.6M | 3.27% |
| 12 | SELECT SECTOR SPDR TR | 81369Y308 | 172,192 | $14.3M | 3.21% |
| 13 | NEXGEN ENERGY LTD | NXE | 1,626,807 | $10.6M | 2.39% |
| 14 | WESTLAKE CORPORATION | WLK | 65,618 | $9.9M | 2.22% |
| 15 | VERTIV HOLDINGS CO | VRT | 87,000 | $8.7M | 1.95% |
| 16 | ATI INC | ATI | 127,644 | $8.5M | 1.92% |
| 17 | SAIA INC | SAIA | 16,274 | $7.1M | 1.60% |
| 18 | TRANSDIGM GROUP INC | TDG | 4,600 | $6.6M | 1.48% |
| 19 | PRIMORIS SVCS CORP | 74164F103 | 107,431 | $6.2M | 1.40% |
| 20 | 3M CO | MMM | 40,863 | $5.6M | 1.26% |
| 21 | CARLISLE COS INC | 142339100 | 10,387 | $4.7M | 1.05% |
| 22 | SOUTHWEST AIRLS CO | 844741108 | 143,033 | $4.2M | 0.95% |
| 23 | HUNTSMAN CORP | HUN | 171,365 | $4.1M | 0.93% |
| 24 | HORMEL FOODS CORP | HRL | 120,362 | $3.8M | 0.86% |
| 25 | DUPONT DE NEMOURS INC | DD | 37,987 | $3.4M | 0.76% |
| 26 | ALASKA AIR GROUP INC | ALK | 65,484 | $3.0M | 0.67% |
| 27 | NUTRIEN LTD | NTR | 51,500 | $2.5M | 0.56% |
| 28 | DARIOHEALTH CORP | DRIO | 1,410,870 | $1.6M | 0.36% |
| 29 | ALCOA CORP | AA | 35,000 | $1.4M | 0.30% |