13F HOLDINGS REPORT
Appian Way Asset Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001493152-25-006950
Total Value
$480.3M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GOLAR LNG LTD | GLNG | 1,315,422 | $55.7M | 11.59% |
| 2 | SIGMA LITHIUM CORPORATION | SGML | 4,712,425 | $52.9M | 11.01% |
| 3 | SEALED AIR CORP NEW | SE | 1,515,188 | $51.3M | 10.67% |
| 4 | PURECYCLE TECHNOLOGIES INC | PCTTW | 4,865,682 | $49.9M | 10.38% |
| 5 | CHEMOURS CO | CC | 2,532,276 | $42.8M | 8.91% |
| 6 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 1,131,506 | $38.6M | 8.03% |
| 7 | ELEMENT SOLUTIONS INC | ESI | 1,283,213 | $32.6M | 6.79% |
| 8 | CHEMOURS CO | CC | 1,120,000 | $18.9M | 3.94% |
| 9 | AMCOR PLC | AMCCF | 1,806,098 | $17.0M | 3.54% |
| 10 | DYCOM INDS INC | 267475101 | 91,143 | $15.9M | 3.30% |
| 11 | GEO GROUP INC NEW | GEO | 501,830 | $14.0M | 2.92% |
| 12 | CELANESE CORP DEL | CE | 150,000 | $10.4M | 2.16% |
| 13 | FTAI AVIATION LTD | FTAIN | 64,231 | $9.3M | 1.93% |
| 14 | PACCAR INC | PCAR | 79,923 | $8.3M | 1.73% |
| 15 | FMC CORP | FMC | 144,059 | $7.0M | 1.46% |
| 16 | KBR INC | KBR | 120,707 | $7.0M | 1.46% |
| 17 | SEALED AIR CORP NEW | SE | 200,000 | $6.8M | 1.41% |
| 18 | GOLAR LNG LTD | GLNG | 120,000 | $5.1M | 1.06% |
| 19 | CACI INTL INC | 127190304 | 12,399 | $5.0M | 1.04% |
| 20 | LAMB WESTON HLDGS INC | LW | 67,320 | $4.5M | 0.94% |
| 21 | ELEMENT SOLUTIONS INC | ESI | 167,400 | $4.3M | 0.89% |
| 22 | NEXGEN ENERGY LTD | NXE | 465,582 | $3.1M | 0.64% |
| 23 | COMPASS MINERALS INTL INC | COMP | 232,730 | $2.6M | 0.55% |
| 24 | ALCOA CORP | AA | 67,418 | $2.5M | 0.53% |
| 25 | UBER TECHNOLOGIES INC | UBER | 40,000 | $2.4M | 0.50% |
| 26 | AVIENT CORPORATION | AVNT | 48,800 | $2.0M | 0.42% |
| 27 | KIRBY CORP | KEX | 16,739 | $1.8M | 0.37% |
| 28 | WESTLAKE CORPORATION | WLK | 15,172 | $1.7M | 0.36% |
| 29 | FEDEX CORP | FDX | 5,700 | $1.6M | 0.33% |
| 30 | HORMEL FOODS CORP | HRL | 49,000 | $1.5M | 0.32% |
| 31 | DARIOHEALTH CORP | DRIO | 1,410,845 | $1.1M | 0.23% |
| 32 | TERAWULF INC | WULF | 194,623 | $1.1M | 0.23% |
| 33 | IREN LIMITED | IREN | 87,500 | $859,250 | 0.18% |
| 34 | PRIMORIS SVCS CORP | 74164F103 | 6,331 | $483,688 | 0.10% |
| 35 | GERDAU SA | GGB | 136,391 | $392,806 | 0.08% |