13F HOLDINGS REPORT
Appian Way Asset Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001795816-25-000017
Total Value
$558.0M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287655 | 330,000 | $79.8M | 14.31% |
| 2 | GOLAR LNG LTD | GLNG | 1,633,582 | $66.0M | 11.83% |
| 3 | PURECYCLE TECHNOLOGIES INC | PCTTW | 4,315,655 | $56.8M | 10.17% |
| 4 | KIRBY CORP | KEX | 675,546 | $56.4M | 10.10% |
| 5 | DARLING INGREDIENTS INC | DAR | 1,744,864 | $53.9M | 9.65% |
| 6 | SEALED AIR CORP NEW | SE | 1,258,601 | $44.5M | 7.97% |
| 7 | FTAI AVIATION LTD | FTAIN | 191,431 | $31.9M | 5.72% |
| 8 | AMCOR PLC | AMCCF | 2,303,717 | $18.8M | 3.38% |
| 9 | IAMGOLD CORP | IAG | 1,414,929 | $18.3M | 3.28% |
| 10 | DARLING INGREDIENTS INC | DAR | 590,000 | $18.2M | 3.26% |
| 11 | ELEMENT SOLUTIONS INC | ESI | 650,872 | $16.4M | 2.94% |
| 12 | CHEMOURS CO | CC | 922,656 | $14.6M | 2.62% |
| 13 | TARGET HOSPITALITY CORP | TH | 1,360,609 | $11.5M | 2.07% |
| 14 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 255,978 | $10.1M | 1.81% |
| 15 | CELANESE CORP DEL | CE | 224,589 | $9.5M | 1.69% |
| 16 | NEXGEN ENERGY LTD | NXE | 1,055,403 | $9.4M | 1.69% |
| 17 | CORE SCIENTIFIC INC NEW | 21874A106 | 434,661 | $7.8M | 1.40% |
| 18 | GEO GROUP INC NEW | GEO | 239,168 | $4.9M | 0.88% |
| 19 | SOLARIS ENERGY INFRAS INC | SEI | 116,740 | $4.7M | 0.84% |
| 20 | JBS N.V. | JBS | 310,681 | $4.6M | 0.83% |
| 21 | OLIN CORP | OLN | 171,672 | $4.3M | 0.77% |
| 22 | CAMECO CORP | CCJ | 49,259 | $4.1M | 0.74% |
| 23 | PACKAGING CORP AMER | 695156109 | 12,784 | $2.8M | 0.50% |
| 24 | CAL MAINE FOODS INC | CALM | 19,442 | $1.8M | 0.33% |
| 25 | FULLER H B CO | FUL | 29,675 | $1.8M | 0.32% |
| 26 | GXO LOGISTICS INCORPORATED | GXO | 30,186 | $1.6M | 0.29% |
| 27 | HUNT J B TRANS SVCS INC | 445658107 | 8,110 | $1.1M | 0.19% |
| 28 | DARIOHEALTH CORP | DRIO | 56,862 | $986,556 | 0.18% |
| 29 | AXALTA COATING SYS LTD | AXTA | 25,469 | $728,923 | 0.13% |
| 30 | TRONOX HOLDINGS PLC | TROX | 157,446 | $632,933 | 0.11% |