13F HOLDINGS REPORT
Appian Way Asset Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001878495-25-000012
Total Value
$446.7M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GOLAR LNG LTD | GLNG | 1,524,621 | $57.9M | 12.97% |
| 2 | SIGMA LITHIUM CORPORATION | SGML | 4,963,006 | $51.6M | 11.56% |
| 3 | PURECYCLE TECHNOLOGIES INC | PCTTW | 7,351,348 | $50.9M | 11.39% |
| 4 | FTAI AVIATION LTD | FTAIN | 450,780 | $50.1M | 11.20% |
| 5 | SEALED AIR CORP NEW | SE | 1,487,747 | $43.0M | 9.63% |
| 6 | CHEMOURS CO | CC | 2,471,288 | $33.4M | 7.49% |
| 7 | DYCOM INDS INC | 267475101 | 189,685 | $28.9M | 6.47% |
| 8 | GEO GROUP INC NEW | GEO | 604,872 | $17.7M | 3.96% |
| 9 | ELEMENT SOLUTIONS INC | ESI | 697,988 | $15.8M | 3.53% |
| 10 | TARGET HOSPITALITY CORP | TH | 1,804,184 | $11.9M | 2.66% |
| 11 | ISHARES TR | 464287655 | 57,500 | $11.5M | 2.57% |
| 12 | PACKAGING CORP AMER | 695156109 | 50,880 | $10.1M | 2.26% |
| 13 | PARSONS CORP DEL | PSN | 153,688 | $9.1M | 2.04% |
| 14 | AMCOR PLC | AMCCF | 933,729 | $9.1M | 2.03% |
| 15 | PURECYCLE TECHNOLOGIES INC | PCTTW | 1,200,000 | $8.3M | 1.86% |
| 16 | BOEING CO | BA-PA | 36,666 | $6.3M | 1.40% |
| 17 | FREEPORT-MCMORAN INC | FCX | 143,439 | $5.4M | 1.22% |
| 18 | ATI INC | ATI | 91,765 | $4.8M | 1.07% |
| 19 | CHEMOURS CO | CC | 350,000 | $4.7M | 1.06% |
| 20 | CORE SCIENTIFIC INC NEW | 21874A106 | 539,376 | $3.9M | 0.87% |
| 21 | MASTEC INC | MTZ | 27,952 | $3.3M | 0.73% |
| 22 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 72,711 | $3.2M | 0.71% |
| 23 | WOODWARD INC | WWD | 8,044 | $1.5M | 0.33% |
| 24 | GE VERNOVA INC | GEV | 4,000 | $1.2M | 0.27% |
| 25 | WEST FRASER TIMBER CO LTD | WFG | 15,131 | $1.2M | 0.26% |
| 26 | DARIOHEALTH CORP | DRIO | 1,280,880 | $784,155 | 0.18% |
| 27 | WESTLAKE CORPORATION | WLK | 7,165 | $716,715 | 0.16% |
| 28 | AVIENT CORPORATION | AVNT | 17,074 | $634,470 | 0.14% |
| 29 | NEXGEN ENERGY LTD | NXE | 11,374 | $51,069 | 0.01% |