13F HOLDINGS REPORT
Appian Way Asset Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001985479-25-000008
Total Value
$451.9M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PURECYCLE TECHNOLOGIES INC | PCTTW | 3,855,979 | $52.8M | 11.69% |
| 2 | GOLAR LNG LTD | GLNG | 1,212,207 | $49.9M | 11.05% |
| 3 | FTAI AVIATION LTD | FTAIN | 415,049 | $47.7M | 10.57% |
| 4 | CHEMOURS CO | CC | 3,813,341 | $43.7M | 9.66% |
| 5 | AMCOR PLC | AMCCF | 3,780,583 | $34.7M | 7.69% |
| 6 | ELEMENT SOLUTIONS INC | ESI | 1,499,532 | $34.0M | 7.52% |
| 7 | DARLING INGREDIENTS INC | DAR | 730,000 | $27.7M | 6.13% |
| 8 | SIGMA LITHIUM CORPORATION | SGML | 5,359,019 | $24.1M | 5.34% |
| 9 | SEALED AIR CORP NEW | SE | 703,061 | $21.8M | 4.83% |
| 10 | KIRBY CORP | KEX | 155,011 | $17.6M | 3.89% |
| 11 | TARGET HOSPITALITY CORP | TH | 1,893,133 | $13.5M | 2.98% |
| 12 | CORE SCIENTIFIC INC NEW | 21874A106 | 497,237 | $8.5M | 1.88% |
| 13 | CF INDS HLDGS INC | 125269100 | 90,000 | $8.3M | 1.83% |
| 14 | MOSAIC CO NEW | MOS | 225,000 | $8.2M | 1.82% |
| 15 | DYCOM INDS INC | 267475101 | 28,435 | $6.9M | 1.54% |
| 16 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 146,955 | $6.5M | 1.44% |
| 17 | GXO LOGISTICS INCORPORATED | GXO | 128,278 | $6.2M | 1.38% |
| 18 | GEO GROUP INC NEW | GEO | 258,555 | $6.2M | 1.37% |
| 19 | PURECYCLE TECHNOLOGIES INC | PCTTW | 400,000 | $5.5M | 1.21% |
| 20 | MASTEC INC | MTZ | 32,147 | $5.5M | 1.21% |
| 21 | FREEPORT-MCMORAN INC | FCX | 93,167 | $4.0M | 0.89% |
| 22 | CHEMOURS CO | CC | 350,000 | $4.0M | 0.89% |
| 23 | IAMGOLD CORP | IAG | 499,879 | $3.7M | 0.81% |
| 24 | CARLISLE COS INC | 142339100 | 8,548 | $3.2M | 0.71% |
| 25 | DARLING INGREDIENTS INC | DAR | 65,800 | $2.5M | 0.55% |
| 26 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 49,255 | $2.3M | 0.51% |
| 27 | JBT MAREL CORPORATION | JBTM | 16,600 | $2.0M | 0.44% |
| 28 | DARIOHEALTH CORP | DRIO | 1,280,880 | $858,190 | 0.19% |