Appian Way Asset Management LP

CIK Number: 0001795816

451.94M
Market Value
26
# of Holdings
3 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 GLNG Golar LNG Limit...
41.27
+2.14% 1.52M +15.90% 57.92M 40.2 12.97% Share
2 SGML Sigma Lithium C...
6.45
+0.70% 4.96M +5.32% 51.62M 17.91 11.56% Share
3 PCT PureCycle Techn...
12.69
-4.59% 7.35M +51.09% 50.87M 6.06 11.39% Share
4 FTAI FTAI Aviation L...
142.73
-1.38% 450.78K +601.81% 50.05M 115.73 11.21% Share
5 SEE Sealed Air Corp...
31.18
-1.28% 1.49M -1.81% 43M 35.67 9.63% Share
6 CC The Chemours Co...
14.92
+2.09% 2.47M -2.41% 33.44M 19.17 7.49% Share
7 DY Dycom Industrie...
273.31
+1.46% 189.69K +108.12% 28.9M 142.23 6.47% Share
8 GEO The GEO Group, ...
20.91
-0.45% 604.87K +20.53% 17.67M 28.19 3.96% Share
9 ESI Element Solutio...
25.02
+0.30% 697.99K -45.61% 15.78M 26.15 3.53% Share
10 TH Target Hospital...
8.04
+0.44% 1.8M +100.00% 11.87M 6.58 2.66% Share
11 IWM iShares Russell...
227.92
+0.35% 57.5K +100.00% 11.47M 199.49 2.57% Call
12 PKG Packaging Corpo...
194.13
+0.37% 50.88K +100.00% 10.08M 198.02 2.26% Share
13 PSN Parsons Corpora...
79.44
-0.14% 153.69K +100.00% 9.1M 59.21 2.04% Share
14 AMCR Amcor plc
8.48
-2.75% 933.73K -48.3% 9.06M 9.41 2.03% Share
15 BA The Boeing Comp...
232.42
-1.21% 36.67K +100.00% 6.25M 170.55 1.40% Share
16 FCX Freeport-McMoRa...
41.75
-1.43% 143.44K +100.00% 5.43M 37.86 1.22% Share
17 ATI ATI Inc.
72.49
+0.04% 91.77K +100.00% 4.77M 52.03 1.07% Share
18 CORZ Core Scientific...
14.54
+2.94% 539.38K +100.00% 3.91M 7.24 0.87% Share
19 MTZ MasTec, Inc.
178.39
+0.33% 27.95K +100.00% 3.26M 116.71 0.73% Share
20 KNX Knight-Swift Tr...
42.26
-0.56% 72.71K +100.00% 3.16M 43.49 0.71% Share
21 WWD Woodward, Inc.
247.01
+0.69% 8.04K +100.00% 1.47M 182.49 0.33% Share
22 GEV GE Vernova Inc.
624.81
+0.47% 4K +100.00% 1.22M 305.28 0.27% Share
23 WFG West Fraser Tim...
73.54
-1.21% 15.13K +100.00% 1.16M 76.94 0.26% Share
24 WLK Westlake Corpor...
83.31
-0.8% 7.17K -52.77% 716.72K 153.24 0.16% Share
25 AVNT Avient Corporat...
35.77
+0.92% 17.07K -65.01% 634.47K 40.86 0.14% Share
26 NXE NexGen Energy L...
7.04
+3.15% 11.37K -97.56% 51.07K 6.61 0.01% Share