Appian Way Asset Management LP
CIK Number: 0001795816
446.68M
Market Value
30
# of Holdings
3 months
Avg. Holding Period
10.00%
Win Rate
0.03%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLNG | Golar LNG Limit... | 42.43 | +0.43% | 1.32M | +214.99% | 55.67M | 40.55 | 11.59% |
| 2 | SGML | Sigma Lithium C... | 5.07 | +1.00% | 4.71M | +15.15% | 52.87M | 18.31 | 11.01% |
| 3 | SEE | Sealed Air Corp... | 31.39 | +1.70% | 1.52M | +6.24% | 51.26M | 35.67 | 10.67% |
| 4 | PCT | PureCycle Techn... | 11.90 | +4.94% | 4.87M | -14.25% | 49.87M | 5.62 | 10.38% |
| 5 | CC | The Chemours Co... | 10.94 | -0.41% | 2.53M | +50.67% | 42.8M | 19.17 | 8.91% |
| 6 | SPR | Spirit AeroSyst... | 36.97 | +0.39% | 1.13M | +129.02% | 38.56M | 34.03 | 8.03% |
| 7 | ESI | Element Solutio... | 21.54 | +2.52% | 1.28M | +139.48% | 32.63M | 26.15 | 6.79% |
| 8 | AMCR | Amcor plc | 9.20 | +1.04% | 1.81M | +100.00% | 17M | 9.41 | 3.54% |
| 9 | DY | Dycom Industrie... | 232.56 | -0.25% | 91.14K | -55% | 15.86M | 131.29 | 3.30% |
| 10 | GEO | The GEO Group, ... | 24.80 | +0.71% | 501.83K | +100.00% | 14.04M | 27.98 | 2.92% |
| 11 | FTAI | FTAI Aviation L... | 123.85 | +0.06% | 64.23K | +100.00% | 9.25M | 144.04 | 1.93% |
| 12 | PCAR | PACCAR Inc | 92.62 | +0.81% | 79.92K | +100.00% | 8.31M | 104.02 | 1.73% |
| 13 | FMC | FMC Corporation | 42.74 | +2.80% | 144.06K | +100.00% | 7M | 48.61 | 1.46% |
| 14 | KBR | KBR, Inc. | 53.05 | -0.77% | 120.71K | +100.00% | 6.99M | 57.93 | 1.46% |
| 15 | CACI | CACI Internatio... | 445.54 | -1.14% | 12.4K | +100.00% | 5.01M | 404.06 | 1.04% |
| 16 | LW | Lamb Weston Hol... | 55.19 | +0.71% | 67.32K | +100.00% | 4.5M | 66.83 | 0.94% |
| 17 | NXE | NexGen Energy L... | 7.00 | +5.66% | 465.58K | -71.38% | 3.07M | 6.61 | 0.64% |
| 18 | CMP | Compass Mineral... | 19.98 | +3.82% | 232.73K | +100.00% | 2.62M | 11.25 | 0.55% |
| 19 | AA | Alcoa Corporati... | 28.91 | +1.99% | 67.42K | +92.62% | 2.55M | 38.2 | 0.53% |
| 20 | UBER | Uber Technologi... | 85.05 | +1.33% | 40K | +100.00% | 2.41M | 60.32 | 0.50% |
| 21 | AVNT | Avient Corporat... | 34.91 | +1.79% | 48.8K | +100.00% | 1.99M | 40.86 | 0.42% |
| 22 | KEX | Kirby Corporati... | 112.96 | +1.92% | 16.74K | +100.00% | 1.77M | 105.8 | 0.37% |
| 23 | WLK | Westlake Corpor... | 76.35 | -1.23% | 15.17K | -76.88% | 1.74M | 153.24 | 0.36% |
| 24 | FDX | FedEx Corporati... | 226.24 | +0.83% | 5.7K | +100.00% | 1.6M | 281.33 | 0.33% |
| 25 | HRL | Hormel Foods Co... | 30.23 | -1.13% | 49K | -59.29% | 1.54M | 30.43 | 0.32% |
| 26 | DRIO | DarioHealth Cor... | 0.70 | +5.11% | 1.41M | -0.00% | 1.11M | 7.22 | 0.23% |
| 27 | WULF | TeraWulf Inc. | 4.33 | +7.59% | 194.62K | +100.00% | 1.1M | 5.66 | 0.23% |
| 28 | IREN | Iris Energy Lim... | 10.37 | +5.44% | 87.5K | +100.00% | 859.25K | 9.82 | 0.18% |
| 29 | PRIM | Primoris Servic... | 75.83 | +2.13% | 6.33K | -94.11% | 483.69K | 51.05 | 0.10% |
| 30 | GGB | Gerdau S.A. | 3.05 | +2.01% | 136.39K | +100.00% | 392.81K | 2.88 | 0.08% |