Appian Way Asset Management LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Appian Way Asset Management LP

CIK Number: 0001795816

451.94M
Market Value
27
# 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...
41.21
-6.81% 1.52M +15.90% 57.92M 40.2 12.97% Share
2 SGML Sigma Lithium C...
6.24
-2.95% 4.96M +5.32% 51.62M 17.91 11.56% Share
3 PCT PureCycle Techn...
13.39
-0.07% 7.35M +51.09% 50.87M 6.06 11.39% Share
4 FTAI FTAI Aviation L...
166.42
+8.06% 450.78K +601.81% 50.05M 115.73 11.21% Share
5 SEE Sealed Air Corp...
33.06
+0.99% 1.49M -1.81% 43M 35.67 9.63% Share
6 CC The Chemours Co...
16.27
+3.93% 2.47M -2.41% 33.44M 19.17 7.49% Share
7 DY Dycom Industrie...
252.53
+1.69% 189.69K +108.12% 28.9M 142.23 6.47% Share
8 GEO The GEO Group, ...
20.70
+0.34% 604.87K +20.53% 17.67M 28.19 3.96% Share
9 ESI Element Solutio...
26.28
+0.27% 697.99K -45.61% 15.78M 26.15 3.53% Share
10 TH Target Hospital...
8.75
-0.34% 1.8M +100.00% 11.87M 6.58 2.66% Share
11 IWM iShares Russell...
238.26
+0.21% 57.5K +100.00% 11.47M 199.49 2.57% Call
12 PKG Packaging Corpo...
215.93
-1.96% 50.88K +100.00% 10.08M 198.02 2.26% Share
13 PSN Parsons Corpora...
75.00
-0.85% 153.69K +100.00% 9.1M 59.21 2.04% Share
14 AMCR Amcor plc
8.25
-0.6% 933.73K -48.3% 9.06M 9.41 2.03% Share
15 BA The Boeing Comp...
231.08
+0.64% 36.67K +100.00% 6.25M 170.55 1.40% Share
16 FCX Freeport-McMoRa...
46.69
+0.76% 143.44K +100.00% 5.43M 37.86 1.22% Share
17 ATI ATI Inc.
77.55
-0.11% 91.77K +100.00% 4.77M 52.03 1.07% Share
18 CORZ Core Scientific...
13.93
+2.28% 539.38K +100.00% 3.91M 7.24 0.87% Share
19 MTZ MasTec, Inc.
176.81
-0.67% 27.95K +100.00% 3.26M 116.71 0.73% Share
20 KNX Knight-Swift Tr...
42.77
-0.79% 72.71K +100.00% 3.16M 43.49 0.71% Share
21 WWD Woodward, Inc.
240.82
-0.84% 8.04K +100.00% 1.47M 182.49 0.33% Share
22 GEV GE Vernova Inc.
600.01
+3.08% 4K +100.00% 1.22M 305.28 0.27% Share
23 WFG West Fraser Tim...
76.23
+1.57% 15.13K +100.00% 1.16M 76.94 0.26% Share
24 DRIO DarioHealth Cor...
9.20
-4.17% 1.28M -9.21% 784.15K 7.22 0.18% Share
25 WLK Westlake Corpor...
88.41
-1.13% 7.17K -52.77% 716.72K 153.24 0.16% Share
26 AVNT Avient Corporat...
37.86
+0.37% 17.07K -65.01% 634.47K 40.86 0.14% Share
27 NXE NexGen Energy L...
7.97
+2.24% 11.37K -97.56% 51.07K 6.61 0.01% Share