Appian Way Asset Management LP

CIK Number: 0001795816

446.68M
Market Value
30
# of Holdings
3 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 GLNG Golar LNG Limit...
41.53
+0.89% 1.32M +214.99% 55.67M 40.55 11.59%
2 SGML Sigma Lithium C...
4.56
-1.08% 4.71M +15.15% 52.87M 18.31 11.01%
3 SEE Sealed Air Corp...
31.24
+1.46% 1.52M +6.24% 51.26M 35.67 10.67%
4 PCT PureCycle Techn...
13.81
+5.38% 4.87M -14.25% 49.87M 5.62 10.38%
5 CC The Chemours Co...
11.14
+5.14% 2.53M +50.67% 42.8M 19.17 8.91%
6 SPR Spirit AeroSyst...
37.01
-0.27% 1.13M +129.02% 38.56M 34.03 8.03%
7 ESI Element Solutio...
22.29
+1.50% 1.28M +139.48% 32.63M 26.15 6.79%
8 AMCR Amcor plc
9.19
+1.27% 1.81M +100.00% 17M 9.41 3.54%
9 DY Dycom Industrie...
239.01
+1.44% 91.14K -55% 15.86M 131.29 3.30%
10 GEO The GEO Group, ...
23.21
-1.02% 501.83K +100.00% 14.04M 27.98 2.92%
11 FTAI FTAI Aviation L...
135.15
+3.78% 64.23K +100.00% 9.25M 144.04 1.93%
12 PCAR PACCAR Inc
94.06
+2.52% 79.92K +100.00% 8.31M 104.02 1.73%
13 FMC FMC Corporation
42.64
-0.58% 144.06K +100.00% 7M 48.61 1.46%
14 KBR KBR, Inc.
47.82
+0.40% 120.71K +100.00% 6.99M 57.93 1.46%
15 CACI CACI Internatio...
453.60
-0.88% 12.4K +100.00% 5.01M 404.06 1.04%
16 LW Lamb Weston Hol...
53.74
-0.65% 67.32K +100.00% 4.5M 66.83 0.94%
17 NXE NexGen Energy L...
6.76
+1.27% 465.58K -71.38% 3.07M 6.61 0.64%
18 CMP Compass Mineral...
19.63
-0.91% 232.73K +100.00% 2.62M 11.25 0.55%
19 AA Alcoa Corporati...
28.84
+0.44% 67.42K +92.62% 2.55M 38.2 0.53%
20 UBER Uber Technologi...
91.58
+7.44% 40K +100.00% 2.41M 60.32 0.50%
21 AVNT Avient Corporat...
33.98
+1.01% 48.8K +100.00% 1.99M 40.86 0.42%
22 KEX Kirby Corporati...
113.60
-0.41% 16.74K +100.00% 1.77M 105.8 0.37%
23 WLK Westlake Corpor...
75.91
+3.19% 15.17K -76.88% 1.74M 153.24 0.36%
24 FDX FedEx Corporati...
228.96
-0.12% 5.7K +100.00% 1.6M 281.33 0.33%
25 HRL Hormel Foods Co...
30.39
-1.49% 49K -59.29% 1.54M 30.43 0.32%
26 DRIO DarioHealth Cor...
0.70
+2.19% 1.41M -0.00% 1.11M 7.22 0.23%
27 WULF TeraWulf Inc.
3.85
+7.98% 194.62K +100.00% 1.1M 5.66 0.23%
28 IREN Iris Energy Lim...
11.53
+8.11% 87.5K +100.00% 859.25K 9.82 0.18%
29 PRIM Primoris Servic...
79.14
+3.82% 6.33K -94.11% 483.69K 51.05 0.10%
30 GGB Gerdau S.A.
2.90
+0.17% 136.39K +100.00% 392.81K 2.88 0.08%