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

Appian Way Asset Management LP

CIK Number: 0001795816

451.94M
Market Value
25
# of Holdings
3 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 PCT PureCycle Techn...
13.38
+4.21% 3.86M -47.55% 52.83M 6.06 11.69% Share
2 GLNG Golar LNG Limit...
39.33
-1.97% 1.21M -20.49% 49.93M 40.2 11.05% Share
3 FTAI FTAI Aviation L...
172.16
-0.55% 415.05K -7.93% 47.75M 115.73 10.56% Share
4 CC The Chemours Co...
16.34
+2.70% 3.81M +54.31% 43.66M 16.45 9.66% Share
5 AMCR Amcor plc
8.23
+0.55% 3.78M +304.89% 34.74M 9.24 7.69% Share
6 ESI Element Solutio...
26.50
+3.43% 1.5M +114.84% 33.96M 24.28 7.52% Share
7 DAR Darling Ingredi...
31.46
+0.35% 730K +100.00% 27.7M 37.94 6.13% Call
8 SGML Sigma Lithium C...
6.79
-0.59% 5.36M +7.98% 24.12M 16.92 5.34% Share
9 SEE Sealed Air Corp...
36.13
+1.57% 703.06K -52.74% 21.82M 35.67 4.83% Share
10 KEX Kirby Corporati...
83.58
-0.62% 155.01K +100.00% 17.58M 113.41 3.89% Share
11 TH Target Hospital...
7.89
-2.35% 1.89M +4.93% 13.48M 6.61 2.98% Share
12 CORZ Core Scientific...
18.10
+0.72% 497.24K -7.81% 8.49M 7.24 1.88% Share
13 CF CF Industries H...
89.84
+3.95% 90K +100.00% 8.28M 92 1.83% Call
14 MOS The Mosaic Comp...
34.78
+2.84% 225K +100.00% 8.21M 36.48 1.82% Call
15 DY Dycom Industrie...
291.70
+0.01% 28.43K -85.01% 6.95M 142.23 1.54% Share
16 KNX Knight-Swift Tr...
39.91
+2.49% 146.96K +102.11% 6.5M 43.86 1.44% Share
17 GXO GXO Logistics, ...
53.81
+1.16% 128.28K +100.00% 6.25M 48.7 1.38% Share
18 GEO The GEO Group, ...
20.09
-7.08% 258.56K -57.25% 6.19M 28.19 1.37% Share
19 MTZ MasTec, Inc.
215.42
+0.20% 32.15K +15.01% 5.48M 123.72 1.21% Share
20 FCX Freeport-McMoRa...
38.84
-0.64% 93.17K -35.05% 4.04M 37.86 0.89% Share
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