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| Name: |
Appian Way Asset Management LP |
| City: |
New York |
| State: |
NY |
| Zip: |
10019 |
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data |
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| Holdings
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42 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GLNG |
Golar LNG Limited (USA) |
1 |
- |
$40.62 |
$57,920,000 |
1,524,621 |
13.72% |
2,251,000 |
209,199 |
1.559 |
Oil & Gas Pipelines &... |
|
|
SGML |
Sigma Lithium Ord Shs |
2 |
- |
$5.63 |
$51,615,000 |
4,963,006 |
12.23% |
-1,258,000 |
250,581 |
5.68 |
N/A |
|
|
PCT |
Purecycle Technologies, Inc. |
3 |
- |
$0.00 |
$50,871,000 |
7,351,348 |
12.05% |
998,000 |
2,485,666 |
4.249 |
N/A |
|
|
FTAI |
Fortress Transportation & I... |
4 |
- |
$112.68 |
$50,050,000 |
450,780 |
11.86% |
40,798,000 |
386,549 |
0.452 |
N/A |
|
|
SEE |
Sealed Air Corpde |
5 |
- |
$32.70 |
$42,996,000 |
1,487,747 |
10.18% |
-8,263,000 |
-27,441 |
0.959 |
Packaging & Containers |
|
|
CC |
Chemours Co |
6 |
- |
$14.05 |
$33,437,000 |
2,471,288 |
7.92% |
-9,358,000 |
-60,988 |
1.503 |
N/A |
|
|
DY |
Dycom Industries Inc |
7 |
- |
$250.27 |
$28,897,000 |
189,685 |
6.84% |
13,033,000 |
98,542 |
0.596 |
Heavy Construction |
|
|
GEO |
GEO Group Inc |
8 |
- |
$26.13 |
$17,668,000 |
604,872 |
4.19% |
3,627,000 |
103,042 |
0.499 |
Security & Protection... |
|
|
ESI |
Element Solutions Inc |
9 |
- |
$25.10 |
$15,782,000 |
697,988 |
3.74% |
-16,850,000 |
-585,225 |
0.282 |
N/A |
|
|
TH |
Target Hospitality Corp |
10 |
New |
$8.11 |
$11,872,000 |
1,804,184 |
2.81% |
11,872,000 |
1,804,184 |
1.715 |
N/A |
|
|
PKG |
Packaging Corp Of America |
11 |
New |
$207.24 |
$10,075,000 |
50,880 |
2.39% |
10,075,000 |
50,880 |
0.054 |
Paper & Paper Products |
|
|
PSN |
Parsons Corp |
12 |
- |
$75.27 |
$9,100,000 |
153,688 |
2.16% |
9,100,000 |
153,688 |
0.139 |
N/A |
|
|
AMCR |
Amcor Plc |
13 |
- |
$9.83 |
$9,057,000 |
933,729 |
2.15% |
-7,938,000 |
-872,369 |
0.059 |
N/A |
|
|
BA |
Boeing Co |
14 |
New |
$226.09 |
$6,253,000 |
36,666 |
1.48% |
6,253,000 |
36,666 |
0.006 |
Aerospace/Defense - M... |
|
|
FCX |
Freeport McMoRan Copper & G... |
15 |
New |
$47.21 |
$5,431,000 |
143,439 |
1.29% |
5,431,000 |
143,439 |
0.01 |
Copper |
|
|
ATI |
Allegheny Technologies Inc |
16 |
- |
$59.70 |
$4,775,000 |
91,765 |
1.13% |
4,775,000 |
91,765 |
0.066 |
Steel & Iron |
|
|
CORZ |
Core Scientific, Inc |
17 |
New |
$13.18 |
$3,905,000 |
539,376 |
0.92% |
3,905,000 |
539,376 |
0.152 |
N/A |
|
|
MTZ |
Mastec Inc |
18 |
- |
$168.77 |
$3,262,000 |
27,952 |
0.77% |
3,262,000 |
27,952 |
0.038 |
Heavy Construction |
|
|
SWFT |
Knight-Swift Transportation... |
19 |
New |
$48.22 |
$3,162,000 |
72,711 |
0.75% |
3,162,000 |
72,711 |
0.041 |
Trucking |
|
|
WWD |
Woodward Inc |
20 |
New |
$246.30 |
$1,468,000 |
8,044 |
0.35% |
1,468,000 |
8,044 |
0.013 |
Industrial Electrical... |
|
|
GEV |
Ge Vernova Llc |
21 |
New |
$539.36 |
$1,221,000 |
4,000 |
0.29% |
1,221,000 |
4,000 |
0.001 |
N/A |
|
|
WFTBF |
West Fraser Timber Co., Ltd... |
22 |
New |
$77.96 |
$1,164,000 |
15,131 |
0.28% |
1,164,000 |
15,131 |
0 |
N/A |
|
|
DRIO |
DarioHealth Corp |
23 |
- |
$0.72 |
$784,000 |
1,280,880 |
0.19% |
-325,000 |
-129,965 |
7.725 |
N/A |
|
|
WLK |
Westlake Chemical Corp |
24 |
- |
$86.48 |
$717,000 |
7,165 |
0.17% |
-1,022,000 |
-8,007 |
0.006 |
Specialty Chemicals |
|
|
AVNT |
Avient Inc |
25 |
- |
$25.41 |
$634,000 |
17,074 |
0.15% |
-1,360,000 |
-31,726 |
0.019 |
Synthetics |
|
|
NXE |
NexGen Energy Ltd |
26 |
- |
$6.51 |
$51,000 |
11,374 |
0.01% |
-3,022,000 |
-454,208 |
0.003 |
N/A |
|
|
CACI |
CACI International Inc |
34 |
Closed |
$479.97 |
$0 |
0 |
0% |
-5,010,000 |
-12,399 |
0 |
Technical Services |
|
|
WULF |
Terawulf Ord Shs |
40 |
Closed |
$5.13 |
$0 |
0 |
0% |
-1,102,000 |
-194,623 |
0 |
Photographic Equipmen... |
|
|
LW |
Lamb Weston Holdings, Inc. |
27 |
Closed |
$51.38 |
$0 |
0 |
0% |
-4,499,000 |
-67,320 |
0 |
N/A |
|
|
PCAR |
Paccar Inc |
33 |
Closed |
$106.11 |
$0 |
0 |
0% |
-8,314,000 |
-79,923 |
0 |
Trucks & Other Vehicles |
|
|
FDX |
Fedex Corp |
39 |
Closed |
$238.73 |
$0 |
0 |
0% |
-1,604,000 |
-5,700 |
0 |
AirDelivery & Freight... |
|
|
KBR |
KBR Inc |
32 |
Closed |
$47.14 |
$0 |
0 |
0% |
-6,993,000 |
-120,707 |
0 |
Technical Services |
|
|
GGB |
Gerdau S.A. (ADR) |
38 |
Closed |
$3.01 |
$0 |
0 |
0% |
-393,000 |
-136,391 |
0 |
Steel & Iron |
|
|
FMC |
FMC Corp |
31 |
Closed |
$42.66 |
$0 |
0 |
0% |
-7,003,000 |
-144,059 |
0 |
Diversified Chemicals |
|
|
AA |
Alcoa Upstream Corp |
37 |
Closed |
$31.57 |
$0 |
0 |
0% |
-2,547,000 |
-67,418 |
0 |
N/A |
|
|
SPR |
Spirit AeroSystems Holdings... |
30 |
Closed |
$39.80 |
$0 |
0 |
0% |
-38,562,000 |
-1,131,506 |
0 |
Aerospace/Defense Pro... |
|
|
UBER |
Uber Technologies, Inc |
36 |
Closed |
$96.40 |
$0 |
0 |
0% |
-2,413,000 |
-40,000 |
0 |
N/A |
|
|
IREN |
Iris Energy Pty Ord Shs |
42 |
Closed |
$0.00 |
$0 |
0 |
0% |
-859,000 |
-87,500 |
0 |
N/A |
|
|
CMP |
Compass Minerals Internatio... |
29 |
Closed |
$22.44 |
$0 |
0 |
0% |
-2,618,000 |
-232,730 |
0 |
Specialty Chemicals |
|
|
HRL |
Hormel Foods Corp |
35 |
Closed |
$31.54 |
$0 |
0 |
0% |
-1,537,000 |
-49,000 |
0 |
Meat Products |
|
|
PRIM |
Primoris Services Corp |
41 |
Closed |
$85.02 |
$0 |
0 |
0% |
-484,000 |
-6,331 |
0 |
General Contractors |
|
|
KEX |
Kirby Corp |
28 |
Closed |
$117.05 |
$0 |
0 |
0% |
-1,771,000 |
-16,739 |
0 |
Water Transportation |
|
