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  Name: Appian Way Asset Management LP
  City: New York
  State: NY
  Zip: 10019
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $305,031,000
  Total Value Change : $-3,725,000
  Securities Held Change : -5
   
All Securities Held : 30
  New Positions : 13
  Closed Positions : 21
  Increased Positions : 12
  Unchanged Positions : 1
  Decreased Positions : 4

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Holdings Found : 12     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (SGML)1 Year Chart         SGML Sigma Lithium Ord Shs 2 - $16.22 $29,421,000 2,270,102 9.65% -15,671,000 839,960 2.598    N/A
   (DY)1 Year Chart         DY Dycom Industries Inc 3 - $179.73 $28,328,000 197,364 9.29% 15,994,000 90,198 0.62    Heavy Construction
   (NTR)1 Year Chart         NTR Nutrien Ltd 4 - $58.86 $26,334,000 484,884 8.63% 23,410,000 432,984 0.085    N/A
   (PCT)1 Year Chart         PCT Purecycle Technologies, Inc. 6 - $0.00 $23,110,000 3,715,369 7.58% 13,158,000 1,257,999 3.14    N/A
   (MTZ)1 Year Chart         MTZ Mastec Inc 9 - $112.21 $12,000,000 128,683 3.93% 12,000,000 128,683 0.174    Heavy Construction
   (ATI)1 Year Chart         ATI Allegheny Technologies Inc 12 - $59.70 $8,822,000 172,408 2.89% 3,848,000 63,008 0.123    Steel & Iron
   (GSM)1 Year Chart         GSM Ferroglobe PLC 16 - $5.97 $7,252,000 1,456,169 2.38% 1,817,000 621,233 0.861    Industrial Metals & M...
   (LPX)1 Year Chart         LPX Louisiana Pacific Corp 17 - $89.88 $5,605,000 66,800 1.84% 2,248,000 19,410 0.061    Lumber,Wood Production
   (PSN)1 Year Chart         PSN Parsons Corp 19 - $79.25 $4,368,000 52,655 1.43% 3,148,000 33,200 0.048    N/A
   (DRIO)1 Year Chart         DRIO DarioHealth Corp 23 - $1.76 $2,041,000 1,334,142 0.67% -234,000 11,698 8.046    N/A
   (WFTBF)1 Year Chart         WFTBF West Fraser Timber Co., Ltd... 26 - $81.80 $1,220,000 14,114 0.4% 1,220,000 14,114 0    N/A
   (MBLY)1 Year Chart         MBLY Mobileye Global Inc. 29 - $25.66 $575,000 17,892 0.19% 575,000 17,892 0.016    N/A

      12 Records Found
  1    
Page 1 of 1
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