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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
Found :
12 |
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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 |
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 |
Dycom Industries Inc |
3 |
- |
$179.73 |
$28,328,000 |
197,364 |
9.29% |
15,994,000 |
90,198 |
0.62 |
Heavy Construction |
|
NTR |
Nutrien Ltd |
4 |
- |
$58.86 |
$26,334,000 |
484,884 |
8.63% |
23,410,000 |
432,984 |
0.085 |
N/A |
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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 |
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MTZ |
Mastec Inc |
9 |
- |
$112.21 |
$12,000,000 |
128,683 |
3.93% |
12,000,000 |
128,683 |
0.174 |
Heavy Construction |
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ATI |
Allegheny Technologies Inc |
12 |
- |
$59.70 |
$8,822,000 |
172,408 |
2.89% |
3,848,000 |
63,008 |
0.123 |
Steel & Iron |
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GSM |
Ferroglobe PLC |
16 |
- |
$5.97 |
$7,252,000 |
1,456,169 |
2.38% |
1,817,000 |
621,233 |
0.861 |
Industrial Metals & M... |
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LPX |
Louisiana Pacific Corp |
17 |
- |
$89.88 |
$5,605,000 |
66,800 |
1.84% |
2,248,000 |
19,410 |
0.061 |
Lumber,Wood Production |
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PSN |
Parsons Corp |
19 |
- |
$79.25 |
$4,368,000 |
52,655 |
1.43% |
3,148,000 |
33,200 |
0.048 |
N/A |
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DRIO |
DarioHealth Corp |
23 |
- |
$1.76 |
$2,041,000 |
1,334,142 |
0.67% |
-234,000 |
11,698 |
8.046 |
N/A |
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WFTBF |
West Fraser Timber Co., Ltd... |
26 |
- |
$81.80 |
$1,220,000 |
14,114 |
0.4% |
1,220,000 |
14,114 |
0 |
N/A |
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MBLY |
Mobileye Global Inc. |
29 |
- |
$25.66 |
$575,000 |
17,892 |
0.19% |
575,000 |
17,892 |
0.016 |
N/A |
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