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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 : 2025-03-31
  Total Value : $422,167,000
  Total Value Change : $-12,710,000
  Securities Held Change : -4
   
All Securities Held : 26
  New Positions : 9
  Closed Positions : 16
  Increased Positions : 9
  Unchanged Positions : 0
  Decreased Positions : 8

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Holdings Found : 42     View All Holdings Currently Viewing:  ALL     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
   (GLNG)1 Year Chart         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)1 Year Chart         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)1 Year Chart         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)1 Year Chart         FTAI Fortress Transportation & I... 4 - $112.68 $50,050,000 450,780 11.86% 40,798,000 386,549 0.452    N/A
   (SEE)1 Year Chart         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)1 Year Chart         CC Chemours Co 6 - $14.05 $33,437,000 2,471,288 7.92% -9,358,000 -60,988 1.503    N/A
   (DY)1 Year Chart         DY Dycom Industries Inc 7 - $250.27 $28,897,000 189,685 6.84% 13,033,000 98,542 0.596    Heavy Construction
   (GEO)1 Year Chart         GEO GEO Group Inc 8 - $26.13 $17,668,000 604,872 4.19% 3,627,000 103,042 0.499    Security & Protection...
   (ESI)1 Year Chart         ESI Element Solutions Inc 9 - $25.10 $15,782,000 697,988 3.74% -16,850,000 -585,225 0.282    N/A
   (TH)1 Year Chart         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)1 Year Chart         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)1 Year Chart         PSN Parsons Corp 12 - $75.27 $9,100,000 153,688 2.16% 9,100,000 153,688 0.139    N/A
   (AMCR)1 Year Chart         AMCR Amcor Plc 13 - $9.83 $9,057,000 933,729 2.15% -7,938,000 -872,369 0.059    N/A
   (BA)1 Year Chart         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)1 Year Chart         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)1 Year Chart         ATI Allegheny Technologies Inc 16 - $59.70 $4,775,000 91,765 1.13% 4,775,000 91,765 0.066    Steel & Iron
   (CORZ)1 Year Chart         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)1 Year Chart         MTZ Mastec Inc 18 - $168.77 $3,262,000 27,952 0.77% 3,262,000 27,952 0.038    Heavy Construction
   (SWFT)1 Year Chart         SWFT Knight-Swift Transportation... 19 New $48.22 $3,162,000 72,711 0.75% 3,162,000 72,711 0.041    Trucking
   (WWD)1 Year Chart         WWD Woodward Inc 20 New $246.30 $1,468,000 8,044 0.35% 1,468,000 8,044 0.013    Industrial Electrical...
   (GEV)1 Year Chart         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)1 Year Chart         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)1 Year Chart         DRIO DarioHealth Corp 23 - $0.72 $784,000 1,280,880 0.19% -325,000 -129,965 7.725    N/A
   (WLK)1 Year Chart         WLK Westlake Chemical Corp 24 - $86.48 $717,000 7,165 0.17% -1,022,000 -8,007 0.006    Specialty Chemicals
   (AVNT)1 Year Chart         AVNT Avient Inc 25 - $25.41 $634,000 17,074 0.15% -1,360,000 -31,726 0.019    Synthetics
   (NXE)1 Year Chart         NXE NexGen Energy Ltd 26 - $6.51 $51,000 11,374 0.01% -3,022,000 -454,208 0.003    N/A
   (IREN)1 Year Chart         IREN Iris Energy Pty Ord Shs 42 Closed $0.00 $0 0 0% -859,000 -87,500 0    N/A
   (CMP)1 Year Chart         CMP Compass Minerals Internatio... 29 Closed $22.44 $0 0 0% -2,618,000 -232,730 0    Specialty Chemicals
   (HRL)1 Year Chart         HRL Hormel Foods Corp 35 Closed $31.54 $0 0 0% -1,537,000 -49,000 0    Meat Products
   (PRIM)1 Year Chart         PRIM Primoris Services Corp 41 Closed $85.02 $0 0 0% -484,000 -6,331 0    General Contractors
   (KEX)1 Year Chart         KEX Kirby Corp 28 Closed $117.05 $0 0 0% -1,771,000 -16,739 0    Water Transportation
   (CACI)1 Year Chart         CACI CACI International Inc 34 Closed $479.97 $0 0 0% -5,010,000 -12,399 0    Technical Services
   (WULF)1 Year Chart         WULF Terawulf Ord Shs 40 Closed $5.13 $0 0 0% -1,102,000 -194,623 0    Photographic Equipmen...
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 27 Closed $51.38 $0 0 0% -4,499,000 -67,320 0    N/A
   (PCAR)1 Year Chart         PCAR Paccar Inc 33 Closed $106.11 $0 0 0% -8,314,000 -79,923 0    Trucks & Other Vehicles
   (FDX)1 Year Chart         FDX Fedex Corp 39 Closed $238.73 $0 0 0% -1,604,000 -5,700 0    AirDelivery & Freight...
   (KBR)1 Year Chart         KBR KBR Inc 32 Closed $47.14 $0 0 0% -6,993,000 -120,707 0    Technical Services
   (GGB)1 Year Chart         GGB Gerdau S.A. (ADR) 38 Closed $3.01 $0 0 0% -393,000 -136,391 0    Steel & Iron
   (FMC)1 Year Chart         FMC FMC Corp 31 Closed $42.66 $0 0 0% -7,003,000 -144,059 0    Diversified Chemicals
   (AA)1 Year Chart         AA Alcoa Upstream Corp 37 Closed $31.57 $0 0 0% -2,547,000 -67,418 0    N/A
   (SPR)1 Year Chart         SPR Spirit AeroSystems Holdings... 30 Closed $39.80 $0 0 0% -38,562,000 -1,131,506 0    Aerospace/Defense Pro...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 36 Closed $96.40 $0 0 0% -2,413,000 -40,000 0    N/A

      42 Records Found
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