APPIAN WAY ASSET MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCT | 4.32M | $56.75M |
 | AMCR | 2.30M | $18.84M |
 | DAR | 1.74M | $53.86M |
 | GLNG | 1.63M | $66.01M |
 | IAG | 1.41M | $18.30M |
 | TH | 1.36M | $11.54M |
 | SEE | 1.26M | $44.49M |
 | NXE | 1.06M | $9.45M |
 | CC | 923K | $14.61M |
 | KEX | 676K | $56.37M |
 | ESI | 651K | $16.38M |
 | CORZ | 435K | $7.80M |
 | JBS | 311K | $4.64M |
 | KNX | 256K | $10.11M |
 | GEO | 239K | $4.90M |
 | CE | 225K | $9.45M |
 | FTAI | 191K | $31.94M |
 | OLN | 172K | $4.29M |
 | TROX | 157K | $632.93K |
 | SEI | 117K | $4.67M |
PureCycle Technologies, Inc.
PCT
Shares Held
4.32M
Value
$56.75M
Amcor plc
AMCR
Shares Held
2.30M
Value
$18.84M
Darling Ingredients Inc.
DAR
Shares Held
1.74M
Value
$53.86M
Golar LNG Limited
GLNG
Shares Held
1.63M
Value
$66.01M
IAMGOLD Corporation
IAG
Shares Held
1.41M
Value
$18.30M
Target Hospitality Corp.
TH
Shares Held
1.36M
Value
$11.54M
Sealed Air Corporation
SEE
Shares Held
1.26M
Value
$44.49M
NexGen Energy Ltd.
NXE
Shares Held
1.06M
Value
$9.45M
The Chemours Company
CC
Shares Held
923K
Value
$14.61M
Kirby Corporation
KEX
Shares Held
676K
Value
$56.37M
Element Solutions Inc
ESI
Shares Held
651K
Value
$16.38M
Core Scientific, Inc.
CORZ
Shares Held
435K
Value
$7.80M
JBS N.V.
JBS
Shares Held
311K
Value
$4.64M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
256K
Value
$10.11M
The GEO Group, Inc.
GEO
Shares Held
239K
Value
$4.90M
Celanese Corporation
CE
Shares Held
225K
Value
$9.45M
FTAI Aviation Ltd.
FTAI
Shares Held
191K
Value
$31.94M
Olin Corporation
OLN
Shares Held
172K
Value
$4.29M
Tronox Holdings plc
TROX
Shares Held
157K
Value
$632.93K
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
117K
Value
$4.67M