Stock Taper 
APPIAN WAY ASSET MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PureCycle Technologies, Inc. | PCT | 4.32M | $56.75M |
 Amcor plc | AMCR | 2.3M | $18.84M |
 Darling Ingredients Inc. | DAR | 1.74M | $53.86M |
 Golar LNG Limited | GLNG | 1.63M | $66.01M |
 Iamgold Corporation | IAG | 1.41M | $18.3M |
 Target Hospitality Corp. | TH | 1.36M | $11.54M |
 NexGen Energy Ltd. | NXE | 1.06M | $9.45M |
 The Chemours Company | CC | 922.66K | $14.61M |
 Kirby Corporation | KEX | 675.55K | $56.37M |
 Element Solutions Inc | ESI | 650.87K | $16.38M |
 Core Scientific, Inc. | CORZ | 434.66K | $7.8M |
 Jbs N.V. | JBS | 310.68K | $4.64M |
 Knight-Swift Transportation Holdings Inc. | KNX | 255.98K | $10.11M |
 The GEO Group, Inc. | GEO | 239.17K | $4.9M |
 Celanese Corporation | CE | 224.59K | $9.45M |
 FTAI Aviation Ltd. | FTAI | 191.43K | $31.94M |
 Olin Corporation | OLN | 171.67K | $4.29M |
 Tronox Holdings plc | TROX | 157.45K | $632.93K |
 Solaris Energy Infrastructure, Inc. | SEI | 116.74K | $4.67M |
 Cameco Corporation | CCJ | 49.26K | $4.13M |