APPIAN WAY ASSET MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CCJ | 49K | $4.13M |
 | GXO | 30K | $1.60M |
 | FUL | 30K | $1.76M |
 | AXTA | 25K | $728.92K |
 | CALM | 19K | $1.83M |
 | PKG | 13K | $2.79M |
 | JBHT | 8K | $1.09M |
Cameco Corporation
CCJ
Shares Held
49K
Value
$4.13M
GXO Logistics, Inc.
GXO
Shares Held
30K
Value
$1.60M
H.B. Fuller Company
FUL
Shares Held
30K
Value
$1.76M
Axalta Coating Systems Ltd.
AXTA
Shares Held
25K
Value
$728.92K
Cal-Maine Foods, Inc.
CALM
Shares Held
19K
Value
$1.83M
Packaging Corporation of America
PKG
Shares Held
13K
Value
$2.79M
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
8K
Value
$1.09M