Stock Taper 
APPIAN WAY ASSET MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 J.B. Hunt Transport Services, Inc. | JBHT | 8.11K | $1.09M |
 Packaging Corporation of America | PKG | 12.78K | $2.79M |
 Cal-Maine Foods, Inc. | CALM | 19.44K | $1.83M |
 Axalta Coating Systems Ltd. | AXTA | 25.47K | $728.92K |
 H.B. Fuller Company | FUL | 29.68K | $1.76M |
 GXO Logistics, Inc. | GXO | 30.19K | $1.6M |
 Cameco Corporation | CCJ | 49.26K | $4.13M |
 Solaris Energy Infrastructure, Inc. | SEI | 116.74K | $4.67M |
 Tronox Holdings plc | TROX | 157.45K | $632.93K |
 Olin Corporation | OLN | 171.67K | $4.29M |
 FTAI Aviation Ltd. | FTAI | 191.43K | $31.94M |
 Celanese Corporation | CE | 224.59K | $9.45M |
 The GEO Group, Inc. | GEO | 239.17K | $4.9M |
 Knight-Swift Transportation Holdings Inc. | KNX | 255.98K | $10.11M |
 Jbs N.V. | JBS | 310.68K | $4.64M |
 Core Scientific, Inc. | CORZ | 434.66K | $7.8M |
 Element Solutions Inc | ESI | 650.87K | $16.38M |
 Kirby Corporation | KEX | 675.55K | $56.37M |
 The Chemours Company | CC | 922.66K | $14.61M |
 NexGen Energy Ltd. | NXE | 1.06M | $9.45M |