Q4 2024 · 13F-HR
Appian Way Asset Management LPholdings as filed
Filed 2025-02-14 · accession 0001493152-25-006950
$480.3M
Reported value
35
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G9456A100 | GLNG | GOLAR LNG LTD | $55.7M | 11.6% | 1,315,422 | Common | SOLE |
| 826599102 | SGML | SIGMA LITHIUM CORPORATION | $52.9M | 11.0% | 4,712,425 | Common | SOLE |
| 81211K100 | SDA | SEALED AIR CORP NEW | $51.3M | 10.7% | 1,515,188 | Common | SOLE |
| 74623V103 | PCT | PURECYCLE TECHNOLOGIES INC | $49.9M | 10.4% | 4,865,682 | Common | SOLE |
| 163851108 | CC | CHEMOURS CO | $42.8M | 8.91% | 2,532,276 | Common | SOLE |
| 848574109 | S9Q | SPIRIT AEROSYSTEMS HLDGS INC | $38.6M | 8.03% | 1,131,506 | Common | SOLE |
| 28618M106 | ESI | ELEMENT SOLUTIONS INC | $32.6M | 6.79% | 1,283,213 | Common | SOLE |
| 163851108 | CC | CHEMOURS CO | $18.9M | 3.94% | 1,120,000 | CALL | SOLE |
| G0250X107 | AMCR | AMCOR PLC | $17.0M | 3.54% | 1,806,098 | Common | SOLE |
| 267475101 | DY | DYCOM INDS INC | $15.9M | 3.30% | 91,143 | Common | SOLE |
| 36162J106 | GEO | GEO GROUP INC NEW | $14.0M | 2.92% | 501,830 | Common | SOLE |
| 150870103 | CE | CELANESE CORP DEL | $10.4M | 2.16% | 150,000 | CALL | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $9.3M | 1.93% | 64,231 | Common | SOLE |
| 693718108 | PCAR | PACCAR INC | $8.3M | 1.73% | 79,923 | Common | SOLE |
| 302491303 | FMC | FMC CORP | $7.0M | 1.46% | 144,059 | Common | SOLE |
| 48242W106 | KBR | KBR INC | $7.0M | 1.46% | 120,707 | Common | SOLE |
| 81211K100 | SDA | SEALED AIR CORP NEW | $6.8M | 1.41% | 200,000 | CALL | SOLE |
| G9456A100 | GLNG | GOLAR LNG LTD | $5.1M | 1.06% | 120,000 | CALL | SOLE |
| 127190304 | CACI | CACI INTL INC | $5.0M | 1.04% | 12,399 | Common | SOLE |
| 513272104 | LW | LAMB WESTON HLDGS INC | $4.5M | 0.94% | 67,320 | Common | SOLE |
| 28618M106 | ESI | ELEMENT SOLUTIONS INC | $4.3M | 0.89% | 167,400 | CALL | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $3.1M | 0.64% | 465,582 | Common | SOLE |
| 20451N101 | CMP | COMPASS MINERALS INTL INC | $2.6M | 0.55% | 232,730 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $2.5M | 0.53% | 67,418 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $2.4M | 0.50% | 40,000 | Common | SOLE |
| 05368V106 | AVNT | AVIENT CORPORATION | $2.0M | 0.42% | 48,800 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $1.8M | 0.37% | 16,739 | Common | SOLE |
| 960413102 | WLK | WESTLAKE CORPORATION | $1.7M | 0.36% | 15,172 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $1.6M | 0.33% | 5,700 | Common | SOLE |
| 440452100 | HRL | HORMEL FOODS CORP | $1.5M | 0.32% | 49,000 | Common | SOLE |
| 23725P209 | DRIOEUR | DARIOHEALTH CORP | $1.1M | 0.23% | 1,410,845 | Common | SOLE |
| 88080T104 | WULF | TERAWULF INC | $1.1M | 0.23% | 194,623 | Common | SOLE |
| Q4982L109 | IREN | IREN LIMITED | $859,250 | 0.18% | 87,500 | Common | SOLE |
| 74164F103 | PRIM | PRIMORIS SVCS CORP | $483,688 | 0.10% | 6,331 | Common | SOLE |
| 373737105 | GGB | GERDAU SA | $392,806 | 0.08% | 136,391 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.