Q2 2025 · 13F-HR
Appian Way Asset Management LPholdings as filed
Filed 2025-08-14 · accession 0001985479-25-000008
$451.9M
Reported value
28
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 74623V103 | PCT | PURECYCLE TECHNOLOGIES INC | $52.8M | 11.7% | 3,855,979 | Common | SOLE |
| G9456A100 | GLNG | GOLAR LNG LTD | $49.9M | 11.0% | 1,212,207 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $47.7M | 10.6% | 415,049 | Common | SOLE |
| 163851108 | CC | CHEMOURS CO | $43.7M | 9.66% | 3,813,341 | Common | SOLE |
| G0250X107 | AMCR | AMCOR PLC | $34.7M | 7.69% | 3,780,583 | Common | SOLE |
| 28618M106 | ESI | ELEMENT SOLUTIONS INC | $34.0M | 7.52% | 1,499,532 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $27.7M | 6.13% | 730,000 | CALL | SOLE |
| 826599102 | SGML | SIGMA LITHIUM CORPORATION | $24.1M | 5.34% | 5,359,019 | Common | SOLE |
| 81211K100 | SDA | SEALED AIR CORP NEW | $21.8M | 4.83% | 703,061 | Common | SOLE |
| 497266106 | KEX | KIRBY CORP | $17.6M | 3.89% | 155,011 | Common | SOLE |
| 87615L107 | TH | TARGET HOSPITALITY CORP | $13.5M | 2.98% | 1,893,133 | Common | SOLE |
| 21874A106 | CORZ | CORE SCIENTIFIC INC NEW | $8.5M | 1.88% | 497,237 | Common | SOLE |
| 125269100 | CF | CF INDS HLDGS INC | $8.3M | 1.83% | 90,000 | CALL | SOLE |
| 61945C103 | MOS | MOSAIC CO NEW | $8.2M | 1.82% | 225,000 | CALL | SOLE |
| 267475101 | DY | DYCOM INDS INC | $6.9M | 1.54% | 28,435 | Common | SOLE |
| 499049104 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $6.5M | 1.44% | 146,955 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $6.2M | 1.38% | 128,278 | Common | SOLE |
| 36162J106 | GEO | GEO GROUP INC NEW | $6.2M | 1.37% | 258,555 | Common | SOLE |
| 74623V103 | PCT | PURECYCLE TECHNOLOGIES INC | $5.5M | 1.21% | 400,000 | CALL | SOLE |
| 576323109 | MTZ | MASTEC INC | $5.5M | 1.21% | 32,147 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $4.0M | 0.89% | 93,167 | Common | SOLE |
| 163851108 | CC | CHEMOURS CO | $4.0M | 0.89% | 350,000 | CALL | SOLE |
| 450913108 | IAG | IAMGOLD CORP | $3.7M | 0.81% | 499,879 | Common | SOLE |
| 142339100 | CSL | CARLISLE COS INC | $3.2M | 0.71% | 8,548 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $2.5M | 0.55% | 65,800 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2.3M | 0.51% | 49,255 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $2.0M | 0.44% | 16,600 | Common | SOLE |
| 23725P209 | DRIOEUR | DARIOHEALTH CORP | $858,190 | 0.19% | 1,280,880 | 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.