Appian Way Asset Management Lp Top Holdings and 13F Report (2025) About Appian Way Asset Management LpInvestment ActivityAppian Way Asset Management Lp has $480.29 million in total holdings as of December 31, 2024.Appian Way Asset Management Lp owns shares of 31 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 48.84% of the portfolio was purchased this quarter.About 38.73% of the portfolio was sold this quarter.This quarter, Appian Way Asset Management Lp has purchased 29 new stocks and bought additional shares in 7 stocks.Appian Way Asset Management Lp sold shares of 7 stocks and completely divested from 15 stocks this quarter.Largest Holdings Chemours $61,723,464Golar LNG $60,747,059Sealed Air $58,024,810Sigma Lithium $52,873,409PURECYCLE TECHNOLOGIES INC $49,873,241 Largest New Holdings this Quarter Amcor $16,995,382 HoldingThe GEO Group $14,041,203 HoldingCelanese $10,381,500 HoldingFTAI Aviation $9,251,833 HoldingPACCAR $8,313,590 Holding Largest Purchases this Quarter Golar LNG 1,017,811 shares (about $43.07M)Chemours 1,971,603 shares (about $33.32M)Element Solutions 914,770 shares (about $23.26M)Spirit AeroSystems 637,451 shares (about $21.72M)Amcor 1,806,098 shares (about $17.00M) Largest Sales this Quarter Dycom Industries 111,408 shares (about $19.39M)PURECYCLE TECHNOLOGIES INC 808,486 shares (about $8.29M)Primoris Services 101,100 shares (about $7.72M)NexGen Energy 1,161,225 shares (about $7.66M)Westlake 50,446 shares (about $5.78M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAppian Way Asset Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCCChemours$61,723,464$33,320,090 ▲117.3%3,652,27612.9%Basic MaterialsGLNGGolar LNG$60,747,059$43,073,761 ▲243.7%1,435,42212.6%TransportationSEESealed Air$58,024,810$9,774,874 ▲20.3%1,715,18812.1%Industrial ProductsSGMLSigma Lithium$52,873,409$6,956,669 ▲15.2%4,712,42511.0%Computer and TechnologyPURECYCLE TECHNOLOGIES INC$49,873,241$8,286,982 ▼-14.2%4,865,68210.4%COMSPRSpirit AeroSystems$38,561,724$21,724,330 ▲129.0%1,131,5068.0%AerospaceESIElement Solutions$36,889,089$23,262,601 ▲170.7%1,450,6137.7%Basic MaterialsAMCRAmcor$16,995,382$16,995,382 ▲New Holding1,806,0983.5%Industrial ProductsDYDycom Industries$15,864,351$19,391,677 ▼-55.0%91,1433.3%ConstructionGEOThe GEO Group$14,041,203$14,041,203 ▲New Holding501,8302.9%FinanceCECelanese$10,381,500$10,381,500 ▲New Holding150,0002.2%Basic MaterialsFTAIFTAI Aviation$9,251,833$9,251,833 ▲New Holding64,2311.9%AerospacePCARPACCAR$8,313,590$8,313,590 ▲New Holding79,9231.7%Auto/Tires/TrucksFMCFMC$7,002,708$7,002,708 ▲New Holding144,0591.5%Consumer StaplesKBRKBR$6,992,557$6,992,557 ▲New Holding120,7071.5%ConstructionCACICACI International$5,009,940$5,009,940 ▲New Holding12,3991.0%Computer and TechnologyLWLamb Weston$4,498,996$4,498,996 ▲New Holding67,3200.9%Consumer StaplesNXENexGen Energy$3,072,841$7,664,085 ▼-71.4%465,5820.6%Basic MaterialsCMPCompass Minerals International$2,618,213$2,618,213 ▲New Holding232,7300.5%Basic MaterialsAAAlcoa$2,547,052$1,224,752 ▲92.6%67,4180.5%Industrial ProductsUBERUber Technologies$2,412,800$2,412,800 ▲New Holding40,0000.5%Computer and TechnologyAVNTAvient$1,993,968$1,993,968 ▲New Holding48,8000.4%Basic MaterialsKEXKirby$1,770,986$1,770,986 ▲New Holding16,7390.4%TransportationWLKWestlake$1,739,470$5,783,635 ▼-76.9%15,1720.4%Basic MaterialsFDXFedEx$1,603,581$1,603,581 ▲New Holding5,7000.3%TransportationHRLHormel Foods$1,537,130$2,238,626 ▼-59.3%49,0000.3%Consumer StaplesDRIODarioHealth$1,109,065$20 ▼0.0%1,410,8450.2%MedicalWULFTeraWulf$1,101,566$1,101,566 ▲New Holding194,6230.2%FinanceIRENIris Energy$859,250$859,250 ▲New Holding87,5000.2%Oils/EnergyPRIMPrimoris Services$483,688$7,724,034 ▼-94.1%6,3310.1%ConstructionGGBGerdau$392,806$392,806 ▲New Holding136,3910.1%Basic MaterialsMTZMasTec$0$23,315,140 ▼-100.0%00.0%ConstructionPSNParsons$0$22,841,430 ▼-100.0%00.0%Business ServicesUALUnited Airlines$0$16,114,086 ▼-100.0%00.0%TransportationXLPConsumer Staples Select Sector SPDR Fund$0$14,291,936 ▼-100.0%00.0%ETFVRTVertiv$0$8,655,630 ▼-100.0%00.0%Computer and TechnologyATIATI$0$8,540,660 ▼-100.0%00.0%Basic MaterialsSAIASaia$0$7,115,969 ▼-100.0%00.0%TransportationTDGTransDigm Group$0$6,564,798 ▼-100.0%00.0%AerospaceMMM3M$0$5,585,972 ▼-100.0%00.0%Multi-Sector ConglomeratesCSLCarlisle Companies$0$4,671,553 ▼-100.0%00.0%Multi-Sector ConglomeratesLUVSouthwest Airlines$0$4,238,068 ▼-100.0%00.0%TransportationHUNHuntsman$0$4,147,033 ▼-100.0%00.0%Basic MaterialsDDDuPont de Nemours$0$3,385,022 ▼-100.0%00.0%Basic MaterialsALKAlaska Air Group$0$2,960,532 ▼-100.0%00.0%TransportationNTRNutrien$0$2,475,090 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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