Appian Way Asset Management Lp Top Holdings and 13F Report (2024) About Appian Way Asset Management LpInvestment ActivityAppian Way Asset Management Lp has $444.67 million in total holdings as of September 30, 2024.Appian Way Asset Management Lp owns shares of 29 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 39.67% of the portfolio was purchased this quarter.About 37.02% of the portfolio was sold this quarter.This quarter, Appian Way Asset Management Lp has purchased 38 new stocks and bought additional shares in 11 stocks.Appian Way Asset Management Lp sold shares of 5 stocks and completely divested from 22 stocks this quarter.Largest Holdings PURECYCLE TECHNOLOGIES INC $53,904,596Sealed Air $51,772,766Sigma Lithium $50,582,076Dycom Industries $39,922,802Chemours $34,151,275 Largest New Holdings this Quarter Chemours $34,151,275 HoldingGolar LNG $15,351,380 HoldingElement Solutions $14,553,496 HoldingConsumer Staples Select Sector SPDR Fund $14,291,936 HoldingVertiv $8,655,630 Holding Largest Purchases this Quarter Chemours 1,680,673 shares (about $34.15M)Sigma Lithium 1,488,265 shares (about $18.39M)Golar LNG 417,611 shares (about $15.35M)Element Solutions 535,843 shares (about $14.55M)Consumer Staples Select Sector SPDR Fund 172,192 shares (about $14.29M) Largest Sales this Quarter Spirit AeroSystems 721,906 shares (about $23.47M)Parsons 174,548 shares (about $18.10M)Hormel Foods 267,011 shares (about $8.46M)Alaska Air Group 67,534 shares (about $3.05M)ATI 35,138 shares (about $2.35M) 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 PortfolioSectorPURECYCLE TECHNOLOGIES INC$53,904,596$6,179,047 ▲12.9%5,674,16812.1%COMSEESealed Air$51,772,766$2,772,957 ▲5.7%1,426,24711.6%Industrial ProductsSGMLSigma Lithium$50,582,076$18,394,955 ▲57.2%4,092,40111.4%Computer and TechnologyDYDycom Industries$39,922,802$5,953,800 ▲17.5%202,5519.0%ConstructionCCChemours$34,151,275$34,151,275 ▲New Holding1,680,6737.7%Basic MaterialsMTZMasTec$23,315,140$4,127,051 ▲21.5%189,4005.2%ConstructionPSNParsons$22,841,430$18,097,137 ▼-44.2%220,3075.1%Business ServicesUALUnited Airlines$16,114,086$2,616,429 ▲19.4%282,4063.6%TransportationSPRSpirit AeroSystems$16,061,728$23,469,164 ▼-59.4%494,0553.6%AerospaceGLNGGolar LNG$15,351,380$15,351,380 ▲New Holding417,6113.5%TransportationESIElement Solutions$14,553,496$14,553,496 ▲New Holding535,8433.3%Basic MaterialsXLPConsumer Staples Select Sector SPDR Fund$14,291,936$14,291,936 ▲New Holding172,1923.2%ETFNXENexGen Energy$10,623,050$8,514,232 ▲403.7%1,626,8072.4%Basic MaterialsWLKWestlake$9,861,729$2,521,566 ▲34.4%65,6182.2%Basic MaterialsVRTVertiv$8,655,630$8,655,630 ▲New Holding87,0001.9%Computer and TechnologyATIATI$8,540,660$2,351,084 ▼-21.6%127,6441.9%Basic MaterialsSAIASaia$7,115,969$7,115,969 ▲New Holding16,2741.6%TransportationTDGTransDigm Group$6,564,798$6,564,798 ▲New Holding4,6001.5%AerospacePRIMPrimoris Services$6,239,592$2,054,115 ▲49.1%107,4311.4%ConstructionMMM3M$5,585,972$5,585,972 ▲New Holding40,8631.3%Multi-Sector ConglomeratesCSLCarlisle Companies$4,671,553$4,671,553 ▲New Holding10,3871.1%Multi-Sector ConglomeratesLUVSouthwest Airlines$4,238,068$4,238,068 ▲New Holding143,0331.0%TransportationHUNHuntsman$4,147,033$4,147,033 ▲New Holding171,3650.9%Basic MaterialsHRLHormel Foods$3,815,475$8,464,248 ▼-68.9%120,3620.9%Consumer StaplesDDDuPont de Nemours$3,385,022$87,952 ▲2.7%37,9870.8%Basic MaterialsALKAlaska Air Group$2,960,532$3,053,213 ▼-50.8%65,4840.7%TransportationNTRNutrien$2,475,090$2,475,090 ▲New Holding51,5000.6%Basic MaterialsDRIODarioHealth$1,580,174$39,189 ▲2.5%1,410,8700.4%MedicalAAAlcoa$1,350,300$1,350,300 ▲New Holding35,0000.3%Industrial ProductsKNXKnight-Swift Transportation$0$19,806,459 ▼-100.0%00.0%TransportationCSXCSX$0$16,392,574 ▼-100.0%00.0%TransportationLHXL3Harris Technologies$0$10,713,140 ▼-100.0%00.0%AerospaceMOSMosaic$0$10,241,322 ▼-100.0%00.0%Basic MaterialsBALLBall$0$8,181,446 ▼-100.0%00.0%Industrial ProductsERJEmbraer$0$5,289,671 ▼-100.0%00.0%AerospaceAPDAir Products and Chemicals$0$5,194,805 ▼-100.0%00.0%Basic MaterialsIPInternational Paper$0$4,816,532 ▼-100.0%00.0%Basic MaterialsBLDRBuilders FirstSource$0$3,820,116 ▼-100.0%00.0%Retail/WholesaleAXTAAxalta Coating Systems$0$3,307,075 ▼-100.0%00.0%Basic MaterialsIFFInternational Flavors & Fragrances$0$2,989,594 ▼-100.0%00.0%Basic MaterialsAZEKAZEK$0$2,847,988 ▼-100.0%00.0%ConstructionDEDeere & Company$0$2,615,410 ▼-100.0%00.0%Industrial ProductsTSTenaris$0$2,468,397 ▼-100.0%00.0%Industrial ProductsGSMFerroglobe$0$1,876,000 ▼-100.0%00.0%Basic MaterialsCPACopa$0$1,824,410 ▼-100.0%00.0%TransportationAGCOAGCO$0$1,634,596 ▼-100.0%00.0%Industrial ProductsCCKCrown$0$1,109,601 ▼-100.0%00.0%Industrial ProductsDARDarling Ingredients$0$1,090,520 ▼-100.0%00.0%Consumer StaplesENPHEnphase Energy$0$1,007,071 ▼-100.0%00.0%Oils/EnergyOTISOtis Worldwide$0$991,478 ▼-100.0%00.0%ConstructionHONHoneywell International$0$960,930 ▼-100.0%00.0%Multi-Sector ConglomeratesShowing 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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