Appian Way Asset Management LP 13F Holdings

CIK 0001795816 · New York, NY

As of Sep 30, 2025, Appian Way Asset Management LP reported 29 positions worth $558.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES RUSSELL 2000 ETFIWM—330,000$79.8M14.31%
DARLING INGREDIENTS INCDARConsumer Defensive2,334,864$72.1M12.92%
GOLAR LNG LTDGLNGEnergy1,633,582$66.0M11.83%
PURECYCLE TECHNOLOGIES INCPCTIndustrials4,315,655$56.8M10.17%
KIRBY CORPKEXIndustrials675,546$56.4M10.10%
SEALED AIR CORPSEEConsumer Cyclical1,258,601$44.5M7.97%
FTAI AVIATION LTDFTAIIndustrials191,431$31.9M5.72%
AMCOR PLCAMCRConsumer Cyclical2,303,717 8.8M3.38%
IAMGOLD CORPIAGBasic Materials1,414,929 8.3M3.28%
ELEMENT SOLUTIONS INCESIBasic Materials650,872 6.4M2.94%
CHEMOURS COCCBasic Materials922,656 4.6M2.62%
TARGET HOSPITALITY CORPTHIndustrials1,360,609 1.5M2.07%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INCKNXIndustrials255,978 0.1M1.81%
CELANESE CORPCEBasic Materials224,589$9.5M1.69%
NEXGEN ENERGY LTDNXEBasic Materials1,055,403$9.4M1.69%
CORE SCIENTIFIC INCCORZTechnology434,661$7.8M1.40%
GEO GROUP INCGEOIndustrials239,168$4.9M0.88%
SOLARIS ENERGY INFRASTRUCTURE INCSEIEnergy116,740$4.7M0.84%
JBS N.V.JBSConsumer Defensive310,681$4.6M0.83%
OLIN CORPOLNBasic Materials171,672$4.3M0.77%
CAMECO CORPCCOBasic Materials49,259$4.1M0.74%
PACKAGING CORP OF AMERICAPKGConsumer Cyclical12,784$2.8M0.50%
CAL-MAINE FOODS INCCALMConsumer Defensive19,442 .8M0.33%
FULLER H B COFULBasic Materials29,675 .8M0.32%
GXO LOGISTICS INCGXOIndustrials30,186 .6M0.29%