Filer Name: APPIAN WAY ASSET MANAGEMENT LP
CIK: 1795816
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 35
Portfolio Value: $0.43B

Appian Way Asset Management Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
GLNG US GOLAR LNG LTD 1,315,422 $56M 11.59% 215.0% -
SGML US SIGMA LITHIUM CORP 4,712,425 $53M 11.01% 15.2% -
SEE US SEALED AIR CORP 1,515,188 $51M 10.67% -86.0% -
PCT US PURECYCLE TECHNOLOGIES INC 4,865,682 $50M 10.38% -14.2% -
CC US CHEMOURS CO/THE 2,532,276 $43M 8.91% 50.7% -
SPR US SPIRIT AEROSYSTEMS HOLD-CL A 1,131,506 $39M 8.03% 129.0% -
ESI US ELEMENT SOLUTIONS INC 1,283,213 $33M 6.79% -68.8% -
CC US CHEMOURS CO/THE 1,120,000 $19M 3.94% 50.7% Call
AMCR US AMCOR PLC 1,806,098 $17M 3.54% 100.0% -
DY US DYCOM INDUSTRIES INC 91,143 $16M 3.30% -55.0% -
GEO US GEO GROUP INC/THE 501,830 $14M 2.92% 100.0% -
CE US CELANESE CORP 150,000 $10M 2.16% 100.0% Call
FTAI US FTAI AVIATION LTD 64,231 $9M 1.93% 100.0% -
PCAR US PACCAR INC 79,923 $8M 1.73% 100.0% -
KBR US KBR INC 120,707 $7M 1.46% 100.0% -
FMC US FMC CORP 144,059 $7M 1.46% 100.0% -
SEE US SEALED AIR CORP 200,000 $7M 1.41% -86.0% Call
GLNG US GOLAR LNG LTD 120,000 $5M 1.06% 215.0% Call
CACI US CACI INTERNATIONAL INC -CL A 12,399 $5M 1.04% 100.0% -
LW US LAMB WESTON HOLDINGS INC 67,320 $4M 0.94% 100.0% -
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