Filed: 2/14/2025ACC: 0001493152-25-006950
📋 What this filing means
APPIAN WAY ASSET MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $480.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$480.29M
Total AUM (reported)
24.78M
Total Shares
Allocation by class
COM$340.36M70.9%
SHS$70.00M14.6%
COM CL A$38.56M8.0%
ORD$17.00M3.5%
COM NEW$8.11M1.7%
CL A$5.01M1.0%
ORDINARY SHARES$859.3K0.2%
Portfolio Concentration
Top 3$180.50M37.6%
4–10$225.10M46.9%
11–25$69.21M14.4%
Rest$5.48M1.1%
Top 3 weight
37.6%
Top 10 weight
84.4%
Voting Authority Distribution
Total shares with voting rights: 24.78M
Sole
Full voting authority
24.78M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
CHEMOURS CO
SOLEShares3.65M
TypeSH
Market value$61.72M
12.85%
Sole
3.65M
Shared
0.00
None
0.00
GOLAR LNG LTD
SOLEShares1.44M
TypeSH
Market value$60.75M
12.65%
Sole
1.44M
Shared
0.00
None
0.00
SEALED AIR CORP NEW
SOLEShares1.72M
TypeSH
Market value$58.02M
12.08%
Sole
1.72M
Shared
0.00
None
0.00
SIGMA LITHIUM CORPORATION
SOLEShares4.71M
TypeSH
Market value$52.87M
11.01%
Sole
4.71M
Shared
0.00
None
0.00
PURECYCLE TECHNOLOGIES INC
SOLEShares4.87M
TypeSH
Market value$49.87M
10.38%
Sole
4.87M
Shared
0.00
None
0.00
SPIRIT AEROSYSTEMS HLDGS INC
SOLEShares1.13M
TypeSH
Market value$38.56M
8.03%
Sole
1.13M
Shared
0.00
None
0.00
ELEMENT SOLUTIONS INC
SOLEShares1.45M
TypeSH
Market value$36.89M
7.68%
Sole
1.45M
Shared
0.00
None
0.00
AMCOR PLC
SOLEShares1.81M
TypeSH
Market value$17.00M
3.54%
Sole
1.81M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares91.14K
TypeSH
Market value$15.86M
3.30%
Sole
91.14K
Shared
0.00
None
0.00
GEO GROUP INC NEW
SOLEShares501.83K
TypeSH
Market value$14.04M
2.92%
Sole
501.83K
Shared
0.00
None
0.00
CELANESE CORP DEL
SOLEShares150K
TypeSH
Market value$10.38M
2.16%
Sole
150K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares64.23K
TypeSH
Market value$9.25M
1.93%
Sole
64.23K
Shared
0.00
None
0.00
PACCAR INC
SOLEShares79.92K
TypeSH
Market value$8.31M
1.73%
Sole
79.92K
Shared
0.00
None
0.00
FMC CORP
SOLEShares144.06K
TypeSH
Market value$7.00M
1.46%
Sole
144.06K
Shared
0.00
None
0.00
KBR INC
SOLEShares120.71K
TypeSH
Market value$6.99M
1.46%
Sole
120.71K
Shared
0.00
None
0.00
CACI INTL INC
SOLEShares12.40K
TypeSH
Market value$5.01M
1.04%
Sole
12.40K
Shared
0.00
None
0.00
LAMB WESTON HLDGS INC
SOLEShares67.32K
TypeSH
Market value$4.50M
0.94%
Sole
67.32K
Shared
0.00
None
0.00
NEXGEN ENERGY LTD
SOLEShares465.58K
TypeSH
Market value$3.07M
0.64%
Sole
465.58K
Shared
0.00
None
0.00
COMPASS MINERALS INTL INC
SOLEShares232.73K
TypeSH
Market value$2.62M
0.55%
Sole
232.73K
Shared
0.00
None
0.00
ALCOA CORP
SOLEShares67.42K
TypeSH
Market value$2.55M
0.53%
Sole
67.42K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares40K
TypeSH
Market value$2.41M
0.50%
Sole
40K
Shared
0.00
None
0.00
AVIENT CORPORATION
SOLEShares48.80K
TypeSH
Market value$1.99M
0.42%
Sole
48.80K
Shared
0.00
None
0.00
KIRBY CORP
SOLEShares16.74K
TypeSH
Market value$1.77M
0.37%
Sole
16.74K
Shared
0.00
None
0.00
WESTLAKE CORPORATION
SOLEShares15.17K
TypeSH
Market value$1.74M
0.36%
Sole
15.17K
Shared
0.00
None
0.00
FEDEX CORP
SOLEShares5.70K
TypeSH
Market value$1.60M
0.33%
Sole
5.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHEMOURS COSOLE | COM | 3.65M | SH | $61.72M 12.85% | 3.65M | 0.00 | 0.00 |
GOLAR LNG LTDSOLE | SHS | 1.44M | SH | $60.75M 12.65% | 1.44M | 0.00 | 0.00 |
SEALED AIR CORP NEWSOLE | COM | 1.72M | SH | $58.02M 12.08% | 1.72M | 0.00 | 0.00 |
SIGMA LITHIUM CORPORATIONSOLE | COM | 4.71M | SH | $52.87M 11.01% | 4.71M | 0.00 | 0.00 |
PURECYCLE TECHNOLOGIES INCSOLE | COM | 4.87M | SH | $49.87M 10.38% | 4.87M | 0.00 | 0.00 |
SPIRIT AEROSYSTEMS HLDGS INCSOLE | COM CL A | 1.13M | SH | $38.56M 8.03% | 1.13M | 0.00 | 0.00 |
ELEMENT SOLUTIONS INCSOLE | COM | 1.45M | SH | $36.89M 7.68% | 1.45M | 0.00 | 0.00 |
AMCOR PLCSOLE | ORD | 1.81M | SH | $17.00M 3.54% | 1.81M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 91.14K | SH | $15.86M 3.30% | 91.14K | 0.00 | 0.00 |
GEO GROUP INC NEWSOLE | COM | 501.83K | SH | $14.04M 2.92% | 501.83K | 0.00 | 0.00 |
CELANESE CORP DELSOLE | COM | 150K | SH | $10.38M 2.16% | 150K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 64.23K | SH | $9.25M 1.93% | 64.23K | 0.00 | 0.00 |
PACCAR INCSOLE | COM | 79.92K | SH | $8.31M 1.73% | 79.92K | 0.00 | 0.00 |
FMC CORPSOLE | COM NEW | 144.06K | SH | $7.00M 1.46% | 144.06K | 0.00 | 0.00 |
KBR INCSOLE | COM | 120.71K | SH | $6.99M 1.46% | 120.71K | 0.00 | 0.00 |
CACI INTL INCSOLE | CL A | 12.40K | SH | $5.01M 1.04% | 12.40K | 0.00 | 0.00 |
LAMB WESTON HLDGS INCSOLE | COM | 67.32K | SH | $4.50M 0.94% | 67.32K | 0.00 | 0.00 |
NEXGEN ENERGY LTDSOLE | COM | 465.58K | SH | $3.07M 0.64% | 465.58K | 0.00 | 0.00 |
COMPASS MINERALS INTL INCSOLE | COM | 232.73K | SH | $2.62M 0.55% | 232.73K | 0.00 | 0.00 |
ALCOA CORPSOLE | COM | 67.42K | SH | $2.55M 0.53% | 67.42K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 40K | SH | $2.41M 0.50% | 40K | 0.00 | 0.00 |
AVIENT CORPORATIONSOLE | COM | 48.80K | SH | $1.99M 0.42% | 48.80K | 0.00 | 0.00 |
KIRBY CORPSOLE | COM | 16.74K | SH | $1.77M 0.37% | 16.74K | 0.00 | 0.00 |
WESTLAKE CORPORATIONSOLE | COM | 15.17K | SH | $1.74M 0.36% | 15.17K | 0.00 | 0.00 |
FEDEX CORPSOLE | COM | 5.70K | SH | $1.60M 0.33% | 5.70K | 0.00 | 0.00 |
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