Filed: 11/14/2025ACC: 0001795816-25-000017
📋 What this filing means
APPIAN WAY ASSET MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $558.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$558.01M
Total AUM (reported)
20.59M
Total Shares
Allocation by class
COM$333.60M59.8%
SHS$98.59M17.7%
RUSSELL 2000 ETF$79.85M14.3%
ORD$18.84M3.4%
CL A$10.11M1.8%
COM CL A$4.67M0.8%
CL A SHS$4.64M0.8%
Portfolio Concentration
Top 3$217.94M39.1%
4–10$243.08M43.6%
11–25$93.56M16.8%
Rest$3.44M0.6%
Top 3 weight
39.1%
Top 10 weight
82.6%
Voting Authority Distribution
Total shares with voting rights: 20.59M
Sole
Full voting authority
20.59M
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)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
ISHARES TR
SOLEShares330K
TypeSH
Market value$79.85M
14.31%
Sole
330K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares2.33M
TypeSH
Market value$72.08M
12.92%
Sole
2.33M
Shared
0.00
None
0.00
GOLAR LNG LTD
SOLEShares1.63M
TypeSH
Market value$66.01M
11.83%
Sole
1.63M
Shared
0.00
None
0.00
PURECYCLE TECHNOLOGIES INC
SOLEShares4.32M
TypeSH
Market value$56.75M
10.17%
Sole
4.32M
Shared
0.00
None
0.00
KIRBY CORP
SOLEShares675.55K
TypeSH
Market value$56.37M
10.10%
Sole
675.55K
Shared
0.00
None
0.00
SEALED AIR CORP NEW
SOLEShares1.26M
TypeSH
Market value$44.49M
7.97%
Sole
1.26M
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares191.43K
TypeSH
Market value$31.94M
5.72%
Sole
191.43K
Shared
0.00
None
0.00
AMCOR PLC
SOLEShares2.30M
TypeSH
Market value$18.84M
3.38%
Sole
2.30M
Shared
0.00
None
0.00
IAMGOLD CORP
SOLEShares1.41M
TypeSH
Market value$18.30M
3.28%
Sole
1.41M
Shared
0.00
None
0.00
ELEMENT SOLUTIONS INC
SOLEShares650.87K
TypeSH
Market value$16.38M
2.94%
Sole
650.87K
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares922.66K
TypeSH
Market value$14.61M
2.62%
Sole
922.66K
Shared
0.00
None
0.00
TARGET HOSPITALITY CORP
SOLEShares1.36M
TypeSH
Market value$11.54M
2.07%
Sole
1.36M
Shared
0.00
None
0.00
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares255.98K
TypeSH
Market value$10.11M
1.81%
Sole
255.98K
Shared
0.00
None
0.00
CELANESE CORP DEL
SOLEShares224.59K
TypeSH
Market value$9.45M
1.69%
Sole
224.59K
Shared
0.00
None
0.00
NEXGEN ENERGY LTD
SOLEShares1.06M
TypeSH
Market value$9.45M
1.69%
Sole
1.06M
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares434.66K
TypeSH
Market value$7.80M
1.40%
Sole
434.66K
Shared
0.00
None
0.00
GEO GROUP INC NEW
SOLEShares239.17K
TypeSH
Market value$4.90M
0.88%
Sole
239.17K
Shared
0.00
None
0.00
SOLARIS ENERGY INFRAS INC
SOLEShares116.74K
TypeSH
Market value$4.67M
0.84%
Sole
116.74K
Shared
0.00
None
0.00
JBS N.V.
SOLEShares310.68K
TypeSH
Market value$4.64M
0.83%
Sole
310.68K
Shared
0.00
None
0.00
OLIN CORP
SOLEShares171.67K
TypeSH
Market value$4.29M
0.77%
Sole
171.67K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares49.26K
TypeSH
Market value$4.13M
0.74%
Sole
49.26K
Shared
0.00
None
0.00
PACKAGING CORP AMER
SOLEShares12.78K
TypeSH
Market value$2.79M
0.50%
Sole
12.78K
Shared
0.00
None
0.00
CAL MAINE FOODS INC
SOLEShares19.44K
TypeSH
Market value$1.83M
0.33%
Sole
19.44K
Shared
0.00
None
0.00
FULLER H B CO
SOLEShares29.68K
TypeSH
Market value$1.76M
0.32%
Sole
29.68K
Shared
0.00
None
0.00
GXO LOGISTICS INCORPORATED
SOLEShares30.19K
TypeSH
Market value$1.60M
0.29%
Sole
30.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUSSELL 2000 ETF | 330K | SH | $79.85M 14.31% | 330K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 2.33M | SH | $72.08M 12.92% | 2.33M | 0.00 | 0.00 |
GOLAR LNG LTDSOLE | SHS | 1.63M | SH | $66.01M 11.83% | 1.63M | 0.00 | 0.00 |
PURECYCLE TECHNOLOGIES INCSOLE | COM | 4.32M | SH | $56.75M 10.17% | 4.32M | 0.00 | 0.00 |
KIRBY CORPSOLE | COM | 675.55K | SH | $56.37M 10.10% | 675.55K | 0.00 | 0.00 |
SEALED AIR CORP NEWSOLE | COM | 1.26M | SH | $44.49M 7.97% | 1.26M | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 191.43K | SH | $31.94M 5.72% | 191.43K | 0.00 | 0.00 |
AMCOR PLCSOLE | ORD | 2.30M | SH | $18.84M 3.38% | 2.30M | 0.00 | 0.00 |
IAMGOLD CORPSOLE | COM | 1.41M | SH | $18.30M 3.28% | 1.41M | 0.00 | 0.00 |
ELEMENT SOLUTIONS INCSOLE | COM | 650.87K | SH | $16.38M 2.94% | 650.87K | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 922.66K | SH | $14.61M 2.62% | 922.66K | 0.00 | 0.00 |
TARGET HOSPITALITY CORPSOLE | COM | 1.36M | SH | $11.54M 2.07% | 1.36M | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 255.98K | SH | $10.11M 1.81% | 255.98K | 0.00 | 0.00 |
CELANESE CORP DELSOLE | COM | 224.59K | SH | $9.45M 1.69% | 224.59K | 0.00 | 0.00 |
NEXGEN ENERGY LTDSOLE | COM | 1.06M | SH | $9.45M 1.69% | 1.06M | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 434.66K | SH | $7.80M 1.40% | 434.66K | 0.00 | 0.00 |
GEO GROUP INC NEWSOLE | COM | 239.17K | SH | $4.90M 0.88% | 239.17K | 0.00 | 0.00 |
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 116.74K | SH | $4.67M 0.84% | 116.74K | 0.00 | 0.00 |
JBS N.V.SOLE | CL A SHS | 310.68K | SH | $4.64M 0.83% | 310.68K | 0.00 | 0.00 |
OLIN CORPSOLE | COM PAR $1 | 171.67K | SH | $4.29M 0.77% | 171.67K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 49.26K | SH | $4.13M 0.74% | 49.26K | 0.00 | 0.00 |
PACKAGING CORP AMERSOLE | COM | 12.78K | SH | $2.79M 0.50% | 12.78K | 0.00 | 0.00 |
CAL MAINE FOODS INCSOLE | COM NEW | 19.44K | SH | $1.83M 0.33% | 19.44K | 0.00 | 0.00 |
FULLER H B COSOLE | COM | 29.68K | SH | $1.76M 0.32% | 29.68K | 0.00 | 0.00 |
GXO LOGISTICS INCORPORATEDSOLE | COMMON STOCK | 30.19K | SH | $1.60M 0.29% | 30.19K | 0.00 | 0.00 |
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