Filed: 5/15/2025ACC: 0001878495-25-000012
📋 What this filing means
APPIAN WAY ASSET MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $446.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$446.68M
Total AUM (reported)
26.55M
Total Shares
Allocation by class
COM$308.80M69.1%
SHS$107.97M24.2%
RUSSELL 2000 ETF$11.47M2.6%
ORD$9.06M2.0%
CL B$5.43M1.2%
CL A$3.16M0.7%
COM NEW$784.2K0.2%
Portfolio Concentration
Top 3$168.71M37.8%
4–10$205.44M46.0%
11–25$71.85M16.1%
Rest$685.5K0.2%
Top 3 weight
37.8%
Top 10 weight
83.8%
Voting Authority Distribution
Total shares with voting rights: 26.55M
Sole
Full voting authority
26.55M
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)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
PURECYCLE TECHNOLOGIES INC
SOLEShares8.55M
TypeSH
Market value$59.18M
13.25%
Sole
8.55M
Shared
0.00
None
0.00
GOLAR LNG LTD
SOLEShares1.52M
TypeSH
Market value$57.92M
12.97%
Sole
1.52M
Shared
0.00
None
0.00
SIGMA LITHIUM CORPORATION
SOLEShares4.96M
TypeSH
Market value$51.62M
11.56%
Sole
4.96M
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares450.78K
TypeSH
Market value$50.05M
11.20%
Sole
450.78K
Shared
0.00
None
0.00
SEALED AIR CORP NEW
SOLEShares1.49M
TypeSH
Market value$43.00M
9.63%
Sole
1.49M
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares2.82M
TypeSH
Market value$38.17M
8.55%
Sole
2.82M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares189.69K
TypeSH
Market value$28.90M
6.47%
Sole
189.69K
Shared
0.00
None
0.00
GEO GROUP INC NEW
SOLEShares604.87K
TypeSH
Market value$17.67M
3.96%
Sole
604.87K
Shared
0.00
None
0.00
ELEMENT SOLUTIONS INC
SOLEShares697.99K
TypeSH
Market value$15.78M
3.53%
Sole
697.99K
Shared
0.00
None
0.00
TARGET HOSPITALITY CORP
SOLEShares1.80M
TypeSH
Market value$11.87M
2.66%
Sole
1.80M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares57.50K
TypeSH
Market value$11.47M
2.57%
Sole
57.50K
Shared
0.00
None
0.00
PACKAGING CORP AMER
SOLEShares50.88K
TypeSH
Market value$10.08M
2.26%
Sole
50.88K
Shared
0.00
None
0.00
PARSONS CORP DEL
SOLEShares153.69K
TypeSH
Market value$9.10M
2.04%
Sole
153.69K
Shared
0.00
None
0.00
AMCOR PLC
SOLEShares933.73K
TypeSH
Market value$9.06M
2.03%
Sole
933.73K
Shared
0.00
None
0.00
BOEING CO
SOLEShares36.67K
TypeSH
Market value$6.25M
1.40%
Sole
36.67K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
SOLEShares143.44K
TypeSH
Market value$5.43M
1.22%
Sole
143.44K
Shared
0.00
None
0.00
ATI INC
SOLEShares91.77K
TypeSH
Market value$4.77M
1.07%
Sole
91.77K
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares539.38K
TypeSH
Market value$3.91M
0.87%
Sole
539.38K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares27.95K
TypeSH
Market value$3.26M
0.73%
Sole
27.95K
Shared
0.00
None
0.00
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares72.71K
TypeSH
Market value$3.16M
0.71%
Sole
72.71K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares8.04K
TypeSH
Market value$1.47M
0.33%
Sole
8.04K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares4K
TypeSH
Market value$1.22M
0.27%
Sole
4K
Shared
0.00
None
0.00
WEST FRASER TIMBER CO LTD
SOLEShares15.13K
TypeSH
Market value$1.16M
0.26%
Sole
15.13K
Shared
0.00
None
0.00
DARIOHEALTH CORP
SOLEShares1.28M
TypeSH
Market value$784.2K
0.18%
Sole
1.28M
Shared
0.00
None
0.00
WESTLAKE CORPORATION
SOLEShares7.17K
TypeSH
Market value$716.7K
0.16%
Sole
7.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PURECYCLE TECHNOLOGIES INCSOLE | COM | 8.55M | SH | $59.18M 13.25% | 8.55M | 0.00 | 0.00 |
GOLAR LNG LTDSOLE | SHS | 1.52M | SH | $57.92M 12.97% | 1.52M | 0.00 | 0.00 |
SIGMA LITHIUM CORPORATIONSOLE | COM | 4.96M | SH | $51.62M 11.56% | 4.96M | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 450.78K | SH | $50.05M 11.20% | 450.78K | 0.00 | 0.00 |
SEALED AIR CORP NEWSOLE | COM | 1.49M | SH | $43.00M 9.63% | 1.49M | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 2.82M | SH | $38.17M 8.55% | 2.82M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 189.69K | SH | $28.90M 6.47% | 189.69K | 0.00 | 0.00 |
GEO GROUP INC NEWSOLE | COM | 604.87K | SH | $17.67M 3.96% | 604.87K | 0.00 | 0.00 |
ELEMENT SOLUTIONS INCSOLE | COM | 697.99K | SH | $15.78M 3.53% | 697.99K | 0.00 | 0.00 |
TARGET HOSPITALITY CORPSOLE | COM | 1.80M | SH | $11.87M 2.66% | 1.80M | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 57.50K | SH | $11.47M 2.57% | 57.50K | 0.00 | 0.00 |
PACKAGING CORP AMERSOLE | COM | 50.88K | SH | $10.08M 2.26% | 50.88K | 0.00 | 0.00 |
PARSONS CORP DELSOLE | COM | 153.69K | SH | $9.10M 2.04% | 153.69K | 0.00 | 0.00 |
AMCOR PLCSOLE | ORD | 933.73K | SH | $9.06M 2.03% | 933.73K | 0.00 | 0.00 |
BOEING COSOLE | COM | 36.67K | SH | $6.25M 1.40% | 36.67K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | CL B | 143.44K | SH | $5.43M 1.22% | 143.44K | 0.00 | 0.00 |
ATI INCSOLE | COM | 91.77K | SH | $4.77M 1.07% | 91.77K | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 539.38K | SH | $3.91M 0.87% | 539.38K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 27.95K | SH | $3.26M 0.73% | 27.95K | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 72.71K | SH | $3.16M 0.71% | 72.71K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 8.04K | SH | $1.47M 0.33% | 8.04K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 4K | SH | $1.22M 0.27% | 4K | 0.00 | 0.00 |
WEST FRASER TIMBER CO LTDSOLE | COM | 15.13K | SH | $1.16M 0.26% | 15.13K | 0.00 | 0.00 |
DARIOHEALTH CORPSOLE | COM NEW | 1.28M | SH | $784.2K 0.18% | 1.28M | 0.00 | 0.00 |
WESTLAKE CORPORATIONSOLE | COM | 7.17K | SH | $716.7K 0.16% | 7.17K | 0.00 | 0.00 |
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