Filed: 8/14/2025ACC: 0001985479-25-000008
📋 What this filing means
APPIAN WAY ASSET MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $451.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$451.94M
Total AUM (reported)
27.59M
Total Shares
Allocation by class
COM$299.58M66.3%
SHS$97.68M21.6%
ORD$34.74M7.7%
CL A$6.50M1.4%
COMMON STOCK$6.25M1.4%
CL B$4.04M0.9%
COM NEW$3.15M0.7%
Portfolio Concentration
Top 3$155.98M34.5%
4–10$210.08M46.5%
11–25$85.87M19.0%
Top 3 weight
34.5%
Top 10 weight
81.0%
Voting Authority Distribution
Total shares with voting rights: 27.59M
Sole
Full voting authority
27.59M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
PURECYCLE TECHNOLOGIES INC
SOLEShares4.26M
TypeSH
Market value$58.31M
12.90%
Sole
4.26M
Shared
0.00
None
0.00
GOLAR LNG LTD
SOLEShares1.21M
TypeSH
Market value$49.93M
11.05%
Sole
1.21M
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares415.05K
TypeSH
Market value$47.75M
10.57%
Sole
415.05K
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares4.16M
TypeSH
Market value$47.67M
10.55%
Sole
4.16M
Shared
0.00
None
0.00
AMCOR PLC
SOLEShares3.78M
TypeSH
Market value$34.74M
7.69%
Sole
3.78M
Shared
0.00
None
0.00
ELEMENT SOLUTIONS INC
SOLEShares1.50M
TypeSH
Market value$33.96M
7.52%
Sole
1.50M
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares795.80K
TypeSH
Market value$30.19M
6.68%
Sole
795.80K
Shared
0.00
None
0.00
SIGMA LITHIUM CORPORATION
SOLEShares5.36M
TypeSH
Market value$24.12M
5.34%
Sole
5.36M
Shared
0.00
None
0.00
SEALED AIR CORP NEW
SOLEShares703.06K
TypeSH
Market value$21.82M
4.83%
Sole
703.06K
Shared
0.00
None
0.00
KIRBY CORP
SOLEShares155.01K
TypeSH
Market value$17.58M
3.89%
Sole
155.01K
Shared
0.00
None
0.00
TARGET HOSPITALITY CORP
SOLEShares1.89M
TypeSH
Market value$13.48M
2.98%
Sole
1.89M
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares497.24K
TypeSH
Market value$8.49M
1.88%
Sole
497.24K
Shared
0.00
None
0.00
CF INDS HLDGS INC
SOLEShares90K
TypeSH
Market value$8.28M
1.83%
Sole
90K
Shared
0.00
None
0.00
MOSAIC CO NEW
SOLEShares225K
TypeSH
Market value$8.21M
1.82%
Sole
225K
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares28.43K
TypeSH
Market value$6.95M
1.54%
Sole
28.43K
Shared
0.00
None
0.00
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares146.96K
TypeSH
Market value$6.50M
1.44%
Sole
146.96K
Shared
0.00
None
0.00
GXO LOGISTICS INCORPORATED
SOLEShares128.28K
TypeSH
Market value$6.25M
1.38%
Sole
128.28K
Shared
0.00
None
0.00
GEO GROUP INC NEW
SOLEShares258.56K
TypeSH
Market value$6.19M
1.37%
Sole
258.56K
Shared
0.00
None
0.00
MASTEC INC
SOLEShares32.15K
TypeSH
Market value$5.48M
1.21%
Sole
32.15K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
SOLEShares93.17K
TypeSH
Market value$4.04M
0.89%
Sole
93.17K
Shared
0.00
None
0.00
IAMGOLD CORP
SOLEShares499.88K
TypeSH
Market value$3.67M
0.81%
Sole
499.88K
Shared
0.00
None
0.00
CARLISLE COS INC
SOLEShares8.55K
TypeSH
Market value$3.19M
0.71%
Sole
8.55K
Shared
0.00
None
0.00
KRATOS DEFENSE & SEC SOLUTIO
SOLEShares49.26K
TypeSH
Market value$2.29M
0.51%
Sole
49.26K
Shared
0.00
None
0.00
JBT MAREL CORPORATION
SOLEShares16.60K
TypeSH
Market value$2.00M
0.44%
Sole
16.60K
Shared
0.00
None
0.00
DARIOHEALTH CORP
SOLEShares1.28M
TypeSH
Market value$858.2K
0.19%
Sole
1.28M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PURECYCLE TECHNOLOGIES INCSOLE | COM | 4.26M | SH | $58.31M 12.90% | 4.26M | 0.00 | 0.00 |
GOLAR LNG LTDSOLE | SHS | 1.21M | SH | $49.93M 11.05% | 1.21M | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 415.05K | SH | $47.75M 10.57% | 415.05K | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 4.16M | SH | $47.67M 10.55% | 4.16M | 0.00 | 0.00 |
AMCOR PLCSOLE | ORD | 3.78M | SH | $34.74M 7.69% | 3.78M | 0.00 | 0.00 |
ELEMENT SOLUTIONS INCSOLE | COM | 1.50M | SH | $33.96M 7.52% | 1.50M | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 795.80K | SH | $30.19M 6.68% | 795.80K | 0.00 | 0.00 |
SIGMA LITHIUM CORPORATIONSOLE | COM | 5.36M | SH | $24.12M 5.34% | 5.36M | 0.00 | 0.00 |
SEALED AIR CORP NEWSOLE | COM | 703.06K | SH | $21.82M 4.83% | 703.06K | 0.00 | 0.00 |
KIRBY CORPSOLE | COM | 155.01K | SH | $17.58M 3.89% | 155.01K | 0.00 | 0.00 |
TARGET HOSPITALITY CORPSOLE | COM | 1.89M | SH | $13.48M 2.98% | 1.89M | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 497.24K | SH | $8.49M 1.88% | 497.24K | 0.00 | 0.00 |
CF INDS HLDGS INCSOLE | COM | 90K | SH | $8.28M 1.83% | 90K | 0.00 | 0.00 |
MOSAIC CO NEWSOLE | COM | 225K | SH | $8.21M 1.82% | 225K | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 28.43K | SH | $6.95M 1.54% | 28.43K | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 146.96K | SH | $6.50M 1.44% | 146.96K | 0.00 | 0.00 |
GXO LOGISTICS INCORPORATEDSOLE | COMMON STOCK | 128.28K | SH | $6.25M 1.38% | 128.28K | 0.00 | 0.00 |
GEO GROUP INC NEWSOLE | COM | 258.56K | SH | $6.19M 1.37% | 258.56K | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 32.15K | SH | $5.48M 1.21% | 32.15K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | CL B | 93.17K | SH | $4.04M 0.89% | 93.17K | 0.00 | 0.00 |
IAMGOLD CORPSOLE | COM | 499.88K | SH | $3.67M 0.81% | 499.88K | 0.00 | 0.00 |
CARLISLE COS INCSOLE | COM | 8.55K | SH | $3.19M 0.71% | 8.55K | 0.00 | 0.00 |
KRATOS DEFENSE & SEC SOLUTIOSOLE | COM NEW | 49.26K | SH | $2.29M 0.51% | 49.26K | 0.00 | 0.00 |
JBT MAREL CORPORATIONSOLE | COM | 16.60K | SH | $2.00M 0.44% | 16.60K | 0.00 | 0.00 |
DARIOHEALTH CORPSOLE | COM NEW | 1.28M | SH | $858.2K 0.19% | 1.28M | 0.00 | 0.00 |