Appian Way Asset Management Lp Top Holdings and 13F Report (2025) About Appian Way Asset Management LpInvestment ActivityAppian Way Asset Management Lp has $451.94 million in total holdings as of June 30, 2025.Appian Way Asset Management Lp owns shares of 25 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 32.69% of the portfolio was purchased this quarter.About 43.75% of the portfolio was sold this quarter.This quarter, Appian Way Asset Management Lp has purchased 27 new stocks and bought additional shares in 7 stocks.Appian Way Asset Management Lp sold shares of 8 stocks and completely divested from 11 stocks this quarter.Largest Holdings PURECYCLE TECHNOLOGIES INC $58,306,912Golar LNG $49,930,806FTAI AVIATION LTD $47,747,237Chemours $47,670,254Amcor $34,743,558 Largest New Holdings this Quarter 237266101 - Darling Ingredients $30,192,652 Holding497266106 - Kirby $17,579,798 Holding125269100 - CF Industries $8,280,000 Holding61945C103 - Mosaic $8,208,000 Holding36262G101 - GXO Logistics $6,247,139 Holding Largest Purchases this Quarter Darling Ingredients 795,800 shares (about $30.19M)Amcor 2,846,854 shares (about $26.16M)Element Solutions 801,544 shares (about $18.15M)Kirby 155,011 shares (about $17.58M)Chemours 1,342,053 shares (about $15.37M) Largest Sales this Quarter PURECYCLE TECHNOLOGIES INC 4,295,369 shares (about $58.85M)Dycom Industries 161,250 shares (about $39.41M)Sealed Air 784,686 shares (about $24.35M)Golar LNG 312,414 shares (about $12.87M)Geo Group 346,317 shares (about $8.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAppian Way Asset Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPURECYCLE TECHNOLOGIES INC$58,306,912$58,846,555 ▼-50.2%4,255,97912.9%COMGLNGGolar LNG$49,930,806$12,868,333 ▼-20.5%1,212,20711.0%EnergyFTAI AVIATION LTD$47,747,237$4,110,494 ▼-7.9%415,04910.6%SHSCCChemours$47,670,254$15,366,507 ▲47.6%4,163,34110.5%Basic MaterialsAMCRAmcor$34,743,558$26,162,588 ▲304.9%3,780,5837.7%IndustrialsESIElement Solutions$33,964,400$18,154,972 ▲114.8%1,499,5327.5%Basic MaterialsDARDarling Ingredients$30,192,652$30,192,652 ▲New Holding795,8006.7%Consumer StaplesSGMLSigma Lithium$24,115,586$1,782,059 ▲8.0%5,359,0195.3%Computer and TechnologySEESealed Air$21,815,983$24,348,807 ▼-52.7%703,0614.8%IndustrialsKEXKirby$17,579,798$17,579,798 ▲New Holding155,0113.9%TransportationTHTarget Hospitality$13,479,107$633,317 ▲4.9%1,893,1333.0%Consumer DiscretionaryCORE SCIENTIFIC INC NEW$8,487,836$719,313 ▼-7.8%497,2371.9%COMCFCF Industries$8,280,000$8,280,000 ▲New Holding90,0001.8%Basic MaterialsMOSMosaic$8,208,000$8,208,000 ▲New Holding225,0001.8%Basic MaterialsDYDycom Industries$6,949,230$39,407,889 ▼-85.0%28,4351.5%ConstructionKNXKnight-Swift Transportation$6,499,820$3,283,812 ▲102.1%146,9551.4%TransportationGXOGXO Logistics$6,247,139$6,247,139 ▲New Holding128,2781.4%TransportationGEOGeo Group$6,192,392$8,294,292 ▼-57.3%258,5551.4%Business ServicesMTZMasTec$5,478,813$714,954 ▲15.0%32,1471.2%ConstructionFCXFreeport-McMoRan$4,038,789$2,179,291 ▼-35.0%93,1670.9%Basic MaterialsIAGIamgold$3,674,111$3,674,111 ▲New Holding499,8790.8%Basic MaterialsCSLCarlisle Companies$3,191,823$3,191,823 ▲New Holding8,5480.7%Multi-Sector ConglomeratesKTOSKratos Defense & Security Solutions$2,287,895$2,287,895 ▲New Holding49,2550.5%AerospaceJBTJohn Bean Technologies$1,996,316$1,996,316 ▲New Holding16,6000.4%IndustrialsDRIODarioHealth$858,1900.0%1,280,8800.2%MedicalIWMiShares Russell 2000 ETF$0$11,470,675 ▼-100.0%00.0%FinancePKGPackaging Corporation of America$0$10,075,258 ▼-100.0%00.0%IndustrialsPSNParsons$0$9,099,866 ▼-100.0%00.0%Business ServicesBABoeing$0$6,253,386 ▼-100.0%00.0%AerospaceATIATI$0$4,774,533 ▼-100.0%00.0%Basic MaterialsWWDWoodward$0$1,467,950 ▼-100.0%00.0%AerospaceGE VERNOVA INC$0$1,221,120 ▼-100.0%00.0%COMWFGWest Fraser Timber$0$1,164,179 ▼-100.0%00.0%ConstructionWLKWestlake$0$716,715 ▼-100.0%00.0%Basic MaterialsAVNTAvient$0$634,470 ▼-100.0%00.0%Basic MaterialsNXENexGen Energy$0$51,069 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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