Appian Way Asset Management Lp Top Holdings and 13F Report (2025) About Appian Way Asset Management LpInvestment ActivityAppian Way Asset Management Lp has $446.68 million in total holdings as of March 31, 2025.Appian Way Asset Management Lp owns shares of 27 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 37.07% of the portfolio was purchased this quarter.About 32.12% of the portfolio was sold this quarter.This quarter, Appian Way Asset Management Lp has purchased 31 new stocks and bought additional shares in 6 stocks.Appian Way Asset Management Lp sold shares of 8 stocks and completely divested from 17 stocks this quarter.Largest Holdings PURECYCLE TECHNOLOGIES INC $59,175,328Golar LNG $57,920,352Sigma Lithium $51,615,262FTAI AVIATION LTD $50,050,103Sealed Air $42,995,888 Largest New Holdings this Quarter 87615L107 - Target Hospitality $11,871,531 Holding464287655 - iShares Russell 2000 ETF $11,470,675 Holding695156109 - Packaging Corporation of America $10,075,258 Holding70202L102 - Parsons $9,099,866 Holding097023105 - Boeing $6,253,386 Holding Largest Purchases this Quarter FTAI AVIATION LTD 386,549 shares (about $42.92M)PURECYCLE TECHNOLOGIES INC 3,685,666 shares (about $25.50M)Dycom Industries 98,542 shares (about $15.01M)Target Hospitality 1,804,184 shares (about $11.87M)iShares Russell 2000 ETF 57,500 shares (about $11.47M) Largest Sales this Quarter Element Solutions 752,625 shares (about $17.02M)Chemours 830,988 shares (about $11.24M)Amcor 872,369 shares (about $8.46M)Sealed Air 227,441 shares (about $6.57M)NexGen Energy 454,208 shares (about $2.04M) 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$59,175,328$25,504,809 ▲75.7%8,551,34813.2%COMGLNGGolar LNG$57,920,352$3,388,670 ▲6.2%1,524,62113.0%EnergySGMLSigma Lithium$51,615,262$2,606,042 ▲5.3%4,963,00611.6%Computer and TechnologyFTAI AVIATION LTD$50,050,103$42,918,535 ▲601.8%450,78011.2%SHSSEESealed Air$42,995,888$6,573,045 ▼-13.3%1,487,7479.6%IndustrialsCCChemours$38,172,027$11,243,268 ▼-22.8%2,821,2888.5%Basic MaterialsDYDycom Industries$28,896,613$15,011,888 ▲108.1%189,6856.5%ConstructionGEOGeo Group$17,668,311$3,009,857 ▲20.5%604,8724.0%Business ServicesESIElement Solutions$15,781,509$17,016,852 ▼-51.9%697,9883.5%Basic MaterialsTHTarget Hospitality$11,871,531$11,871,531 ▲New Holding1,804,1842.7%Consumer DiscretionaryIWMiShares Russell 2000 ETF$11,470,675$11,470,675 ▲New Holding57,5002.6%FinancePKGPackaging Corporation of America$10,075,258$10,075,258 ▲New Holding50,8802.3%IndustrialsPSNParsons$9,099,866$9,099,866 ▲New Holding153,6882.0%Business ServicesAMCRAmcor$9,057,171$8,461,979 ▼-48.3%933,7292.0%IndustrialsBABoeing$6,253,386$6,253,386 ▲New Holding36,6661.4%AerospaceFCXFreeport-McMoRan$5,430,601$5,430,601 ▲New Holding143,4391.2%Basic MaterialsATIATI$4,774,533$4,774,533 ▲New Holding91,7651.1%Basic MaterialsCORE SCIENTIFIC INC NEW$3,905,082$3,905,082 ▲New Holding539,3760.9%COMMTZMasTec$3,262,278$3,262,278 ▲New Holding27,9520.7%ConstructionKNXKnight-Swift Transportation$3,162,201$3,162,201 ▲New Holding72,7110.7%TransportationWWDWoodward$1,467,950$1,467,950 ▲New Holding8,0440.3%AerospaceGE VERNOVA INC$1,221,120$1,221,120 ▲New Holding4,0000.3%COMWFGWest Fraser Timber$1,164,179$1,164,179 ▲New Holding15,1310.3%ConstructionDRIODarioHealth$784,155$79,565 ▼-9.2%1,280,8800.2%MedicalWLKWestlake$716,715$800,940 ▼-52.8%7,1650.2%Basic MaterialsAVNTAvient$634,470$1,178,938 ▼-65.0%17,0740.1%Basic MaterialsNXENexGen Energy$51,069$2,039,384 ▼-97.6%11,3740.0%Basic MaterialsSPRSpirit Aerosystems$0$38,561,724 ▼-100.0%00.0%AerospaceCECelanese$0$10,381,500 ▼-100.0%00.0%Basic MaterialsPCARPACCAR$0$8,313,590 ▼-100.0%00.0%Auto/Tires/TrucksFMCFMC$0$7,002,708 ▼-100.0%00.0%Consumer StaplesKBRKBR$0$6,992,557 ▼-100.0%00.0%ConstructionCACICACI International$0$5,009,940 ▼-100.0%00.0%Computer and TechnologyLWLamb Weston$0$4,498,996 ▼-100.0%00.0%Consumer StaplesCMPCompass Minerals International$0$2,618,213 ▼-100.0%00.0%Basic MaterialsAAAlcoa$0$2,547,052 ▼-100.0%00.0%IndustrialsUBERUber Technologies$0$2,412,800 ▼-100.0%00.0%Computer and TechnologyKEXKirby$0$1,770,986 ▼-100.0%00.0%TransportationFDXFedEx$0$1,603,581 ▼-100.0%00.0%TransportationHRLHormel Foods$0$1,537,130 ▼-100.0%00.0%Consumer StaplesWULFTeraWulf$0$1,101,566 ▼-100.0%00.0%FinanceIRENIREN$0$859,250 ▼-100.0%00.0%FinancePRIMPrimoris Services$0$483,688 ▼-100.0%00.0%ConstructionGGBGerdau$0$392,806 ▼-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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