Appian Way Asset Management as of Sept. 30, 2024
Portfolio Holdings for Appian Way Asset Management
Appian Way Asset Management holds 29 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Purecycle Technologies (PCT) | 12.1 | $54M | 5.7M | 9.50 | |
| Sealed Air (SEE) | 11.6 | $52M | 1.4M | 36.30 | |
| Sigma Lithium Corporation (SGML) | 11.4 | $51M | 4.1M | 12.36 | |
| Dycom Industries (DY) | 9.0 | $40M | 203k | 197.10 | |
| Chemours (CC) | 7.7 | $34M | 1.7M | 20.32 | |
| MasTec (MTZ) | 5.2 | $23M | 189k | 123.10 | |
| Parsons Corporation (PSN) | 5.1 | $23M | 220k | 103.68 | |
| Hldgs (UAL) | 3.6 | $16M | 282k | 57.06 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 3.6 | $16M | 494k | 32.51 | |
| Golar Lng SHS (GLNG) | 3.5 | $15M | 418k | 36.76 | |
| Element Solutions (ESI) | 3.3 | $15M | 536k | 27.16 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 3.2 | $14M | 172k | 83.00 | |
| Nexgen Energy (NXE) | 2.4 | $11M | 1.6M | 6.53 | |
| Westlake Chemical Corporation (WLK) | 2.2 | $9.9M | 66k | 150.29 | |
| Vertiv Holdings Com Cl A (VRT) | 1.9 | $8.7M | 87k | 99.49 | |
| Allegheny Technologies Incorporated (ATI) | 1.9 | $8.5M | 128k | 66.91 | |
| Saia (SAIA) | 1.6 | $7.1M | 16k | 437.26 | |
| TransDigm Group Incorporated (TDG) | 1.5 | $6.6M | 4.6k | 1427.13 | |
| Primoris Services (PRIM) | 1.4 | $6.2M | 107k | 58.08 | |
| 3M Company (MMM) | 1.3 | $5.6M | 41k | 136.70 | |
| Carlisle Companies (CSL) | 1.1 | $4.7M | 10k | 449.75 | |
| Southwest Airlines (LUV) | 1.0 | $4.2M | 143k | 29.63 | |
| Huntsman Corporation (HUN) | 0.9 | $4.1M | 171k | 24.20 | |
| Hormel Foods Corporation (HRL) | 0.9 | $3.8M | 120k | 31.70 | |
| Dupont De Nemours (DD) | 0.8 | $3.4M | 38k | 89.11 | |
| Alaska Air (ALK) | 0.7 | $3.0M | 66k | 45.21 | |
| Nutrien (NTR) | 0.6 | $2.5M | 52k | 48.06 | |
| Dariohealth Corp Com New (DRIO) | 0.4 | $1.6M | 1.4M | 1.12 | |
| Alcoa (AA) | 0.3 | $1.4M | 35k | 38.58 |
