Appian Way Asset Management as of June 30, 2025
Portfolio Holdings for Appian Way Asset Management
Appian Way Asset Management holds 25 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Purecycle Technologies (PCT) | 12.9 | $58M | 4.3M | 13.70 | |
| Golar Lng SHS (GLNG) | 11.0 | $50M | 1.2M | 41.19 | |
| Ftai Aviation SHS (FTAI) | 10.6 | $48M | 415k | 115.04 | |
| Chemours (CC) | 10.5 | $48M | 4.2M | 11.45 | |
| Amcor Ord (AMCR) | 7.7 | $35M | 3.8M | 9.19 | |
| Element Solutions (ESI) | 7.5 | $34M | 1.5M | 22.65 | |
| Darling International (DAR) | 6.7 | $30M | 796k | 37.94 | |
| Sigma Lithium Corporation (SGML) | 5.3 | $24M | 5.4M | 4.50 | |
| Sealed Air (SEE) | 4.8 | $22M | 703k | 31.03 | |
| Kirby Corporation (KEX) | 3.9 | $18M | 155k | 113.41 | |
| Target Hospitality Corp (TH) | 3.0 | $14M | 1.9M | 7.12 | |
| Core Scientific (CORZ) | 1.9 | $8.5M | 497k | 17.07 | |
| CF Industries Holdings Call Option (CF) | 1.8 | $8.3M | 90k | 92.00 | |
| Mosaic Call Option (MOS) | 1.8 | $8.2M | 225k | 36.48 | |
| Dycom Industries (DY) | 1.5 | $6.9M | 28k | 244.39 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 1.4 | $6.5M | 147k | 44.23 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 1.4 | $6.2M | 128k | 48.70 | |
| Geo Group Inc/the reit (GEO) | 1.4 | $6.2M | 259k | 23.95 | |
| MasTec (MTZ) | 1.2 | $5.5M | 32k | 170.43 | |
| Freeport-mcmoran CL B (FCX) | 0.9 | $4.0M | 93k | 43.35 | |
| Iamgold Corp (IAG) | 0.8 | $3.7M | 500k | 7.35 | |
| Carlisle Companies (CSL) | 0.7 | $3.2M | 8.5k | 373.40 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.5 | $2.3M | 49k | 46.45 | |
| John Bean Technologies Corporation (JBTM) | 0.4 | $2.0M | 17k | 120.26 | |
| Dariohealth Corp Com New (DRIO) | 0.2 | $858k | 1.3M | 0.67 |
