13F-HR filed by Appian Way Asset Management LP
Appian Way Asset Management LP filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-11-14, with 29 holding rows worth $444,673,360.
- Accession
- 0001493152-24-046005
- Filer
- CIK 1795816
- Filed
- 2024-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2024
A holdings report, 29 entries on the cover page, a total value of $444,673,360 stated on the cover page (in dollars after the unit check, H1), rows summing to $444,673,358 with VALUE read as dollars as filed, 13F file number 028-20037. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| PURECYCLE TECHNOLOGIES INC | 74623V103 | COM | 5,674,168 | $53,904,596 | dollars as filed | |
| SEALED AIR CORP NEW | 81211K100 | COM | 1,426,247 | $51,772,766 | dollars as filed | |
| SIGMA LITHIUM CORPORATION COM | 826599102 | Stock | 4,092,401 | $50,582,076 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 202,551 | $39,922,802 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 1,680,673 | $34,151,275 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 189,400 | $23,315,140 | dollars as filed | |
| PARSONS CORP DEL COM | 70202L102 | Stock | 220,307 | $22,841,430 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 282,406 | $16,114,086 | dollars as filed | |
| SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | COM CL A | 494,055 | $16,061,728 | dollars as filed | |
| GOLAR LNG LTD | G9456A100 | SHS | 417,611 | $15,351,380 | dollars as filed | |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 535,843 | $14,553,496 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 172,192 | $14,291,936 | dollars as filed | |
| NEXGEN ENERGY LTD COM | 65340P106 | Stock | 1,626,807 | $10,623,050 | dollars as filed | |
| WESTLAKE CORPORATION | 960413102 | COM | 65,618 | $9,861,729 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 87,000 | $8,655,630 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 127,644 | $8,540,660 | dollars as filed | |
| SAIA INC | 78709Y105 | COM | 16,274 | $7,115,969 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 4,600 | $6,564,798 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 107,431 | $6,239,592 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 40,863 | $5,585,972 | dollars as filed | |
| CARLISLE COS INC COM | 142339100 | Stock | 10,387 | $4,671,553 | dollars as filed | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 143,033 | $4,238,068 | dollars as filed | |
| HUNTSMAN CORP | 447011107 | COM | 171,365 | $4,147,033 | dollars as filed | |
| HORMEL FOODS CORP COM | 440452100 | Stock | 120,362 | $3,815,475 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 37,987 | $3,385,022 | dollars as filed | |
| ALASKA AIR GROUP INC COM | 011659109 | Stock | 65,484 | $2,960,532 | dollars as filed | |
| NUTRIEN LTD COM | 67077M108 | Stock | 51,500 | $2,475,090 | dollars as filed | |
| DARIOHEALTH CORP | 23725P209 | COM | 1,410,870 | $1,580,174 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 35,000 | $1,350,300 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001493152-24-046005 | this filing | 2024-11-14 | acceptance time not in the bulk data set |