13F-HR filed by Appian Way Asset Management LP
Appian Way Asset Management LP filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 35 holding rows worth $480,287,272.
- Accession
- 0001493152-25-006950
- Filer
- CIK 1795816
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 35 entries on the cover page, a total value of $480,287,272 stated on the cover page (in dollars after the unit check, H1), rows summing to $480,287,272 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 |
|---|---|---|---|---|---|---|
| GOLAR LNG LTD | G9456A100 | SHS | 1,315,422 | $55,668,659 | dollars as filed | |
| SIGMA LITHIUM CORPORATION COM | 826599102 | Stock | 4,712,425 | $52,873,409 | dollars as filed | |
| SEALED AIR CORP NEW | 81211K100 | COM | 1,515,188 | $51,258,810 | dollars as filed | |
| PURECYCLE TECHNOLOGIES INC | 74623V103 | COM | 4,865,682 | $49,873,241 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 2,532,276 | $42,795,464 | dollars as filed | |
| SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | COM CL A | 1,131,506 | $38,561,724 | dollars as filed | |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 1,283,213 | $32,632,107 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 1,120,000 | $18,928,000 | dollars as filed | call |
| AMCOR PLC | G0250X107 | ORD | 1,806,098 | $16,995,382 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 91,143 | $15,864,351 | dollars as filed | |
| GEO GROUP INC NEW | 36162J106 | COM | 501,830 | $14,041,203 | dollars as filed | |
| CELANESE CORP DEL COM | 150870103 | Stock | 150,000 | $10,381,500 | dollars as filed | call |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 64,231 | $9,251,833 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 79,923 | $8,313,590 | dollars as filed | |
| FMC CORP COM NEW | 302491303 | Stock | 144,059 | $7,002,708 | dollars as filed | |
| KBR INC COM | 48242W106 | Stock | 120,707 | $6,992,557 | dollars as filed | |
| SEALED AIR CORP NEW | 81211K100 | COM | 200,000 | $6,766,000 | dollars as filed | call |
| GOLAR LNG LTD | G9456A100 | SHS | 120,000 | $5,078,400 | dollars as filed | call |
| CACI INTL INC CL A | 127190304 | Stock | 12,399 | $5,009,940 | dollars as filed | |
| LAMB WESTON HLDGS INC | 513272104 | COM | 67,320 | $4,498,996 | dollars as filed | |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 167,400 | $4,256,982 | dollars as filed | call |
| NEXGEN ENERGY LTD COM | 65340P106 | Stock | 465,582 | $3,072,841 | dollars as filed | |
| COMPASS MINERALS INTL INC | 20451N101 | COM | 232,730 | $2,618,213 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 67,418 | $2,547,052 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 40,000 | $2,412,800 | dollars as filed | |
| AVIENT CORPORATION | 05368V106 | COM | 48,800 | $1,993,968 | dollars as filed | |
| KIRBY CORP | 497266106 | COM | 16,739 | $1,770,986 | dollars as filed | |
| WESTLAKE CORPORATION | 960413102 | COM | 15,172 | $1,739,470 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 5,700 | $1,603,581 | dollars as filed | |
| HORMEL FOODS CORP COM | 440452100 | Stock | 49,000 | $1,537,130 | dollars as filed | |
| DARIOHEALTH CORP | 23725P209 | COM | 1,410,845 | $1,109,065 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 194,623 | $1,101,566 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 87,500 | $859,250 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 6,331 | $483,688 | dollars as filed | |
| GERDAU SA SPON ADR REP PFD | 373737105 | ADR | 136,391 | $392,806 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001493152-25-006950 | this filing | 2025-02-14 | acceptance time not in the bulk data set |