13F-HR filed by Appian Way Asset Management LP
Appian Way Asset Management LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 28 holding rows worth $451,936,647.
- Accession
- 0001985479-25-000008
- Filer
- CIK 1795816
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 28 entries on the cover page, a total value of $451,936,647 stated on the cover page (in dollars after the unit check, H1), rows summing to $451,936,647 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 | 3,855,979 | $52,826,912 | dollars as filed | |
| GOLAR LNG LTD | G9456A100 | SHS | 1,212,207 | $49,930,806 | dollars as filed | |
| FTAI AVIATION LTD SHS | G3730V105 | Stock | 415,049 | $47,747,237 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 3,813,341 | $43,662,754 | dollars as filed | |
| AMCOR PLC | G0250X107 | ORD | 3,780,583 | $34,743,558 | dollars as filed | |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 1,499,532 | $33,964,400 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 730,000 | $27,696,200 | dollars as filed | call |
| SIGMA LITHIUM CORPORATION COM | 826599102 | Stock | 5,359,019 | $24,115,586 | dollars as filed | |
| SEALED AIR CORP NEW | 81211K100 | COM | 703,061 | $21,815,983 | dollars as filed | |
| KIRBY CORP | 497266106 | COM | 155,011 | $17,579,798 | dollars as filed | |
| Target Hospitality Corp. | 87615L107 | Common Stock, par value $0.0001 per share | 1,893,133 | $13,479,107 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 497,237 | $8,487,836 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 90,000 | $8,280,000 | dollars as filed | call |
| MOSAIC CO COM | 61945C103 | Stock | 225,000 | $8,208,000 | dollars as filed | call |
| DYCOM INDS INC COM | 267475101 | Stock | 28,435 | $6,949,230 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 146,955 | $6,499,820 | dollars as filed | |
| GXO LOGISTICS INCORPORATED COMMON STOCK | 36262G101 | Stock | 128,278 | $6,247,139 | dollars as filed | |
| GEO GROUP INC NEW | 36162J106 | COM | 258,555 | $6,192,392 | dollars as filed | |
| PURECYCLE TECHNOLOGIES INC | 74623V103 | COM | 400,000 | $5,480,000 | dollars as filed | call |
| MASTEC INC COM | 576323109 | Stock | 32,147 | $5,478,813 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 93,167 | $4,038,789 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 350,000 | $4,007,500 | dollars as filed | call |
| IAMGOLD CORP COM | 450913108 | Stock | 499,879 | $3,674,111 | dollars as filed | |
| CARLISLE COS INC COM | 142339100 | Stock | 8,548 | $3,191,823 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 65,800 | $2,496,452 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 49,255 | $2,287,895 | dollars as filed | |
| JBT MAREL CORPORATION | 477839104 | COM | 16,600 | $1,996,316 | dollars as filed | |
| DARIOHEALTH CORP | 23725P209 | COM | 1,280,880 | $858,190 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001985479-25-000008 | this filing | 2025-08-14 | acceptance time not in the bulk data set |