The Analysis of Appian Way Asset Management LP's Holdings

Currently, Appian Way Asset Management LP holds 28 types of securities in its portfolio with a total value $460.0M. In the most recent quarter, they have increased their positions in DAR (+1.7M shares, valued at $51.8M), KEX (+520.5K shares, valued at $43.4M), SEE (+555.5K shares, valued at $19.6M); decreased their positions in CC (-2.9M shares, valued at $45.8M), FTAI (-223.6K shares, valued at $37.3M), ESI (-848.7K shares, valued at $21.4M); initiated new positions in CE (+224.6K shares, valued at $9.5M), NXE (+1.1M shares, valued at $9.4M), SEI (+116.7K shares, valued at $4.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLNG GOLAR LNG LTD1.6M shares34.76%2025-09-302025-11-14

PCT PURECYCLE TECHNOLOGIES INC4.3M shares11.92%2025-09-302025-11-14

KEX KIRBY CORP675.5K shares335.81%2025-09-302025-11-14

DAR DARLING INGREDIENTS INC1.7M shares2551.77%2025-09-302025-11-14

SEE SEALED AIR CORP NEW1.3M shares79.02%2025-09-302025-11-14

FTAI FTAI AVIATION LTD191.4K shares-53.88%2025-09-302025-11-14

AMCR AMCOR PLC2.3M shares-39.06%2025-09-302025-11-14

IAG IAMGOLD CORP1.4M shares183.05%2025-09-302025-11-14

Sponsored

ESI ELEMENT SOLUTIONS INC650.9K shares-56.59%2025-09-302025-11-14

CC CHEMOURS CO922.7K shares-75.80%2025-09-302025-11-14

TH TARGET HOSPITALITY CORP1.4M shares-28.13%2025-09-302025-11-14

KNX KNIGHT-SWIFT TRANSN HLDGS IN256.0K shares74.19%2025-09-302025-11-14

CE CELANESE CORP DEL224.6K sharesnew addition2025-09-302025-11-14

NXE NEXGEN ENERGY LTD1.1M sharesnew addition2025-09-302025-11-14

CORZ CORE SCIENTIFIC INC NEW434.7K shares-12.58%2025-09-302025-11-14

GEO GEO GROUP INC NEW239.2K shares-7.50%2025-09-302025-11-14

Sponsored

SEI SOLARIS ENERGY INFRAS INC116.7K sharesnew addition2025-09-302025-11-14

JBS JBS N.V.310.7K sharesnew addition2025-09-302025-11-14

OLN OLIN CORP171.7K sharesnew addition2025-09-302025-11-14

CCJ CAMECO CORP49.3K sharesnew addition2025-09-302025-11-14

PKG PACKAGING CORP AMER12.8K sharesnew addition2025-09-302025-11-14

CALM CAL MAINE FOODS INC19.4K sharesnew addition2025-09-302025-11-14

FUL FULLER H B CO29.7K sharesnew addition2025-09-302025-11-14

GXO GXO LOGISTICS INCORPORATED30.2K shares-76.47%2025-09-302025-11-14

Sponsored

JBHT HUNT J B TRANS SVCS INC8.1K sharesnew addition2025-09-302025-11-14

DRIO DARIOHEALTH CORP56.9K sharesnew addition2025-09-302025-11-14

AXTA AXALTA COATING SYS LTD25.5K sharesnew addition2025-09-302025-11-14

TROX TRONOX HOLDINGS PLC157.4K sharesnew addition2025-09-302025-11-14

Call Option Holdings

DAR Call CallDARLING INGREDIENTS INC590.0K shares-19.18%2025-09-302025-11-14

Put Option Holdings

IWM Put PutISHARES TR330.0K sharesnew addition2025-09-302025-11-14