Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Appian Way Asset Management LP (CIK 1795816) reported $558.0M across 27 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: IWM ($79.8M, 14.31%), DAR ($72.1M, 12.92%), GLNG ($66.0M, 11.83%), PCT ($56.8M, 10.17%), KEX ($56.4M, 10.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | $79.8M | 14.31% | 330,000 | New |
| 2 | DAR | DARLING INGREDIENTS INC | $72.1M | 12.92% | 2.3M | Added |
| 3 | GLNG | GOLAR LNG LTD | $66.0M | 11.83% | 1.6M | Added |
| 4 | PCT | PURECYCLE TECHNOLOGIES INC | $56.8M | 10.17% | 4.3M | Added |
| 5 | KEX | KIRBY CORP | $56.4M | 10.10% | 675,546 | Added |
| 6 | SEE | SEALED AIR CORP NEW | $44.5M | 7.97% | 1.3M | Added |
| 7 | FTAI | FTAI AVIATION LTD | $31.9M | 5.72% | 191,431 | Trimmed |
| 8 | AMCR | AMCOR PLC | $18.8M | 3.38% | 2.3M | Trimmed |
| 9 | IAG | IAMGOLD CORP | $18.3M | 3.28% | 1.4M | Added |
| 10 | ESI | ELEMENT SOLUTIONS INC | $16.4M | 2.94% | 650,872 | Trimmed |
| 11 | CC | CHEMOURS CO | $14.6M | 2.62% | 922,656 | Trimmed |
| 12 | TH | TARGET HOSPITALITY CORP | $11.5M | 2.07% | 1.4M | Trimmed |
| 13 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $10.1M | 1.81% | 255,978 | Added |
| 14 | CE | CELANESE CORP DEL | $9.5M | 1.69% | 224,589 | New |
| 15 | NXE | NEXGEN ENERGY LTD | $9.4M | 1.69% | 1.1M | New |
| 16 | CORZ | CORE SCIENTIFIC INC NEW | $7.8M | 1.40% | 434,661 | Trimmed |
| 17 | GEO | GEO GROUP INC NEW | $4.9M | 0.88% | 239,168 | Trimmed |
| 18 | SOI | SOLARIS ENERGY INFRAS INC | $4.7M | 0.84% | 116,740 | New |
| 19 | JBS | JBS N.V. | $4.6M | 0.83% | 310,681 | New |
| 20 | OLN | OLIN CORP | $4.3M | 0.77% | 171,672 | New |
| 21 | CCJ | CAMECO CORP | $4.1M | 0.74% | 49,259 | New |
| 22 | PKG | PACKAGING CORP AMER | $2.8M | 0.50% | 12,784 | New |
| 23 | CALM | CAL MAINE FOODS INC | $1.8M | 0.33% | 19,442 | New |
| 24 | FUL | FULLER H B CO | $1.8M | 0.32% | 29,675 | New |
| 25 | GXO | GXO LOGISTICS INCORPORATED | $1.6M | 0.29% | 30,186 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30