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Appian Way Asset Management LP 13F Holdings
Holdings from the most recent 13F from Appian Way Asset Management LP
Filed: 2024-11-14 (Q3 2024) | Holdings: 29 | Value: $444.7M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| PCT - PURECYCLE TECHNOLOGIES INC | Add 18% ($8.1M) | 12.12% | $53.9M | -10.94% | -2.24% | ||
| SEE - SEALED AIR CORP NEW | Add 6% ($2.8M) | 11.64% | $51.8M | -8.65% | -4.77% | ||
| SGML - SIGMA LITHIUM CORPORATION | Add 57% ($18.4M) | 11.38% | $50.6M | -61.55% | -13.57% | ||
| DY - DYCOM INDS INC | Add 18% ($6.0M) | 8.98% | $39.9M | +29.33% | -4.45% | ||
| CC - CHEMOURS CO | New Purchase | 7.68% | $34.2M | -46.05% | -8.63% | ||
| MTZ - MASTEC INC | Add 22% ($4.1M) | 5.24% | $23.3M | +15.90% | -0.26% | ||
| PSN - PARSONS CORP DEL | Reduce 44% $(18.1M) | 5.14% | $22.8M | -30.77% | -26.01% | ||
| UAL - UNITED AIRLS HLDGS INC | Add 19% ($2.6M) | 3.62% | $16.1M | -11.52% | +11.92% | ||
| SPR - SPIRIT AEROSYSTEMS HLDGS INC | Reduce 59% $(23.5M) | 3.61% | $16.1M | +25.13% | +14.74% | ||
| GLNG - GOLAR LNG LTD | New Purchase | 3.45% | $15.4M | +19.74% | +16.89% | ||
| ESI - ELEMENT SOLUTIONS INC | New Purchase | 3.27% | $14.6M | -22.54% | -5.92% | ||
| XLP - SELECT SECTOR SPDR TR | New Purchase | 3.21% | $14.3M | +3.33% | +1.13% | ||
| NXE - NEXGEN ENERGY LTD | Add 404% ($8.5M) | 2.39% | $10.6M | -13.28% | -16.67% | ||
| WLK - WESTLAKE CORPORATION | Add 34% ($2.5M) | 2.22% | $9.9M | -42.38% | -7.70% | ||
| VRT - VERTIV HOLDINGS CO | New Purchase | 1.95% | $8.7M | -5.12% | -7.58% | ||
| ATI - ATI INC | Reduce 22% $(2.4M) | 1.92% | $8.5M | +47.26% | +10.31% | ||
| SAIA - SAIA INC | New Purchase | 1.60% | $7.1M | -50.55% | -5.80% | ||
| TDG - TRANSDIGM GROUP INC | New Purchase | 1.48% | $6.6M | +14.48% | +2.69% | ||
| PRIM - PRIMORIS SVCS CORP | Add 49% ($2.1M) | 1.40% | $6.2M | -7.68% | -8.16% | ||
| MMM - 3M CO | New Purchase | 1.26% | $5.6M | +13.95% | +15.08% | ||
| CSL - CARLISLE COS INC | New Purchase | 1.05% | $4.7M | -14.20% | -20.44% | ||
| LUV - SOUTHWEST AIRLS CO | New Purchase | 0.95% | $4.2M | +1.19% | -6.49% | ||
| HUN - HUNTSMAN CORP | New Purchase | 0.93% | $4.1M | -38.83% | -6.64% | ||
| HRL - HORMEL FOODS CORP | Reduce 69% $(8.5M) | 0.86% | $3.8M | +3.19% | -5.82% | ||
| DD - DUPONT DE NEMOURS INC | Add 3% ($88.0K) | 0.76% | $3.4M | -16.92% | +1.97% | ||
| ALK - ALASKA AIR GROUP INC | Reduce 51% $(3.1M) | 0.67% | $3.0M | -3.44% | +42.34% | ||
| NTR - NUTRIEN LTD | New Purchase | 0.56% | $2.5M | +32.04% | +11.89% | ||
| DRIO - DARIOHEALTH CORP | Add 3% ($39.2K) | 0.36% | $1.6M | -11.89% | -8.72% | ||
| AA - ALCOA CORP | New Purchase | 0.30% | $1.4M | -37.18% | -15.62% | ||
| BALL - BALL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AGCO - AGCO CORP | Reduce 100% | 0.00% | $0.00 | ||||
| APD - AIR PRODS & CHEMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| AZEK - AZEK CO INC | Reduce 100% | 0.00% | $0.00 | ||||
| BLDR - BUILDERS FIRSTSOURCE INC | Reduce 100% | 0.00% | $0.00 | ||||
| CSX - CSX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CCK - CROWN HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DAR - DARLING INGREDIENTS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DE - DEERE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| ERJ - EMBRAER S.A. | Reduce 100% | 0.00% | $0.00 | ||||
| ENPH - ENPHASE ENERGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| IFF - INTERNATIONAL FLAVORS&FRAGRA | Reduce 100% | 0.00% | $0.00 | ||||
| IP - INTERNATIONAL PAPER CO | Reduce 100% | 0.00% | $0.00 | ||||
| KNX - KNIGHT-SWIFT TRANSN HLDGS IN | Reduce 100% | 0.00% | $0.00 | ||||
| LHX - L3HARRIS TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| MOS - MOSAIC CO NEW | Reduce 100% | 0.00% | $0.00 | ||||
| OTIS - OTIS WORLDWIDE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| PCT - PURECYCLE TECHNOLOGIES INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| TS - TENARIS S A | Reduce 100% | 0.00% | $0.00 | ||||
| AXTA - AXALTA COATING SYS LTD | Reduce 100% | 0.00% | $0.00 | ||||
| GSM - FERROGLOBE PLC | Reduce 100% | 0.00% | $0.00 | ||||
| CPA - COPA HOLDINGS SA | Reduce 100% | 0.00% | $0.00 | ||||