Appian-Way-Asset-Management-Lp
AI_NATIVE detailed information: This accession holds the following tickers:[ "FTAI", "NXE", "ATI", "FCX", "GEO", "CORZ", "GLNG", "PKG", "SGML", "PCT", "TH", "PSN", "AMCR", "WFG", "WLK", "WWD", "DRIO", "ESI", "DY", "KNX", "MTZ", "SEE", "GEV", "AVNT", "BA", "CC", "IWM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 27
- Total Value
- 433638133
- Accession Number
- 0001878495-25-000012
- Form Type
- 13F-HR
- Manager Name
- Appian-Way-Asset-Management-Lp
Data Enrichment
100% identified27 identified0 unidentified
Holdings
27 positions • $433.6M total value
Manager:
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Shares:7.4M
Value:$50.9M
% of Portfolio:11.7% ($50.9M/$433.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
GOLAR LNG LTD(GLNGcusipG9456A100) | 1.5M | YoY NEW(+1.5M) | All Managers (Combined) | $57.9M | 13.4% ($57.9M/$433.6M) | YoY NEW(+$57.9M) |
| 5.0M | All Managers (Combined) | $51.6M | 11.9% ($51.6M/$433.6M) | |||
| 7.4M | All Managers (Combined) | $50.9M | 11.7% ($50.9M/$433.6M) | |||
| 450.8K | YoY NEW(+450.8K) | All Managers (Combined) | $50.1M | 11.5% ($50.1M/$433.6M) | YoY NEW(+$50.1M) | |
| 1.5M | All Managers (Combined) | $43.0M | 9.9% ($43.0M/$433.6M) | |||
Chemours Co(CCcusip163851108) | 2.5M | All Managers (Combined) | $33.4M | 7.7% ($33.4M/$433.6M) | ||
| 189.7K | All Managers (Combined) | $28.9M | 6.7% ($28.9M/$433.6M) | |||
GEO GROUP INC(GEOcusip36162J106) | 604.9K | YoY NEW(+604.9K) | All Managers (Combined) | $17.7M | 4.1% ($17.7M/$433.6M) | YoY NEW(+$17.7M) |
| 698.0K | YoY NEW(+698.0K) | All Managers (Combined) | $15.8M | 3.6% ($15.8M/$433.6M) | YoY NEW(+$15.8M) | |
| 1.8M | QoQ NEW(+1.8M) YoY NEW(+1.8M) | All Managers (Combined) | $11.9M | 2.7% ($11.9M/$433.6M) | QoQ NEW(+$11.9M) YoY NEW(+$11.9M) | |
| 57.5K | QoQ NEW(+57.5K) YoY NEW(+57.5K) | All Managers (Combined) | $11.5M | 2.6% ($11.5M/$433.6M) | QoQ NEW(+$11.5M) YoY NEW(+$11.5M) | |
| 50.9K | QoQ NEW(+50.9K) YoY NEW(+50.9K) | All Managers (Combined) | $10.1M | 2.3% ($10.1M/$433.6M) | QoQ NEW(+$10.1M) YoY NEW(+$10.1M) | |
PARSONS CORP(PSNcusip70202L102) | 153.7K | QoQ NEW(+153.7K) | All Managers (Combined) | $9.1M | 2.1% ($9.1M/$433.6M) | QoQ NEW(+$9.1M) |
| 933.7K | YoY NEW(+933.7K) | All Managers (Combined) | $9.1M | 2.1% ($9.1M/$433.6M) | YoY NEW(+$9.1M) | |
| 36.7K | QoQ NEW(+36.7K) YoY NEW(+36.7K) | All Managers (Combined) | $6.3M | 1.4% ($6.3M/$433.6M) | QoQ NEW(+$6.3M) YoY NEW(+$6.3M) | |
| 143.4K | QoQ NEW(+143.4K) YoY NEW(+143.4K) | All Managers (Combined) | $5.4M | 1.3% ($5.4M/$433.6M) | QoQ NEW(+$5.4M) YoY NEW(+$5.4M) | |
| 91.8K | QoQ NEW(+91.8K) | All Managers (Combined) | $4.8M | 1.1% ($4.8M/$433.6M) | QoQ NEW(+$4.8M) | |
| 539.4K | QoQ NEW(+539.4K) YoY NEW(+539.4K) | All Managers (Combined) | $3.9M | 0.9% ($3.9M/$433.6M) | QoQ NEW(+$3.9M) YoY NEW(+$3.9M) | |
MASTEC INC(MTZcusip576323109) | 28.0K | QoQ NEW(+28.0K) | All Managers (Combined) | $3.3M | 0.8% ($3.3M/$433.6M) | QoQ NEW(+$3.3M) |
| 72.7K | QoQ NEW(+72.7K) YoY NEW(+72.7K) | All Managers (Combined) | $3.2M | 0.7% ($3.2M/$433.6M) | QoQ NEW(+$3.2M) YoY NEW(+$3.2M) |