Fund Update: Appian Way Asset Management LP Just Disclosed New Holdings

Appian Way Asset Management LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 98,542 shares of $DY (~$13,032,262). This was a increase of ~108.12% from their previous position.
• An increase of 2,485,666 shares of $PCT (~$998,087). This was a increase of ~51.09% from their previous position.
• A decrease of 454,208 shares of $NXE (~$3,021,772). This was a increase of ~-97.56% from their previous position.
• A decrease of 770,000 shares of $CC (~$14,192,500). This was a increase of ~-68.75% from their previous position.
• An increase of 103,042 shares of $GEG (~$3,627,108). This was a increase of ~20.53% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Appian Way Asset Management LP for more details.