Appian Way Asset Management as of Dec. 31, 2022
Portfolio Holdings for Appian Way Asset Management
Appian Way Asset Management holds 26 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avery Dennison Corporation (AVY) | 13.1 | $38M | 208k | 181.00 | |
| Sylvamo Corp Common Stock (SLVM) | 12.7 | $37M | 752k | 48.59 | |
| Cabot Corporation (CBT) | 8.1 | $23M | 350k | 66.84 | |
| Pilgrim's Pride Corporation (PPC) | 8.0 | $23M | 964k | 23.73 | |
| O-i Glass Call Option (OI) | 7.4 | $21M | 250k | 85.30 | |
| Ecolab (ECL) | 7.1 | $21M | 141k | 145.56 | |
| Celanese Corporation (CE) | 6.8 | $19M | 190k | 102.24 | |
| Olin Corp Com Par $1 (OLN) | 6.6 | $19M | 358k | 52.94 | |
| Westlake Chemical Corporation (WLK) | 5.3 | $15M | 149k | 102.54 | |
| Bunge | 4.1 | $12M | 118k | 99.77 | |
| Axalta Coating Sys (AXTA) | 4.0 | $12M | 450k | 25.47 | |
| Fortune Brands (FBIN) | 3.6 | $10M | 179k | 57.11 | |
| Ferguson SHS (FERG) | 2.4 | $6.8M | 53k | 126.97 | |
| Norfolk Southern (NSC) | 2.0 | $5.8M | 24k | 246.42 | |
| KBR (KBR) | 1.8 | $5.1M | 97k | 52.80 | |
| Dariohealth Corp Com New (DRIO) | 1.7 | $4.9M | 1.1M | 4.28 | |
| Te Connectivity SHS (TEL) | 1.5 | $4.4M | 39k | 114.80 | |
| Allegion Ord Shs (ALLE) | 1.0 | $3.0M | 29k | 105.26 | |
| Eagle Materials (EXP) | 1.0 | $2.9M | 22k | 132.85 | |
| Eaton Corp SHS (ETN) | 1.0 | $2.8M | 18k | 156.95 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $1.5M | 3.0k | 486.49 | |
| Masterbrand Common Stock (MBC) | 0.2 | $641k | 85k | 7.55 | |
| Landcadia Holdings Iv Unit 05/01/2025 | 0.0 | $112k | 11k | 9.99 | |
| Pontem Corporation *w Exp 01/05/202 | 0.0 | $8.0k | 100k | 0.08 | |
| Tritium Dcfc *w Exp 01/13/202 (DCFCW) | 0.0 | $7.2k | 25k | 0.29 | |
| Climate Real Impact Slutins *w Exp 01/29/202 (CLIMW) | 0.0 | $13.766000 | 14k | 0.00 |
