Appian Way Asset Management

Latest statistics and disclosures from Appian Way Asset Management's latest quarterly 13F-HR filing:

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Positions held by Appian Way Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Appian Way Asset Management

Companies in the Appian Way Asset Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avery Dennison Corporation (AVY) 16.1 $36M NEW 204k 173.97
Olin Corp Com Par $1 (OLN) 10.3 $23M +104% 432k 52.28
Linde SHS (LIN) 5.7 $12M NEW 39k 319.42
Masco Corporation (MAS) 5.1 $11M +502% 218k 51.00
Westrock (WRK) 5.0 $11M NEW 235k 47.03
Louisiana-Pacific Corporation (LPX) 4.7 $10M -38% 166k 62.12
MasTec (MTZ) 4.2 $9.2M NEW 106k 87.10
Ashland (ASH) 4.0 $8.8M -42% 90k 98.41
Nutrien (NTR) 3.8 $8.3M NEW 80k 103.99
Element Solutions (ESI) 3.6 $7.9M -26% 363k 21.90
Martin Marietta Materials (MLM) 3.0 $6.6M NEW 17k 384.91
Pilgrim's Pride Corporation (PPC) 2.8 $6.3M NEW 249k 25.10
Tronox Holdings SHS (TROX) 2.8 $6.2M -36% 314k 19.79
Axalta Coating Sys (AXTA) 2.8 $6.2M +44% 252k 24.58

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Fortune Brands (FBHS) 2.8 $6.2M NEW 83k 74.28
Deere & Company (DE) 2.8 $6.1M NEW 15k 415.47
Sylvamo Corp Common Stock (SLVM) 2.6 $5.8M NEW 175k 33.28
Dariohealth Corp Com New (DRIO) 2.5 $5.5M +336% 949k 5.84
Azek Cl A (AZEK) 2.5 $5.4M +39% 219k 24.84
KB Home (KBH) 1.8 $4.0M NEW 122k 32.38
Armstrong World Industries (AWI) 1.8 $3.9M NEW 43k 90.00
CSX Corporation (CSX) 1.7 $3.7M NEW 99k 37.45
International Flavors & Fragrances (IFF) 1.5 $3.2M NEW 24k 131.31
Chart Industries (GTLS) 1.1 $2.4M NEW 14k 171.74
Westlake Chemical Corporation (WLK) 0.9 $2.0M NEW 16k 123.38
Caterpillar (CAT) 0.9 $2.0M NEW 8.8k 222.84
Celanese Corporation (CE) 0.9 $1.9M NEW 14k 142.87
Builders FirstSource (BLDR) 0.9 $1.9M NEW 29k 64.55
First Solar (FSLR) 0.5 $1.0M NEW 12k 83.75
Fluor Corporation (FLR) 0.4 $912k NEW 32k 28.68
Purecycle Technologies (PCT) 0.4 $895k +121% 112k 8.00
Pactiv Evergreen (PTVE) 0.1 $298k NEW 30k 10.07
Landcadia Holdings Iv Unit 05/01/2025 (LCAHU) 0.1 $111k 11k 9.90
Tritium Dcfc *w Exp 01/13/202 (DCFCW) 0.0 $79k NEW 25k 3.20
Pontem Corporation *w Exp 01/05/202 (PNTM.WS) 0.0 $33k 100k 0.33
Climate Real Impact Slutins *w Exp 01/29/202 (CLIM.WS) 0.0 $6.0k 14k 0.44

Past Filings by Appian Way Asset Management

SEC 13F filings are viewable for Appian Way Asset Management going back to 2019