Appian Way Asset Management

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

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Portfolio Holdings for Appian Way Asset Management

Companies in the Appian Way Asset Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avery Dennison Corporation (AVY) 9.6 $19M -13% 103k 183.65
International Paper Company (IP) 8.6 $17M NEW 311k 54.07
Domtar Corp Com New (UFS) 7.5 $15M +173% 397k 36.95
Quanta Services (PWR) 5.5 $11M NEW 124k 87.98
Fortune Brands (FBHS) 5.3 $11M NEW 109k 95.82
Crown Holdings (CCK) 5.1 $10M NEW 104k 97.04
Lyondellbasell Industries N Shs - A - (LYB) 4.6 $9.0M NEW 86k 104.06
Builders FirstSource (BLDR) 4.3 $8.5M NEW 183k 46.37
Union Pacific Corporation (UNP) 4.0 $7.8M NEW 36k 220.40
Tronox Holdings SHS (TROX) 3.9 $7.6M +240% 414k 18.30
Linde SHS (LIN) 3.8 $7.5M -3% 27k 280.13
W.R. Grace & Co. (GRA) 3.3 $6.5M +7% 109k 59.86
Delta Air Lines Inc Del Com New (DAL) 3.3 $6.4M +440% 133k 48.28
Flex Ord (FLEX) 2.6 $5.2M +40% 283k 18.31

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Sherwin-Williams Company (SHW) 2.5 $4.9M NEW 6.7k 738.01
JetBlue Airways Corporation (JBLU) 2.4 $4.6M +68% 227k 20.34
West Fraser Timb (WFG) 2.2 $4.3M NEW 59k 71.98
D.R. Horton (DHI) 2.0 $3.9M +68% 44k 89.13
Westlake Chemical Corporation (WLK) 1.9 $3.7M -42% 41k 88.79
NVR (NVR) 1.8 $3.6M -75% 754.00 4710.88
Canadian Natl Ry (CNI) 1.7 $3.2M +2% 28k 115.99
Johnson Ctls Intl SHS (JCI) 1.6 $3.1M NEW 52k 59.67
Booking Holdings (BKNG) 1.5 $3.0M NEW 1.3k 2330.00
Pontem Corporation Unit 99/99/9999 (PNTM.U) 1.5 $3.0M NEW 300k 9.90
Atotech (ATC) 1.5 $2.9M NEW 143k 20.25
Avient Corp (AVNT) 1.4 $2.7M NEW 57k 47.28
Southwest Airlines (LUV) 1.3 $2.5M -28% 41k 61.06
Artius Acquisition Com Cl A 0.9 $1.7M NEW 170k 10.10
AECOM Technology Corporation (ACM) 0.9 $1.7M -57% 26k 64.10
E2open Parent Holdings Com Cl A (ETWO) 0.8 $1.6M NEW 156k 9.96
Plug Power Com New (PLUG) 0.8 $1.5M -26% 41k 35.84
4068594 Enphase Energy (ENPH) 0.5 $954k +3% 5.9k 162.13
Decarbonization Plus Acqu Ii Unit 01/19/2026 (DCRNU) 0.4 $744k NEW 74k 10.06
Climate Real Impact Slutins Unit 99/99/9999 (CLIM.U) 0.4 $688k NEW 69k 10.00
Fortress Capital Acquisition Unit 99/99/9999 (FCAX.U) 0.3 $501k NEW 50k 10.02
Dhc Acquisition Corp Unit 02/25/2026 (DHCAU) 0.1 $200k NEW 20k 10.00
Landcadia Holdings Iv Unit 05/01/2025 (LCAHU) 0.1 $198k NEW 20k 9.90
Slam Corp Unit 99/99/9999 (SLAMU) 0.1 $198k NEW 20k 9.90
Arctos Northstar Acquis Corp Unit 99/99/9999 (ANAC.U) 0.1 $150k NEW 15k 10.00
Decarbonization Plus Acqu Com Cl A (DCRB) 0.1 $111k NEW 11k 10.46
Humanco Acquisition Corp Unit 12/08/2023 (HMCOU) 0.1 $106k 10k 10.60
Velocity Acquisition Corp Unit 99/99/9999 (VELOU) 0.0 $8.0k NEW 831.00 9.63

Past Filings by Appian Way Asset Management

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