Appian Way Asset Management as of Dec. 31, 2019
Portfolio Holdings for Appian Way Asset Management
Appian Way Asset Management holds 29 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berry Plastics (BERY) | 8.1 | $15M | 325k | 47.49 | |
| Industries N shs - a - (LYB) | 6.7 | $13M | 137k | 94.48 | |
| Nxp Semiconductors N V (NXPI) | 6.5 | $13M | 99k | 127.26 | |
| Dupont De Nemours (DD) | 5.7 | $11M | 171k | 64.20 | |
| Republic Services (RSG) | 5.6 | $11M | 120k | 89.63 | |
| Quanta Services (PWR) | 5.2 | $10M | 246k | 40.71 | |
| Stanley Black & Decker (SWK) | 5.2 | $9.9M | 60k | 165.75 | |
| Westrock (WRK) | 5.0 | $9.6M | 224k | 42.91 | |
| MasTec (MTZ) | 5.0 | $9.5M | 148k | 64.16 | |
| Air Products & Chemicals (APD) | 4.1 | $7.8M | 33k | 235.00 | |
| Axalta Coating Sys (AXTA) | 3.6 | $7.0M | 229k | 30.40 | |
| Graphic Packaging Holding Company (GPK) | 3.4 | $6.5M | 388k | 16.65 | |
| Microchip Technology (MCHP) | 3.3 | $6.3M | 61k | 104.72 | |
| Tronox Holdings (TROX) | 3.2 | $6.2M | 545k | 11.42 | |
| Owens Corning (OC) | 3.0 | $5.9M | 90k | 65.12 | |
| United Technologies Corporation | 3.0 | $5.7M | 38k | 149.75 | |
| Huntsman Corporation (HUN) | 2.8 | $5.3M | 221k | 24.16 | |
| Paccar (PCAR) | 2.7 | $5.2M | 66k | 79.11 | |
| Mosaic (MOS) | 2.6 | $5.1M | 235k | 21.64 | |
| Toll Brothers (TOL) | 2.4 | $4.5M | 114k | 39.51 | |
| Spdr S&p 500 Etf (SPY) | 2.3 | $4.4M | 14k | 321.83 | |
| Crown Holdings (CCK) | 2.1 | $4.1M | 57k | 72.53 | |
| Cabot Microelectronics Corporation | 2.1 | $4.0M | 28k | 144.32 | |
| Parker-Hannifin Corporation (PH) | 1.8 | $3.5M | 17k | 205.84 | |
| General Electric Company | 1.7 | $3.3M | 297k | 11.16 | |
| Ensco | 1.7 | $3.3M | 505k | 6.56 | |
| Beacon Roofing Supply (BECN) | 0.5 | $1.0M | 32k | 31.98 | |
| Delphi Technologies | 0.2 | $455k | 35k | 12.84 | |
| Stanley Black & Decker Inc cmn | 0.2 | $336k | 1.0k | 336.00 |
