Appian Way Asset Management as of Sept. 30, 2020
Portfolio Holdings for Appian Way Asset Management
Appian Way Asset Management holds 43 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dow (DOW) | 13.0 | $29M | 609k | 47.06 | |
| AECOM Technology Corporation (ACM) | 6.9 | $15M | 362k | 41.84 | |
| Avery Dennison Corporation (AVY) | 5.8 | $13M | 100k | 127.84 | |
| PPG Industries (PPG) | 5.3 | $12M | 95k | 122.08 | |
| Crown Holdings (CCK) | 5.1 | $11M | 146k | 76.86 | |
| NVR (NVR) | 4.6 | $10M | 2.5k | 4083.27 | |
| Packaging Corporation of America (PKG) | 4.4 | $9.8M | 90k | 109.05 | |
| Dupont De Nemours (DD) | 3.5 | $7.6M | 138k | 55.48 | |
| CSX Corporation (CSX) | 3.4 | $7.4M | 96k | 77.67 | |
| Microchip Technology (MCHP) | 3.1 | $6.8M | 67k | 102.76 | |
| KBR (KBR) | 2.9 | $6.3M | 284k | 22.36 | |
| Vroom | 2.6 | $5.7M | 111k | 51.78 | |
| Roper Industries (ROP) | 2.6 | $5.7M | 14k | 395.10 | |
| Linde SHS | 2.4 | $5.4M | 23k | 238.13 | |
| Builders FirstSource (BLDR) | 2.3 | $5.0M | 154k | 32.62 | |
| Quanta Services (PWR) | 2.3 | $5.0M | 94k | 52.86 | |
| Pulte (PHM) | 2.2 | $4.8M | 104k | 46.29 | |
| Southwest Airlines (LUV) | 2.2 | $4.8M | 127k | 37.50 | |
| Element Solutions (ESI) | 2.1 | $4.6M | 441k | 10.51 | |
| Otis Worldwide Corp (OTIS) | 2.1 | $4.6M | 74k | 62.42 | |
| Owens Corning (OC) | 2.1 | $4.6M | 66k | 68.81 | |
| Masco Corporation (MAS) | 1.9 | $4.3M | 78k | 55.13 | |
| 4068594 Enphase Energy (ENPH) | 1.8 | $3.9M | 47k | 82.58 | |
| Analog Devices (ADI) | 1.7 | $3.8M | 32k | 116.75 | |
| Domtar Corp Com New | 1.7 | $3.7M | 139k | 26.27 | |
| Axalta Coating Sys (AXTA) | 1.6 | $3.6M | 163k | 22.17 | |
| Ball Corporation (BALL) | 1.2 | $2.7M | 33k | 83.13 | |
| Nuance Communications | 1.2 | $2.6M | 79k | 33.19 | |
| Sherwin-Williams Company (SHW) | 1.1 | $2.5M | 3.6k | 696.67 | |
| Tronox Holdings SHS (TROX) | 0.9 | $2.0M | 254k | 7.87 | |
| Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.8 | $1.9M | 97k | 19.23 | |
| Ashland (ASH) | 0.7 | $1.6M | 23k | 70.90 | |
| Kansas City Southern Com New | 0.7 | $1.6M | 8.7k | 180.88 | |
| Sensata Technologies Hldng P SHS (ST) | 0.6 | $1.4M | 33k | 43.15 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 0.6 | $1.2M | 94k | 13.16 | |
| Summit Matls Cl A (SUM) | 0.6 | $1.2M | 75k | 16.53 | |
| AutoZone (AZO) | 0.5 | $1.2M | 1.0k | 1177.40 | |
| Nio Spon Ads (NIO) | 0.4 | $977k | 46k | 21.22 | |
| Social Cap Hdosphia Hldg Shs Cl A | 0.4 | $960k | 51k | 19.00 | |
| Sunrun (RUN) | 0.3 | $709k | 9.2k | 77.07 | |
| Keysight Technologies (KEYS) | 0.3 | $583k | 5.9k | 98.81 | |
| Avient Corp (AVNT) | 0.2 | $341k | 13k | 26.42 | |
| Chindata Group Hldgs Ads | 0.1 | $162k | 10k | 16.20 |
