Appian Way Asset Management

Appian Way Asset Management as of March 31, 2021

Portfolio Holdings for Appian Way Asset Management

Appian Way Asset Management holds 42 positions in its portfolio as reported in 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 103k 183.65
International Paper Company (IP) 8.6 $17M 311k 54.07
Domtar Corp Com New 7.5 $15M 397k 36.95
Quanta Services (PWR) 5.5 $11M 124k 87.98
Fortune Brands (FBIN) 5.3 $11M 109k 95.82
Crown Holdings (CCK) 5.1 $10M 104k 97.04
Lyondellbasell Industries N Shs - A - (LYB) 4.6 $9.0M 86k 104.06
Builders FirstSource (BLDR) 4.3 $8.5M 183k 46.37
Union Pacific Corporation (UNP) 4.0 $7.8M 36k 220.40
Tronox Holdings SHS (TROX) 3.9 $7.6M 414k 18.30
Linde SHS 3.8 $7.5M 27k 280.13
W.R. Grace & Co. 3.3 $6.5M 109k 59.86
Delta Air Lines Inc Del Com New (DAL) 3.3 $6.4M 133k 48.28
Flex Ord (FLEX) 2.6 $5.2M 283k 18.31
Sherwin-Williams Company (SHW) 2.5 $4.9M 6.7k 738.01
JetBlue Airways Corporation (JBLU) 2.4 $4.6M 227k 20.34
West Fraser Timb (WFG) 2.2 $4.3M 59k 71.98
D.R. Horton (DHI) 2.0 $3.9M 44k 89.13
Westlake Chemical Corporation (WLK) 1.9 $3.7M 41k 88.79
NVR (NVR) 1.8 $3.6M 754.00 4710.88
Canadian Natl Ry (CNI) 1.7 $3.2M 28k 115.99
Johnson Ctls Intl SHS (JCI) 1.6 $3.1M 52k 59.67
Booking Holdings (BKNG) 1.5 $3.0M 1.3k 2330.00
Pontem Corporation Unit 99/99/9999 1.5 $3.0M 300k 9.90
Atotech 1.5 $2.9M 143k 20.25
Avient Corp (AVNT) 1.4 $2.7M 57k 47.28
Southwest Airlines (LUV) 1.3 $2.5M 41k 61.06
Artius Acquisition Com Cl A 0.9 $1.7M 170k 10.10
AECOM Technology Corporation (ACM) 0.9 $1.7M 26k 64.10
E2open Parent Holdings Com Cl A (ETWO) 0.8 $1.6M 156k 9.96
Plug Power Com New (PLUG) 0.8 $1.5M 41k 35.84
4068594 Enphase Energy (ENPH) 0.5 $954k 5.9k 162.13
Decarbonization Plus Acqu Ii Unit 01/19/2026 0.4 $744k 74k 10.06
Climate Real Impact Slutins Unit 99/99/9999 0.4 $688k 69k 10.00
Fortress Capital Acquisition Unit 99/99/9999 0.3 $501k 50k 10.02
Dhc Acquisition Corp Unit 02/25/2026 0.1 $200k 20k 10.00
Landcadia Holdings Iv Unit 05/01/2025 0.1 $198k 20k 9.90
Slam Corp Unit 99/99/9999 (SLMUF) 0.1 $198k 20k 9.90
Arctos Northstar Acquis Corp Unit 99/99/9999 0.1 $150k 15k 10.00
Decarbonization Plus Acqu Com Cl A 0.1 $111k 11k 10.46
Humanco Acquisition Corp Unit 12/08/2023 0.1 $106k 10k 10.60
Velocity Acquisition Corp Unit 99/99/9999 0.0 $8.0k 831.00 9.63