Appian Way Asset Management

Appian Way Asset Management as of June 30, 2021

Portfolio Holdings for Appian Way Asset Management

Appian Way Asset Management holds 46 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avery Dennison Corporation (AVY) 9.7 $15M 69k 210.23
International Paper Company (IP) 9.5 $14M 232k 61.31
West Fraser Timb (WFG) 9.4 $14M 196k 71.79
Ecolab (ECL) 5.9 $8.9M 43k 205.97
Republic Services (RSG) 5.5 $8.3M 75k 110.00
Crown Holdings (CCK) 5.4 $8.1M 79k 102.21
Quanta Services (PWR) 5.4 $8.0M 89k 90.57
Packaging Corporation of America (PKG) 4.1 $6.1M 45k 135.42
Boeing Company (BA) 4.1 $6.1M 26k 239.57
Mohawk Industries (MHK) 4.0 $6.0M 32k 192.20
Avient Corp (AVNT) 3.7 $5.6M 114k 49.16
General Motors Company (GM) 3.3 $4.9M 82k 59.17
Louisiana-Pacific Corporation (LPX) 2.3 $3.5M 58k 60.29
Middleby Corporation (MIDD) 2.2 $3.2M 19k 173.23
Element Solutions (ESI) 2.1 $3.1M 132k 23.38
Delta Air Lines Inc Del Com New (DAL) 1.9 $2.9M 67k 43.26
Pontem Corporation Shs Cl A 1.9 $2.9M 293k 9.72
Atotech 1.9 $2.8M 111k 25.53
Tronox Holdings SHS (TROX) 1.7 $2.6M 116k 22.40
NVR (NVR) 1.7 $2.5M 503.00 4974.16
Emcor (EME) 1.6 $2.5M 20k 123.17
Sanderson Farms 1.6 $2.4M 13k 187.96
Cleveland-cliffs (CLF) 1.3 $1.9M 87k 21.56
Purecycle Technologies (PCT) 1.2 $1.9M 79k 23.65
Valaris Cl A (VAL) 1.1 $1.7M 60k 28.88
Eastman Chemical Company (EMN) 1.0 $1.5M 13k 116.73
Occidental Petroleum Corporation (OXY) 1.0 $1.4M 46k 31.26
Mosaic (MOS) 0.9 $1.4M 44k 31.92
Outfront Media (OUT) 0.8 $1.2M 50k 24.04
Masco Corporation (MAS) 0.8 $1.2M 20k 58.90
Gores Metropoulos Ii Cl A 0.6 $921k 93k 9.89
Decarbonization Plus Acqu Ii Com Cl A 0.5 $730k 74k 9.87
Climate Real Impact Slutins Com Cl A 0.5 $679k 69k 9.86
Aspen Aerogels (ASPN) 0.4 $536k 18k 29.94
Fortress Capital Acquisition Shs Cl A 0.3 $455k 46k 9.83
Pontem Corporation *w Exp 01/05/202 0.3 $429k 100k 4.29
Dhc Acquisition Corp Unit 02/25/2026 0.1 $192k 19k 10.06
Arctos Northstar Acquis Corp Shs Cl A 0.1 $146k 15k 9.73
Decarbonization Plus Acqu Ii *w Exp 01/19/202 0.1 $122k 25k 4.95
Landcadia Holdings Iv Unit 05/01/2025 0.1 $116k 12k 9.99
Climate Real Impact Slutins *w Exp 01/29/202 (CLIMW) 0.0 $68k 14k 4.94
Fortress Capital Acquisition *w Exp 99/99/999 0.0 $44k 9.3k 4.75
Arctos Northstar Acquis Corp *w Exp 99/99/999 0.0 $17k 3.8k 4.53
Didi Global Sponsored Ads (DIDIY) 0.0 $14k 1.0k 14.00
Velocity Acquisition Corp Com Cl A 0.0 $8.0k 831.00 9.63
Velocity Acquisition Corp *w Exp 02/24/202 0.0 $999.997700 277.00 3.61