Appian Way Asset Management

Appian Way Asset Management as of Sept. 30, 2021

Portfolio Holdings for Appian Way Asset Management

Appian Way Asset Management holds 41 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Huntsman Corporation (HUN) 12.0 $28M 953k 29.59
Tyson Foods Cl A (TSN) 7.7 $18M 229k 78.94
Louisiana-Pacific Corporation (LPX) 7.0 $17M 271k 61.37
Berry Plastics (BERY) 6.9 $16M 267k 60.88
International Paper Company (IP) 6.6 $16M 280k 55.92
Ashland (ASH) 6.0 $14M 157k 89.12
Tronox Holdings SHS (TROX) 5.2 $12M 498k 24.65
Element Solutions (ESI) 4.6 $11M 495k 21.68
Olin Corp Com Par $1 (OLN) 4.3 $10M 212k 48.25
West Fraser Timb (WFG) 4.2 $10M 119k 84.13
Dupont De Nemours (DD) 4.2 $9.9M 145k 67.99
Boeing Company (BA) 3.9 $9.2M 42k 219.94
Quanta Services (PWR) 3.3 $7.8M 69k 113.82
Carrier Global Corporation (CARR) 3.3 $7.8M 151k 51.76
Azek Cl A (AZEK) 2.4 $5.7M 157k 36.53
Axalta Coating Sys (AXTA) 2.2 $5.1M 175k 29.19
Packaging Corporation of America (PKG) 2.1 $5.0M 37k 137.45
Rockwell Automation (ROK) 1.8 $4.2M 14k 294.05
Alcoa (AA) 1.8 $4.2M 85k 48.94
Pulte (PHM) 1.4 $3.3M 72k 45.92
Arcelormittal Sa Luxembourg Ny Registry Sh (MT) 1.3 $3.0M 101k 30.16
Dariohealth Corp Com New (DRIO) 1.3 $3.0M 217k 13.65
Pontem Corporation Shs Cl A 1.2 $2.8M 293k 9.71
Enovix Corp (ENVX) 1.0 $2.3M 123k 18.89
Masco Corporation (MAS) 0.9 $2.0M 36k 55.55
CF Industries Holdings (CF) 0.8 $2.0M 35k 55.82
PPG Industries (PPG) 0.7 $1.8M 12k 143.01
Gores Metropoulos Ii Cl A 0.4 $920k 93k 9.88
Decarbonization Plus Acqu Ii Com Cl A 0.3 $681k 69k 9.87
Purecycle Technologies (PCT) 0.3 $671k 51k 13.28
Climate Real Impact Slutins Com Cl A 0.3 $595k 61k 9.78
Fortress Capital Acquisition Shs Cl A 0.2 $453k 46k 9.79
Pontem Corporation *w Exp 01/05/202 0.2 $385k 100k 3.85
Dhc Acquisition Corp Unit 02/25/2026 0.1 $189k 19k 9.91
Arctos Northstar Acquis Corp Shs Cl A 0.1 $137k 14k 9.79
Decarbonization Plus Acqu Ii *w Exp 01/19/202 0.0 $116k 25k 4.70
Landcadia Holdings Iv Unit 05/01/2025 0.0 $112k 11k 9.99
Climate Real Impact Slutins *w Exp 01/29/202 (CLIMW) 0.0 $61k 14k 4.43
Fortress Capital Acquisition *w Exp 99/99/999 0.0 $41k 9.3k 4.43
Arctos Northstar Acquis Corp *w Exp 99/99/999 0.0 $16k 3.8k 4.27
Velocity Acquisition Corp *w Exp 02/24/202 0.0 $999.997700 277.00 3.61