Appian Way Asset Management as of Dec. 31, 2021
Portfolio Holdings for Appian Way Asset Management
Appian Way Asset Management holds 31 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sylvamo Corp (SLVM) | 10.5 | $24M | 869k | 27.89 | |
| Avery Dennison Corporation (AVY) | 10.0 | $23M | 107k | 216.57 | |
| Valvoline Inc Common (VVV) | 9.1 | $21M | 563k | 37.29 | |
| West Fraser Timb (WFG) | 7.9 | $18M | 192k | 95.50 | |
| Element Solutions (ESI) | 7.8 | $18M | 748k | 24.28 | |
| Stanley Black & Decker (SWK) | 6.7 | $16M | 83k | 188.62 | |
| PPG Industries (PPG) | 5.9 | $14M | 80k | 172.44 | |
| Masco Corporation (MAS) | 5.4 | $13M | 179k | 70.22 | |
| Crown Holdings (CCK) | 4.8 | $11M | 100k | 110.62 | |
| Huntsman Corporation (HUN) | 4.4 | $10M | 294k | 34.88 | |
| Quanta Services (PWR) | 4.0 | $9.2M | 80k | 114.66 | |
| Dariohealth Ord Com New (DRIO) | 2.9 | $6.6M | 512k | 12.97 | |
| Celanese Corporation (CE) | 2.8 | $6.5M | 39k | 168.06 | |
| MasTec (MTZ) | 2.8 | $6.4M | 70k | 92.28 | |
| Lyondellbasell Industries Cl A Ord Shs - A - (LYB) | 2.3 | $5.4M | 59k | 92.24 | |
| Axalta Coating Sys (AXTA) | 2.3 | $5.4M | 164k | 33.12 | |
| Cnh Industrial Ord SHS (CNHI) | 2.1 | $4.8M | 247k | 19.43 | |
| Linde Ord SHS | 1.3 | $3.0M | 8.8k | 346.48 | |
| Louisiana-Pacific Corporation (LPX) | 1.0 | $2.4M | 31k | 78.34 | |
| Tronox Holdings Ord SHS (TROX) | 1.0 | $2.3M | 96k | 24.03 | |
| Corteva (CTVA) | 0.9 | $2.1M | 44k | 47.29 | |
| Aptiv Ord SHS (APTV) | 0.9 | $2.0M | 12k | 164.92 | |
| Rockwell Automation (ROK) | 0.9 | $2.0M | 5.7k | 348.77 | |
| Tyson Foods Cl A Ord Cl A (TSN) | 0.8 | $1.8M | 20k | 87.39 | |
| Li-cycle Holdings Corp (LICY) | 0.5 | $1.3M | 126k | 9.96 | |
| Purecycle Technologies (PCT) | 0.5 | $1.2M | 121k | 9.57 | |
| Carrier Global Corporation (CARR) | 0.4 | $888k | 16k | 54.23 | |
| Landcadia Holdings Iv Unt Unit 5/1/2025 | 0.0 | $112k | 11k | 9.99 | |
| Pontem Eqy Warrant *w Exp 1/5/2026 | 0.0 | $89k | 100k | 0.89 | |
| Decarbonization Plus Acquisi Warrant *w Exp 1/19/2026 | 0.0 | $39k | 25k | 1.58 | |
| Clmt Rl Impct Sln Ii Acq Eqy Warrant *w Exp 1/29/2026 (CLIMW) | 0.0 | $16k | 14k | 1.16 |
