Appian Way Asset Management as of March 31, 2022
Portfolio Holdings for Appian Way Asset Management
Appian Way Asset Management holds 36 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avery Dennison Corporation (AVY) | 16.1 | $36M | 204k | 173.97 | |
| Olin Corp Com Par $1 (OLN) | 10.3 | $23M | 432k | 52.28 | |
| Linde SHS | 5.7 | $12M | 39k | 319.42 | |
| Masco Corporation (MAS) | 5.1 | $11M | 218k | 51.00 | |
| Westrock (WRK) | 5.0 | $11M | 235k | 47.03 | |
| Louisiana-Pacific Corporation (LPX) | 4.7 | $10M | 166k | 62.12 | |
| MasTec (MTZ) | 4.2 | $9.2M | 106k | 87.10 | |
| Ashland (ASH) | 4.0 | $8.8M | 90k | 98.41 | |
| Nutrien (NTR) | 3.8 | $8.3M | 80k | 103.99 | |
| Element Solutions (ESI) | 3.6 | $7.9M | 363k | 21.90 | |
| Martin Marietta Materials (MLM) | 3.0 | $6.6M | 17k | 384.91 | |
| Pilgrim's Pride Corporation (PPC) | 2.8 | $6.3M | 249k | 25.10 | |
| Tronox Holdings SHS (TROX) | 2.8 | $6.2M | 314k | 19.79 | |
| Axalta Coating Sys (AXTA) | 2.8 | $6.2M | 252k | 24.58 | |
| Fortune Brands (FBIN) | 2.8 | $6.2M | 83k | 74.28 | |
| Deere & Company (DE) | 2.8 | $6.1M | 15k | 415.47 | |
| Sylvamo Corp Common Stock (SLVM) | 2.6 | $5.8M | 175k | 33.28 | |
| Dariohealth Corp Com New (DRIO) | 2.5 | $5.5M | 949k | 5.84 | |
| Azek Cl A (AZEK) | 2.5 | $5.4M | 219k | 24.84 | |
| KB Home (KBH) | 1.8 | $4.0M | 122k | 32.38 | |
| Armstrong World Industries (AWI) | 1.8 | $3.9M | 43k | 90.00 | |
| CSX Corporation (CSX) | 1.7 | $3.7M | 99k | 37.45 | |
| International Flavors & Fragrances (IFF) | 1.5 | $3.2M | 24k | 131.31 | |
| Chart Industries (GTLS) | 1.1 | $2.4M | 14k | 171.74 | |
| Westlake Chemical Corporation (WLK) | 0.9 | $2.0M | 16k | 123.38 | |
| Caterpillar (CAT) | 0.9 | $2.0M | 8.8k | 222.84 | |
| Celanese Corporation (CE) | 0.9 | $1.9M | 14k | 142.87 | |
| Builders FirstSource (BLDR) | 0.9 | $1.9M | 29k | 64.55 | |
| First Solar (FSLR) | 0.5 | $1.0M | 12k | 83.75 | |
| Fluor Corporation (FLR) | 0.4 | $912k | 32k | 28.68 | |
| Purecycle Technologies (PCT) | 0.4 | $895k | 112k | 8.00 | |
| Pactiv Evergreen (PTVE) | 0.1 | $298k | 30k | 10.07 | |
| Landcadia Holdings Iv Unit 05/01/2025 | 0.1 | $111k | 11k | 9.90 | |
| Tritium Dcfc *w Exp 01/13/202 (DCFCW) | 0.0 | $79k | 25k | 3.20 | |
| Pontem Corporation *w Exp 01/05/202 | 0.0 | $33k | 100k | 0.33 | |
| Climate Real Impact Slutins *w Exp 01/29/202 (CLIMW) | 0.0 | $6.0k | 14k | 0.44 |
