Appian Way Asset Management as of June 30, 2022
Portfolio Holdings for Appian Way Asset Management
Appian Way Asset Management holds 33 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avery Dennison Corporation (AVY) | 12.9 | $32M | 195k | 161.87 | |
| Ashland (ASH) | 11.7 | $29M | 279k | 103.05 | |
| Linde SHS | 10.2 | $25M | 87k | 287.52 | |
| Fortune Brands (FBIN) | 6.3 | $16M | 259k | 59.88 | |
| Meritage Homes Corporation (MTH) | 5.9 | $15M | 201k | 72.50 | |
| Olin Corp Com Par $1 (OLN) | 5.2 | $13M | 277k | 46.28 | |
| KB Home (KBH) | 4.7 | $12M | 409k | 28.46 | |
| Cabot Corporation (CBT) | 4.6 | $11M | 175k | 63.79 | |
| Darling International (DAR) | 4.4 | $11M | 180k | 59.80 | |
| Element Solutions (ESI) | 3.6 | $8.9M | 502k | 17.80 | |
| H.B. Fuller Company (FUL) | 3.3 | $8.1M | 135k | 60.21 | |
| Caterpillar (CAT) | 3.1 | $7.5M | 42k | 178.77 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 2.9 | $7.2M | 86k | 83.53 | |
| CSX Corporation (CSX) | 2.7 | $6.7M | 230k | 29.06 | |
| Dariohealth Corp Com New (DRIO) | 2.3 | $5.6M | 914k | 6.14 | |
| Pilgrim's Pride Corporation (PPC) | 2.1 | $5.1M | 162k | 31.23 | |
| Union Pacific Corporation (UNP) | 1.9 | $4.8M | 22k | 213.26 | |
| Chemours (CC) | 1.9 | $4.7M | 146k | 32.02 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $4.1M | 15k | 280.30 | |
| Silgan Holdings (SLGN) | 1.7 | $4.1M | 99k | 41.35 | |
| Deere & Company (DE) | 1.4 | $3.4M | 12k | 299.48 | |
| CF Industries Holdings (CF) | 1.4 | $3.4M | 40k | 85.73 | |
| Crown Holdings (CCK) | 1.3 | $3.1M | 33k | 92.16 | |
| Sylvamo Corp Common Stock (SLVM) | 1.1 | $2.8M | 86k | 32.67 | |
| Freeport-mcmoran CL B (FCX) | 0.7 | $1.8M | 61k | 29.26 | |
| Purecycle Technologies (PCT) | 0.4 | $861k | 116k | 7.42 | |
| Foot Locker (FL) | 0.2 | $528k | 21k | 25.26 | |
| Plug Power Com New (PLUG) | 0.2 | $370k | 22k | 16.59 | |
| Landcadia Holdings Iv Unit 05/01/2025 | 0.0 | $110k | 11k | 9.81 | |
| Terawulf (WULF) | 0.0 | $45k | 38k | 1.20 | |
| Tritium Dcfc *w Exp 01/13/202 (DCFCW) | 0.0 | $33k | 25k | 1.34 | |
| Pontem Corporation *w Exp 01/05/202 | 0.0 | $13k | 100k | 0.13 | |
| Climate Real Impact Slutins *w Exp 01/29/202 (CLIMW) | 0.0 | $2.0k | 14k | 0.15 |
