Appian Way Asset Management as of Sept. 30, 2022
Portfolio Holdings for Appian Way Asset Management
Appian Way Asset Management holds 21 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sylvamo Corp Common Stock (SLVM) | 15.7 | $36M | 1.1M | 33.90 | |
| Olin Corp Com Par $1 (OLN) | 14.3 | $33M | 760k | 42.88 | |
| Avery Dennison Corporation (AVY) | 9.3 | $21M | 130k | 162.70 | |
| Fmc Corp Com New (FMC) | 9.0 | $21M | 194k | 105.70 | |
| Cabot Corporation (CBT) | 8.7 | $20M | 313k | 63.89 | |
| Chemours (CC) | 8.3 | $19M | 769k | 24.65 | |
| Meritage Homes Corporation (MTH) | 7.8 | $18M | 253k | 70.27 | |
| Ashland (ASH) | 7.0 | $16M | 168k | 94.96 | |
| Westrock (WRK) | 3.5 | $8.0M | 261k | 30.89 | |
| Owens Corning Call Option (OC) | 3.4 | $7.9M | 100k | 78.61 | |
| Carrier Global Corporation (CARR) | 3.1 | $7.1M | 201k | 35.56 | |
| Sealed Air (SEE) | 2.2 | $4.9M | 111k | 44.51 | |
| Pilgrim's Pride Corporation (PPC) | 2.1 | $4.9M | 213k | 23.02 | |
| Dariohealth Corp Com New (DRIO) | 2.1 | $4.7M | 1.0M | 4.63 | |
| Quanta Services (PWR) | 1.3 | $2.9M | 23k | 127.38 | |
| Deere & Company (DE) | 1.3 | $2.9M | 8.7k | 333.91 | |
| Darling International (DAR) | 0.9 | $2.0M | 30k | 66.15 | |
| Landcadia Holdings Iv Unit 05/01/2025 | 0.0 | $111k | 11k | 9.90 | |
| Tritium Dcfc *w Exp 01/13/202 (DCFWQ) | 0.0 | $22k | 25k | 0.89 | |
| Pontem Corporation *w Exp 01/05/202 | 0.0 | $6.0k | 100k | 0.06 | |
| Climate Real Impact Slutins *w Exp 01/29/202 (CLIMW) | 0.0 | $999.411600 | 14k | 0.07 |
