Appian Way Asset Management as of March 31, 2023
Portfolio Holdings for Appian Way Asset Management
Appian Way Asset Management holds 27 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sylvamo Corp Common Stock (SLVM) | 15.1 | $45M | 977k | 46.26 | |
| Pilgrim's Pride Corporation (PPC) | 12.5 | $38M | 1.6M | 23.18 | |
| Avery Dennison Corporation (AVY) | 11.4 | $34M | 191k | 178.93 | |
| Westlake Chemical Corporation (WLK) | 9.8 | $29M | 253k | 115.98 | |
| Cabot Corporation (CBT) | 8.2 | $25M | 321k | 76.64 | |
| Celanese Corporation (CE) | 6.6 | $20M | 180k | 108.89 | |
| Element Solutions (ESI) | 5.1 | $15M | 796k | 19.31 | |
| Dycom Industries (DY) | 4.8 | $14M | 154k | 93.65 | |
| Ashland (ASH) | 3.8 | $12M | 112k | 102.71 | |
| Axalta Coating Sys (AXTA) | 3.8 | $11M | 371k | 30.29 | |
| Valvoline Inc Common (VVV) | 3.3 | $10M | 286k | 34.94 | |
| Carrier Global Corporation (CARR) | 2.4 | $7.3M | 159k | 45.75 | |
| Huntsman Corporation Call Option (HUN) | 1.8 | $5.5M | 200k | 27.36 | |
| Fluor Corporation (FLR) | 1.8 | $5.3M | 170k | 30.91 | |
| Dariohealth Corp Com New (DRIO) | 1.4 | $4.2M | 1.0M | 4.12 | |
| Deere & Company (DE) | 1.3 | $3.8M | 9.2k | 412.88 | |
| West Fraser Timb (WFG) | 1.2 | $3.7M | 52k | 71.24 | |
| Ecolab (ECL) | 1.1 | $3.4M | 20k | 165.53 | |
| Valaris Cl A (VAL) | 1.1 | $3.3M | 51k | 65.06 | |
| CF Industries Holdings (CF) | 0.9 | $2.7M | 37k | 72.49 | |
| Tronox Holdings SHS (TROX) | 0.9 | $2.6M | 182k | 14.38 | |
| Graphic Packaging Holding Company Call Option (GPK) | 0.9 | $2.5M | 100k | 25.49 | |
| Purecycle Technologies (PCT) | 0.5 | $1.6M | 234k | 7.00 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $217k | 5.3k | 40.91 | |
| Landcadia Holdings Iv Unit 05/01/2025 | 0.0 | $114k | 11k | 10.17 | |
| Pontem Corporation *w Exp 01/05/202 | 0.0 | $17k | 100k | 0.17 | |
| Tritium Dcfc *w Exp 01/13/202 (DCFCW) | 0.0 | $10k | 25k | 0.41 |
