Appian Way Asset Management as of June 30, 2023
Portfolio Holdings for Appian Way Asset Management
Appian Way Asset Management holds 21 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pilgrim's Pride Corporation (PPC) | 25.8 | $72M | 3.3M | 21.49 | |
| Sylvamo Corp Common Stock Call Option (SLVM) | 18.1 | $50M | 1.2M | 40.45 | |
| Cabot Corporation (CBT) | 11.3 | $31M | 470k | 66.89 | |
| West Fraser Timb (WFG) | 7.0 | $19M | 226k | 85.98 | |
| Avery Dennison Corporation (AVY) | 6.5 | $18M | 105k | 171.80 | |
| O-i Glass (OI) | 5.5 | $15M | 716k | 21.33 | |
| Celanese Corporation (CE) | 3.4 | $9.3M | 81k | 115.80 | |
| Saia (SAIA) | 2.6 | $7.3M | 22k | 342.41 | |
| General Electric Com New (GE) | 2.5 | $6.9M | 63k | 109.85 | |
| FedEx Corporation (FDX) | 2.5 | $6.8M | 28k | 247.90 | |
| Lowe's Companies (LOW) | 2.2 | $6.0M | 27k | 225.70 | |
| Axalta Coating Sys (AXTA) | 2.0 | $5.4M | 165k | 32.81 | |
| Dariohealth Corp Com New (DRIO) | 1.9 | $5.1M | 1.3M | 4.01 | |
| Home Depot (HD) | 1.8 | $5.0M | 16k | 310.64 | |
| Boeing Company (BA) | 1.8 | $4.9M | 23k | 211.16 | |
| Huntsman Corporation Call Option (HUN) | 1.5 | $4.1M | 150k | 27.02 | |
| Ecolab (ECL) | 1.4 | $3.8M | 20k | 186.69 | |
| Allegion Ord Shs (ALLE) | 1.3 | $3.6M | 30k | 120.02 | |
| Element Solutions (ESI) | 0.8 | $2.3M | 121k | 19.20 | |
| Whirlpool Corporation (WHR) | 0.3 | $812k | 5.5k | 148.79 | |
| Tritium Dcfc *w Exp 01/13/202 (DCFCW) | 0.0 | $9.9k | 25k | 0.40 |
