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Appian Way Asset Management LP 13F Holdings
Holdings from the most recent 13F from Appian Way Asset Management LP
Filed: 2020-02-14 (Q4 2019) | Holdings: 30 | Value: $191.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BERY - BERRY GLOBAL GROUP INC | New Purchase | 8.06% | $15.4M | -3.93% | +39.38% | ||
| LYB - LYONDELLBASELL INDUSTRIES N | New Purchase | 6.74% | $12.9M | -3.55% | -33.68% | +26.37% | |
| NXPI - NXP SEMICONDUCTORS N V | New Purchase | 6.55% | $12.5M | +70.41% | -32.43% | +47.32% | |
| DD - DUPONT DE NEMOURS INC | New Purchase | 5.74% | $11.0M | +41.74% | -14.38% | +35.91% | |
| RSG - REPUBLIC SVCS INC | New Purchase | 5.63% | $10.8M | +173.07% | -20.47% | -8.28% | |
| PWR - QUANTA SVCS INC | New Purchase | 5.23% | $10.0M | +803.49% | -22.03% | +93.68% | |
| SWK - STANLEY BLACK & DECKER INC | New Purchase | 5.19% | $9.9M | -53.68% | -34.84% | +5.12% | |
| WRK - WESTROCK CO | New Purchase | 5.01% | $9.6M | -39.79% | +11.51% | ||
| MTZ - MASTEC INC | New Purchase | 4.96% | $9.5M | +161.37% | -45.08% | +43.28% | |
| APD - AIR PRODS & CHEMS INC | New Purchase | 4.09% | $7.8M | +24.12% | -10.31% | +4.12% | |
| AXTA - AXALTA COATING SYS LTD | New Purchase | 3.64% | $7.0M | +2.68% | -34.00% | -9.11% | |
| GPK - GRAPHIC PACKAGING HLDG CO | New Purchase | 3.37% | $6.5M | +48.83% | -20.76% | +4.30% | |
| MCHP - MICROCHIP TECHNOLOGY INC | New Purchase | 3.31% | $6.3M | +31.90% | -22.54% | +52.01% | |
| TROX - TRONOX HOLDINGS PLC | New Purchase | 3.25% | $6.2M | -24.24% | -36.04% | +113.91% | |
| OC - OWENS CORNING NEW | New Purchase | 3.06% | $5.9M | +133.50% | -34.85% | +34.55% | |
| RTX - UNITED TECHNOLOGIES CORP | New Purchase | 2.97% | $5.7M | +75.74% | -40.74% | -17.19% | |
| HUN - HUNTSMAN CORP | New Purchase | 2.78% | $5.3M | -33.58% | -27.87% | +41.80% | |
| PCAR - PACCAR INC | New Purchase | 2.71% | $5.2M | +124.47% | -9.97% | +33.31% | |
| MOS - MOSAIC CO NEW | New Purchase | 2.65% | $5.1M | +118.80% | -45.35% | +67.66% | |
| TOL - TOLL BROTHERS INC | New Purchase | 2.35% | $4.5M | +142.23% | -47.46% | +15.34% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 2.30% | $4.4M | +91.59% | -14.43% | +18.76% | |
| CCK - CROWN HOLDINGS INC | New Purchase | 2.15% | $4.1M | +27.75% | -25.57% | +24.71% | |
| CCMP - CABOT MICROELECTRONICS CORP | New Purchase | 2.11% | $4.0M | -27.44% | +8.17% | ||
| PH - PARKER HANNIFIN CORP | New Purchase | 1.83% | $3.5M | +240.73% | -26.82% | +33.39% | |
| VALPQ - VALARIS PLC | New Purchase | 1.73% | $3.3M | ||||
| GE - GENERAL ELECTRIC CO | New Purchase | 1.73% | $3.3M | +306.07% | -56.76% | -5.34% | |
| BECN - BEACON ROOFING SUPPLY INC | New Purchase | 0.53% | $1.0M | -42.24% | +32.01% | ||
| DLPH - DELPHI TECHNOLOGIES PLC | New Purchase | 0.24% | $455.0K | -25.32% | |||
| N/A - STANLEY BLACK & DECKER INC | New Purchase | 0.10% | $184.0K | ||||