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Appian Way Asset Management LP 13F Holdings
Holdings from the most recent 13F from Appian Way Asset Management LP
Filed: 2021-08-16 (Q2 2021) | Holdings: 46 | Value: $149.9M | 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 |
| AVY - AVERY DENNISON CORP | Reduce 33% $(7.1M) | 9.67% | $14.5M | -12.99% | +1.91% | -7.08% | |
| IP - INTERNATIONAL PAPER CO | Reduce 25% $(4.8M) | 9.50% | $14.2M | -0.54% | -12.08% | -17.76% | |
| WFG - WEST FRASER TIMBER CO LTD | Add 231% ($9.8M) | 9.38% | $14.1M | +8.43% | +18.26% | +29.33% | |
| ECL - ECOLAB INC | New Purchase | 5.91% | $8.9M | +25.99% | +5.30% | -20.02% | |
| RSG - REPUBLIC SVCS INC | New Purchase | 5.52% | $8.3M | +119.50% | +13.46% | +23.38% | |
| CCK - CROWN HLDGS INC | Reduce 24% $(2.5M) | 5.39% | $8.1M | -4.98% | +4.44% | -5.25% | |
| PWR - QUANTA SVCS INC | Reduce 28% $(3.2M) | 5.36% | $8.0M | +276.19% | +23.36% | +50.29% | |
| PKG - PACKAGING CORP AMER | New Purchase | 4.10% | $6.1M | +49.18% | -6.96% | +2.20% | |
| BA - BOEING CO | New Purchase | 4.07% | $6.1M | -6.29% | +0.19% | -26.08% | |
| MHK - MOHAWK INDS INC | New Purchase | 4.03% | $6.0M | -50.67% | -14.54% | -40.05% | |
| AVNT - AVIENT CORPORATION | Add 100% ($2.8M) | 3.72% | $5.6M | -18.65% | +24.93% | -0.80% | |
| GM - GENERAL MTRS CO | New Purchase | 3.25% | $4.9M | -5.68% | +24.30% | -26.13% | |
| LPX - LOUISIANA PAC CORP | New Purchase | 2.35% | $3.5M | +70.59% | +18.09% | +5.26% | |
| MIDD - MIDDLEBY CORP | New Purchase | 2.16% | $3.2M | -16.63% | +8.49% | -11.23% | |
| ESI - ELEMENT SOLUTIONS INC | New Purchase | 2.06% | $3.1M | -4.59% | +4.45% | -13.97% | |
| DAL - DELTA AIR LINES INC DEL | Reduce 50% $(2.9M) | 1.93% | $2.9M | +27.43% | +3.72% | -12.00% | |
| PNTM - PONTEM CORPORATION | New Purchase | 1.90% | $2.9M | +1.24% | +2.38% | ||
| ATC - ATOTECH LTD | Reduce 22% $(820.4K) | 1.89% | $2.8M | +7.10% | |||
| TROX - TRONOX HOLDINGS PLC | Reduce 72% $(6.7M) | 1.73% | $2.6M | -64.01% | +31.00% | -11.37% | |
| NVR - NVR INC | Reduce 33% $(1.2M) | 1.67% | $2.5M | +38.41% | -0.96% | -15.16% | |
| EME - EMCOR GROUP INC | New Purchase | 1.63% | $2.5M | +315.41% | +9.27% | +4.23% | |
| SAFM - SANDERSON FARMS INC | New Purchase | 1.63% | $2.4M | -4.46% | |||
| CLF - CLEVELAND-CLIFFS INC NEW | New Purchase | 1.25% | $1.9M | -69.85% | -14.35% | -26.15% | |
| PCT - PURECYCLE TECHNOLOGIES INC | New Purchase | 1.24% | $1.9M | -24.60% | -0.38% | -25.97% | |
| VAL - VALARIS LIMITED | New Purchase | 1.15% | $1.7M | +58.67% | +47.77% | +88.42% | |
| EMN - EASTMAN CHEM CO | New Purchase | 1.03% | $1.5M | -19.25% | +0.77% | -9.80% | |
| OXY - OCCIDENTAL PETE CORP | New Purchase | 0.96% | $1.4M | +77.76% | +25.14% | +157.36% | |
| MOS - MOSAIC CO NEW | New Purchase | 0.93% | $1.4M | +23.93% | +13.42% | +70.10% | |
| OUT - OUTFRONT MEDIA INC | New Purchase | 0.80% | $1.2M | -12.44% | +16.02% | -15.11% | |
| MAS - MASCO CORP | New Purchase | 0.79% | $1.2M | +9.24% | +9.77% | -7.84% | |
| SOND - GORES METROPOULOS II INC | New Purchase | 0.61% | $921.0K | -99.09% | +0.30% | -81.05% | |
| DCFC - DECARBONIZATION PLUS ACQU II | New Purchase | 0.49% | $730.0K | +4.06% | -13.81% | ||
| CLIM - CLIMATE REAL IMPACT SLUTINS | New Purchase | 0.45% | $679.0K | +0.82% | +1.13% | ||
| ASPN - ASPEN AEROGELS INC | New Purchase | 0.36% | $536.0K | -82.85% | +79.69% | -60.59% | |
| FCAX - FORTRESS CAPITAL ACQUISITION | New Purchase | 0.30% | $455.0K | +0.93% | +2.06% | ||
| PNTM.WS - PONTEM CORPORATION | New Purchase | 0.29% | $429.0K | ||||
| DHCAU - DHC ACQUISITION CORP | Reduce 5% $(9.2K) | 0.13% | $192.0K | +0.79% | -1.02% | ||
| ANAC - ARCTOS NORTHSTAR ACQUIS CORP | New Purchase | 0.10% | $146.0K | +0.52% | +1.96% | ||
| DCFCW - DECARBONIZATION PLUS ACQU II | New Purchase | 0.08% | $122.0K | ||||
| LCAHU - LANDCADIA HOLDINGS IV INC | Reduce 42% $(83.9K) | 0.08% | $116.0K | +2.54% | |||
| CLIMW - CLIMATE REAL IMPACT SLUTINS | New Purchase | 0.05% | $68.0K | ||||
| FCAX.WS - FORTRESS CAPITAL ACQUISITION | New Purchase | 0.03% | $44.0K | ||||
| ANAC.WS - ARCTOS NORTHSTAR ACQUIS CORP | New Purchase | 0.01% | $17.0K | ||||
| DIDI.Y - DIDI GLOBAL INC | New Purchase | 0.01% | $14.0K | -40.61% | +8.95% | -64.69% | |
| VELO - VELOCITY ACQUISITION CORP | New Purchase | 0.01% | $8.0K | -0.61% | +0.31% | ||
| VELOW - VELOCITY ACQUISITION CORP | New Purchase | 0.00% | $1.0K | ||||
| ACM - AECOM | Reduce 100% | 0.00% | $0.00 | ||||
| ORGN - ARTIUS ACQUISITION INC | Reduce 100% | 0.00% | $0.00 | ||||
| BKNG - BOOKING HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | +149.03% | +12.48% | +1.22% | |
| BLDR - BUILDERS FIRSTSOURCE INC | Reduce 100% | 0.00% | $0.00 | +267.21% | +36.37% | +31.94% | |
| CNR - CANADIAN NATL RY CO | Reduce 100% | 0.00% | $0.00 | +11.54% | +20.37% | +22.32% | |
| CLIM.U - CLIMATE REAL IMPACT SLUTINS | Reduce 100% | 0.00% | $0.00 | ||||
| DHI - D R HORTON INC | Reduce 100% | 0.00% | $0.00 | +79.18% | +4.46% | -20.41% | |
| DCRNU - DECARBONIZATION PLUS ACQU II | Reduce 100% | 0.00% | $0.00 | ||||
| HYZN - DECARBONIZATION PLUS ACQU CO | Reduce 100% | 0.00% | $0.00 | ||||
| UFS - DOMTAR CORP | CALL | Reduce 100% | 0.00% | $0.00 | |||
| UFS - DOMTAR CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ENPH - ENPHASE ENERGY INC | Reduce 100% | 0.00% | $0.00 | -57.05% | +53.40% | +76.44% | |
| ETWO - E2OPEN PARENT HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | -70.08% | +29.04% | -23.72% | |
| FBHS - FORTUNE BRANDS HOME & SEC IN | Reduce 100% | 0.00% | $0.00 | -5.91% | +6.27% | -32.31% | |
| GRA - GRACE W R & CO DEL NEW | Reduce 100% | 0.00% | $0.00 | ||||
| HMCOU - HUMANCO ACQUISITION CORP | Reduce 100% | 0.00% | $0.00 | ||||
| JBLU - JETBLUE AWYS CORP | Reduce 100% | 0.00% | $0.00 | -59.96% | -0.34% | -42.25% | |
| PLUG - PLUG POWER INC | Reduce 100% | 0.00% | $0.00 | -90.89% | +70.69% | +15.73% | |
| SHW - SHERWIN WILLIAMS CO | Reduce 100% | 0.00% | $0.00 | ||||
| LUV - SOUTHWEST AIRLS CO | Reduce 100% | 0.00% | $0.00 | -31.39% | -3.95% | -21.09% | |
| UNP - UNION PAC CORP | Reduce 100% | 0.00% | $0.00 | ||||
| VELOU - VELOCITY ACQUISITION CORP | Reduce 100% | 0.00% | $0.00 | ||||
| WLK - WESTLAKE CHEM CORP | Reduce 100% | 0.00% | $0.00 | +60.32% | +21.22% | +27.76% | |
| ANAC.U - ARCTOS NORTHSTAR ACQUIS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| FCAX.U - FORTRESS CAPITAL ACQUISITION | Reduce 100% | 0.00% | $0.00 | ||||
| JCI - JOHNSON CTLS INTL PLC | Reduce 100% | 0.00% | $0.00 | +23.86% | +9.52% | -18.07% | |
| LIN - LINDE PLC | Reduce 100% | 0.00% | $0.00 | +54.74% | +6.75% | +0.76% | |
| PNTM.U - PONTEM CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| SLAMU - SLAM CORP | Reduce 100% | 0.00% | $0.00 | ||||
| LYB - LYONDELLBASELL INDUSTRIES N | Reduce 100% | 0.00% | $0.00 | ||||
| FLEX - FLEX LTD | Reduce 100% | 0.00% | $0.00 | +195.01% | +6.83% | +2.31% | |