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Appian Way Asset Management LP 13F Holdings
Holdings from the most recent 13F from Appian Way Asset Management LP
Filed: 2021-11-15 (Q3 2021) | Holdings: 41 | Value: $235.6M | 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 |
| HUN - HUNTSMAN CORP | New Purchase | 11.97% | $28.2M | -60.83% | +23.85% | -14.06% | |
| TSN - TYSON FOODS INC | New Purchase | 7.66% | $18.1M | -26.14% | +12.34% | -22.01% | |
| LPX - LOUISIANA PAC CORP | Add 363% ($13.0M) | 7.05% | $16.6M | +45.31% | +5.26% | -5.25% | |
| BERY - BERRY GLOBAL GROUP INC | New Purchase | 6.90% | $16.3M | -7.98% | -22.81% | ||
| IP - INTERNATIONAL PAPER CO | Add 20% ($2.6M) | 6.63% | $15.6M | +12.02% | -5.75% | -24.40% | |
| ASH - ASHLAND GLOBAL HLDGS INC | New Purchase | 5.95% | $14.0M | -50.88% | -10.63% | +4.51% | |
| TROX - TRONOX HOLDINGS PLC | Add 330% ($9.4M) | 5.21% | $12.3M | -72.89% | -4.73% | -40.01% | |
| ESI - ELEMENT SOLUTIONS INC | Add 275% ($7.9M) | 4.56% | $10.7M | -11.21% | -3.65% | -24.71% | |
| OLN - OLIN CORP | New Purchase | 4.33% | $10.2M | -66.39% | -17.65% | -10.25% | |
| WFG - WEST FRASER TIMBER CO LTD | Reduce 39% $(6.5M) | 4.25% | $10.0M | -6.03% | +18.41% | +2.10% | |
| DD - DUPONT DE NEMOURS INC | New Purchase | 4.19% | $9.9M | -7.16% | +4.63% | -10.60% | |
| BA - BOEING CO | Add 65% ($3.6M) | 3.92% | $9.2M | -9.00% | -6.01% | -25.87% | |
| PWR - QUANTA SVCS INC | Reduce 22% $(2.3M) | 3.33% | $7.8M | +204.13% | -9.91% | +23.77% | |
| CARR - CARRIER GLOBAL CORPORATION | New Purchase | 3.31% | $7.8M | +35.23% | -17.54% | -19.81% | |
| AZEK - AZEK CO INC | New Purchase | 2.44% | $5.7M | +26.53% | -26.51% | -53.19% | |
| AXTA - AXALTA COATING SYS LTD | New Purchase | 2.17% | $5.1M | -6.47% | -11.78% | -21.70% | |
| PKG - PACKAGING CORP AMER | Reduce 20% $(1.2M) | 2.13% | $5.0M | +59.81% | +10.78% | -0.51% | |
| ROK - ROCKWELL AUTOMATION INC | New Purchase | 1.78% | $4.2M | +1.28% | -18.26% | -19.70% | |
| AA - ALCOA CORP | New Purchase | 1.77% | $4.2M | -43.00% | +56.12% | -1.66% | |
| PHM - PULTE GROUP INC | New Purchase | 1.41% | $3.3M | +107.77% | -2.65% | -12.77% | |
| MT - ARCELORMITTAL SA LUXEMBOURG | New Purchase | 1.29% | $3.0M | +4.49% | +3.89% | -14.05% | |
| DRIO - DARIOHEALTH CORP | New Purchase | 1.26% | $3.0M | -95.84% | -47.34% | -69.19% | |
| PNTM - PONTEM CORPORATION | 1.21% | $2.8M | -0.20% | +2.35% | |||
| ENVX - ENOVIX CORPORATION | New Purchase | 0.98% | $2.3M | -74.07% | -51.49% | -58.02% | |
| MAS - MASCO CORP | Add 79% ($889.6K) | 0.85% | $2.0M | +0.44% | -13.02% | -23.75% | |
| CF - CF INDS HLDGS INC | New Purchase | 0.84% | $2.0M | +50.88% | +14.27% | +59.58% | |
| PPG - PPG INDS INC | New Purchase | 0.75% | $1.8M | -26.52% | -7.06% | -19.57% | |
| SOND - GORES METROPOULOS II INC | 0.39% | $920.0K | -99.10% | -29.77% | -81.32% | ||
| DCFC - DECARBONIZATION PLUS ACQU II | Reduce 7% $(49.4K) | 0.29% | $681.0K | -11.90% | -85.03% | ||
| PCT - PURECYCLE TECHNOLOGIES INC | Reduce 36% $(371.9K) | 0.28% | $671.0K | -10.14% | -46.06% | -43.08% | |
| CLIM - CLIMATE REAL IMPACT SLUTINS | Reduce 12% $(78.2K) | 0.25% | $595.0K | -0.62% | +2.13% | ||
| FCAX - FORTRESS CAPITAL ACQUISITION | 0.19% | $453.0K | -0.26% | +2.45% | |||
| PNTM.WS - PONTEM CORPORATION | 0.16% | $385.0K | |||||
| DHCAU - DHC ACQUISITION CORP | 0.08% | $189.0K | -1.80% | -0.10% | |||
| ANAC - ARCTOS NORTHSTAR ACQUIS CORP | Reduce 7% $(9.8K) | 0.06% | $137.0K | -0.15% | +2.67% | ||
| DCFCW - DECARBONIZATION PLUS ACQU II | 0.05% | $116.0K | |||||
| LCAHU - LANDCADIA HOLDINGS IV INC | Reduce 3% $(4.0K) | 0.05% | $112.0K | -2.14% | -0.25% | ||
| CLIMW - CLIMATE REAL IMPACT SLUTINS | 0.03% | $61.0K | |||||
| FCAX.WS - FORTRESS CAPITAL ACQUISITION | 0.02% | $41.0K | |||||
| ANAC.WS - ARCTOS NORTHSTAR ACQUIS CORP | 0.01% | $16.0K | |||||
| VELOW - VELOCITY ACQUISITION CORP | 0.00% | $1.0K | |||||
| ASPN - ASPEN AEROGELS INC | Reduce 100% | 0.00% | $0.00 | -75.38% | -54.32% | -78.41% | |
| AVY - AVERY DENNISON CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AVNT - AVIENT CORPORATION | Reduce 100% | 0.00% | $0.00 | -7.87% | -7.55% | -43.82% | |
| CLF - CLEVELAND-CLIFFS INC NEW | Reduce 100% | 0.00% | $0.00 | -42.76% | -8.69% | -29.70% | |
| CCK - CROWN HLDGS INC | Reduce 100% | 0.00% | $0.00 | -14.95% | +10.89% | -28.61% | |
| DIDI.Y - DIDI GLOBAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| DAL - DELTA AIR LINES INC DEL | Reduce 100% | 0.00% | $0.00 | +53.97% | +5.49% | -18.95% | |
| EMN - EASTMAN CHEM CO | Reduce 100% | 0.00% | $0.00 | +0.87% | +8.66% | -24.12% | |
| ECL - ECOLAB INC | Reduce 100% | 0.00% | $0.00 | +9.19% | -22.37% | -35.75% | |
| EME - EMCOR GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| GM - GENERAL MTRS CO | Reduce 100% | 0.00% | $0.00 | -10.03% | -20.26% | -39.03% | |
| MIDD - MIDDLEBY CORP | Reduce 100% | 0.00% | $0.00 | -23.90% | +2.20% | -25.78% | |
| MHK - MOHAWK INDS INC | Reduce 100% | 0.00% | $0.00 | -21.40% | -14.98% | -41.99% | |
| MOS - MOSAIC CO NEW | Reduce 100% | 0.00% | $0.00 | -26.07% | +22.08% | +33.27% | |
| NVR - NVR INC | Reduce 100% | 0.00% | $0.00 | ||||
| OXY - OCCIDENTAL PETE CORP | Reduce 100% | 0.00% | $0.00 | +62.83% | +23.66% | +125.74% | |
| OUT - OUTFRONT MEDIA INC | Reduce 100% | 0.00% | $0.00 | -12.18% | -7.28% | -33.15% | |
| RSG - REPUBLIC SVCS INC | Reduce 100% | 0.00% | $0.00 | +67.65% | -12.98% | -2.12% | |
| SAFM - SANDERSON FARMS INC | Reduce 100% | 0.00% | $0.00 | -2.71% | |||
| VELO - VELOCITY ACQUISITION CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ATC - ATOTECH LTD | Reduce 100% | 0.00% | $0.00 | ||||
| VAL - VALARIS LIMITED | Reduce 100% | 0.00% | $0.00 | +26.79% | +14.85% | +87.46% | |