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Appian Way Asset Management LP 13F Holdings
Holdings from the most recent 13F from Appian Way Asset Management LP
Filed: 2022-11-14 (Q3 2022) | Holdings: 22 | Value: $228.3M | 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 |
| SLVM - SYLVAMO CORP | Add 1131% ($33.0M) | 15.73% | $35.9M | +17.23% | -2.49% | +3.39% | |
| OLN - OLIN CORP | Add 174% ($20.7M) | 14.27% | $32.6M | -65.13% | +2.67% | -21.33% | |
| AVY - AVERY DENNISON CORP | Reduce 33% $(10.6M) | 9.27% | $21.2M | +1.99% | +1.42% | +4.63% | |
| FMC - FMC CORP | New Purchase | 8.97% | $20.5M | -64.35% | +0.28% | -56.67% | |
| CBT - CABOT CORP | Add 79% ($8.8M) | 8.75% | $20.0M | +8.17% | +8.52% | +8.42% | |
| CC - CHEMOURS CO | Add 428% ($15.4M) | 8.30% | $19.0M | -67.04% | +1.86% | -17.08% | |
| MTH - MERITAGE HOMES CORP | Add 26% ($3.7M) | 7.79% | $17.8M | +60.42% | +34.09% | +68.99% | |
| ASH - ASHLAND INC | CALL | New Purchase | 4.16% | $9.5M | |||
| WRK - WESTROCK CO | New Purchase | 3.53% | $8.1M | -10.33% | +6.65% | ||
| OC - OWENS CORNING NEW | CALL | New Purchase | 3.44% | $7.9M | |||
| CARR - CARRIER GLOBAL CORPORATION | New Purchase | 3.13% | $7.1M | +66.14% | +2.62% | +19.58% | |
| ASH - ASHLAND INC | Reduce 76% $(20.1M) | 2.83% | $6.5M | -52.30% | -4.69% | -29.18% | |
| SEE - SEALED AIR CORP NEW | New Purchase | 2.16% | $4.9M | -33.43% | +0.10% | -32.72% | |
| PPC - PILGRIMS PRIDE CORP | Add 32% ($1.2M) | 2.15% | $4.9M | +114.89% | -2.00% | +4.76% | |
| DRIO - DARIOHEALTH CORP | Add 11% ($484.1K) | 2.07% | $4.7M | -84.70% | +13.41% | -77.14% | |
| PWR - QUANTA SVCS INC | New Purchase | 1.28% | $2.9M | +150.33% | +8.37% | +27.80% | |
| DE - DEERE & CO | Reduce 24% $(934.9K) | 1.27% | $2.9M | +27.66% | -0.14% | -6.34% | |
| DAR - DARLING INGREDIENTS INC | Reduce 84% $(10.0M) | 0.86% | $2.0M | -59.86% | -10.19% | -42.29% | |
| LCAHU - LANDCADIA HOLDINGS IV INC | 0.05% | $111.0K | +0.30% | +4.20% | |||
| DCFCW - TRITIUM DCFC LIMITED | 0.01% | $22.0K | |||||
| PNTM.WS - PONTEM CORPORATION | 0.00% | $6.0K | |||||
| CLIMW - CLIMATE REAL IMPACT SLUTINS | 0.00% | $1.0K | |||||
| CF - CF INDS HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CSX - CSX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CAT - CATERPILLAR INC | Reduce 100% | 0.00% | $0.00 | ||||
| CCK - CROWN HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| ESI - ELEMENT SOLUTIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| FL - FOOT LOCKER INC | Reduce 100% | 0.00% | $0.00 | ||||
| FBHS - FORTUNE BRANDS HOME & SEC IN | Reduce 100% | 0.00% | $0.00 | ||||
| FCX - FREEPORT-MCMORAN INC | Reduce 100% | 0.00% | $0.00 | ||||
| FUL - FULLER H B CO | Reduce 100% | 0.00% | $0.00 | ||||
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| KBH - KB HOME | Reduce 100% | 0.00% | $0.00 | ||||
| PLUG - PLUG POWER INC | Reduce 100% | 0.00% | $0.00 | ||||
| PCT - PURECYCLE TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| SLGN - SILGAN HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SQM - SOCIEDAD QUIMICA Y MINERA DE | Reduce 100% | 0.00% | $0.00 | ||||
| WULF - TERAWULF INC | Reduce 100% | 0.00% | $0.00 | ||||
| UNP - UNION PAC CORP | Reduce 100% | 0.00% | $0.00 | ||||
| LIN - LINDE PLC | Reduce 100% | 0.00% | $0.00 | ||||