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Appian Way Asset Management LP 13F Holdings
Holdings from the most recent 13F from Appian Way Asset Management LP
Filed: 2023-08-14 (Q2 2023) | Holdings: 23 | Value: $277.6M | 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 |
| SLVM - SYLVAMO CORP | Add 25% ($9.8M) | 17.78% | $49.4M | +39.44% | +22.97% | +98.19% | |
| PPC - PILGRIMS PRIDE CORP | Add 32% ($11.0M) | 16.50% | $45.8M | +108.47% | +1.63% | +71.35% | |
| CBT - CABOT CORP | Add 46% ($9.9M) | 11.31% | $31.4M | +10.75% | +11.00% | +42.30% | |
| PPC - PILGRIMS PRIDE CORP | CALL | New Purchase | 9.34% | $25.9M | |||
| WFG - WEST FRASER TIMBER CO LTD | Add 338% ($15.0M) | 6.99% | $19.4M | +0.09% | +2.88% | +14.58% | |
| AVY - AVERY DENNISON CORP | Reduce 45% $(14.8M) | 6.50% | $18.1M | +1.27% | +3.88% | +18.21% | |
| OI - O-I GLASS INC | New Purchase | 5.50% | $15.3M | -33.81% | -24.37% | -37.82% | |
| CE - CELANESE CORP DEL | Reduce 55% $(11.5M) | 3.36% | $9.3M | -54.08% | +4.69% | +7.89% | |
| SAIA - SAIA INC | New Purchase | 2.65% | $7.3M | -37.78% | -1.98% | -9.26% | |
| GE - GENERAL ELECTRIC CO | New Purchase | 2.49% | $6.9M | +177.07% | +1.51% | +86.75% | |
| FDX - FEDEX CORP | New Purchase | 2.46% | $6.8M | -14.98% | -3.01% | +8.71% | |
| LOW - LOWES COS INC | New Purchase | 2.18% | $6.0M | +5.74% | -7.82% | +9.62% | |
| AXTA - AXALTA COATING SYS LTD | Reduce 55% $(6.7M) | 1.95% | $5.4M | +9.70% | +10.88% | +23.84% | |
| DRIO - DARIOHEALTH CORP | Add 25% ($1.0M) | 1.85% | $5.1M | -77.90% | -66.98% | -72.36% | |
| HD - HOME DEPOT INC | New Purchase | 1.79% | $5.0M | +17.25% | -6.51% | +11.39% | |
| BA - BOEING CO | New Purchase | 1.76% | $4.9M | -9.80% | -11.19% | -24.93% | |
| HUN - HUNTSMAN CORP | CALL | Reduce 25% $(1.4M) | 1.46% | $4.1M | |||
| ECL - ECOLAB INC | Reduce 1% $(36.2K) | 1.36% | $3.8M | +48.20% | +0.18% | +32.17% | |
| ALLE - ALLEGION PLC | New Purchase | 1.29% | $3.6M | +27.31% | -3.85% | +21.22% | |
| ESI - ELEMENT SOLUTIONS INC | Reduce 85% $(12.9M) | 0.84% | $2.3M | +11.70% | +3.12% | +32.43% | |
| SLVM - SYLVAMO CORP | CALL | New Purchase | 0.35% | $974.8K | |||
| WHR - WHIRLPOOL CORP | New Purchase | 0.29% | $812.1K | -32.89% | -16.38% | -26.85% | |
| DCFCW - TRITIUM DCFC LIMITED | 0.00% | $9.9K | |||||
| ASH - ASHLAND INC | Reduce 100% | 0.00% | $0.00 | ||||
| CF - CF INDS HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CARR - CARRIER GLOBAL CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| DE - DEERE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| DY - DYCOM INDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| FLR - FLUOR CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| FCX - FREEPORT-MCMORAN INC | Reduce 100% | 0.00% | $0.00 | ||||
| GPK - GRAPHIC PACKAGING HLDG CO | CALL | Reduce 100% | 0.00% | $0.00 | |||
| LCAHU - LANDCADIA HOLDINGS IV INC | Reduce 100% | 0.00% | $0.00 | ||||
| PCT - PURECYCLE TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| VVV - VALVOLINE INC | Reduce 100% | 0.00% | $0.00 | ||||
| WLK - WESTLAKE CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| PNTM.WS - PONTEM CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| TROX - TRONOX HOLDINGS PLC | Reduce 100% | 0.00% | $0.00 | ||||
| VAL - VALARIS LIMITED | Reduce 100% | 0.00% | $0.00 | ||||