256 is the total number of securities Appian Way Asset Management LP has owned. The longest Appian Way Asset Management LP has owned a single stock is 13 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AVY | AVERY DENNISON ORD | 8 | 5 | 3.02% | 9.45% | 16.12% | Q2 2020 | Q3 2023 | 13 |
| TROX | TRONOX HOLDINGS PLC | 10 | 1 | 0.33% | 2.04% | 5.21% | Q4 2019 | Q1 2023 | 11 |
| PWR | QUANTA SVCS INC | 4 | 1 | 1.28% | 4.04% | 7.10% | Q4 2019 | Q3 2022 | 9 |
| AXTA | AXALTA COATING SYSTEMS... | 3 | 1 | 1.64% | 2.67% | 3.99% | Q4 2019 | Q2 2023 | 9 |
| DARIOHEALTH ORD | 9 | 9 | 1.01% | 1.89% | 2.86% | Q3 2021 | Q3 2023 | 9 | |
| LCAHU | LANDCADIA HOLDINGS IV UNT | 9 | 9 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q1 2023 | 9 |
| SYLVAMO ORD | 8 | 8 | 1.15% | 9.83% | 17.78% | Q4 2021 | Q3 2023 | 8 | |
| LIN | LINDE PLC | 5 | 3 | 1.32% | 4.84% | 10.22% | Q1 2020 | Q2 2022 | 8 |
| ESI | ELEMENT SOLUTIONS ORD | 5 | 1 | 0.84% | 3.72% | 7.84% | Q3 2020 | Q2 2023 | 8 |
| MAS | MASCO ORD | 4 | 4 | 0.79% | 2.53% | 5.42% | Q1 2020 | Q1 2022 | 8 |
| PNTMWS | PONTEM EQY WARRANT | 8 | 8 | 0.00% | 0.06% | 0.29% | Q2 2021 | Q1 2023 | 8 |
| PPC | PILGRIMS PRIDE CORP | 7 | 7 | 2.06% | 7.45% | 16.50% | Q1 2022 | Q3 2023 | 7 |
| ASH | ASHLAND INC | 3 | 1 | 0.73% | 4.95% | 11.74% | Q1 2020 | Q1 2023 | 7 |
| WFG | WEST FRASER TIMBER ORD | 4 | 3 | 1.23% | 4.87% | 9.38% | Q1 2021 | Q3 2023 | 7 |
| CE | CELANESE ORD | 3 | 1 | 0.88% | 3.69% | 6.76% | Q1 2020 | Q2 2023 | 7 |
| CLIMWS | CLMT RL IMPCT SLN II A... | 7 | 7 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q4 2022 | 7 |
| TRITIUM DCFC LIMITED | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 7 | |
| CBT | CABOT CORP | 6 | 6 | 3.85% | 7.47% | 11.31% | Q2 2022 | Q3 2023 | 6 |
| OLN | OLIN CORP | 4 | 1 | 1.86% | 7.09% | 14.27% | Q1 2020 | Q4 2022 | 6 |
| CCK | CROWN HOLDINGS ORD | 2 | 1 | 1.26% | 3.94% | 5.40% | Q4 2019 | Q2 2022 | 6 |
| WLK | WESTLAKE CORPORATION | 2 | 1 | 0.73% | 3.58% | 9.82% | Q1 2020 | Q1 2023 | 6 |
| MTZ | MASTEC ORD | 2 | 1 | 0.21% | 2.82% | 4.57% | Q4 2019 | Q3 2023 | 6 |
| PCT | PURECYCLE TECHNOLOGIES... | 5 | 1 | 0.28% | 0.56% | 1.24% | Q2 2021 | Q1 2023 | 6 |
| LPX | LOUISIANA PACIFIC ORD | 4 | 1 | 1.04% | 3.64% | 7.05% | Q4 2020 | Q1 2022 | 5 |
| WRK | WESTROCK CO | 1 | 1 | 2.22% | 3.62% | 5.02% | Q4 2019 | Q3 2022 | 5 |
| PPG | PPG INDUSTRIES ORD | 2 | 1 | 0.39% | 3.59% | 5.94% | Q2 2020 | Q3 2023 | 5 |
| ACM | AECOM | 5 | 5 | 0.85% | 3.35% | 6.74% | Q1 2020 | Q1 2021 | 5 |
| DD | DUPONT DE NEMOURS INC | 3 | 1 | 1.14% | 3.35% | 5.29% | Q4 2019 | Q3 2021 | 5 |
| NVR | NVR INC | 5 | 5 | 1.67% | 3.31% | 6.25% | Q2 2020 | Q2 2021 | 5 |
| ECL | ECOLAB INC | 3 | 1 | 0.99% | 3.31% | 7.15% | Q2 2020 | Q2 2023 | 5 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 5 | 5 | 1.80% | 2.57% | 3.10% | Q4 2019 | Q4 2020 | 5 |
| BA | BOEING CO | 2 | 1 | 0.13% | 2.24% | 4.07% | Q1 2020 | Q3 2023 | 5 |
| BERY | BERRY GLOBAL GROUP INC | 3 | 1 | 2.41% | 5.02% | 7.43% | Q4 2019 | Q3 2021 | 4 |
| FBHS | FORTUNE BRANDS INNOVAT... | 2 | 1 | 2.80% | 4.51% | 6.33% | Q1 2021 | Q4 2022 | 4 |
| LYB | LYONDELLBASELL INDUSTR... | 2 | 1 | 2.28% | 3.85% | 6.21% | Q4 2019 | Q4 2021 | 4 |
| PKG | PACKAGING CORP AMER | 2 | 1 | 2.13% | 3.23% | 4.43% | Q1 2020 | Q3 2021 | 4 |
| OC | OWENS CORNING NEW | 2 | 1 | 2.07% | 2.95% | 4.23% | Q4 2019 | Q3 2023 | 4 |
| CSX | CSX CORP | 2 | 2 | 1.68% | 2.92% | 3.93% | Q2 2020 | Q2 2022 | 4 |
| CARR | CARRIER GLOBAL ORD | 2 | 1 | 0.38% | 2.31% | 3.31% | Q3 2021 | Q1 2023 | 4 |
| BLDR | BUILDERS FIRSTSOURCE INC | 1 | 1 | 0.85% | 2.17% | 4.34% | Q3 2020 | Q3 2023 | 4 |
| DE | DEERE & CO | 3 | 1 | 1.27% | 1.69% | 2.80% | Q1 2022 | Q1 2023 | 4 |
| CF | CF INDS HLDGS INC | 1 | 1 | 0.84% | 1.49% | 2.82% | Q1 2020 | Q1 2023 | 4 |
| AVNT | AVIENT CORPORATION | 2 | 1 | 0.15% | 1.44% | 3.72% | Q3 2020 | Q3 2023 | 4 |
| LUV | SOUTHWEST AIRLS CO | 4 | 4 | 0.78% | 1.38% | 2.16% | Q2 2020 | Q1 2021 | 4 |
| DHI | D R HORTON INC | 2 | 2 | 0.69% | 1.16% | 1.98% | Q1 2020 | Q1 2021 | 4 |
| ETN | EATON CORP PLC | 1 | 1 | 0.52% | 0.92% | 1.56% | Q1 2020 | Q3 2023 | 4 |
| ENPH | ENPHASE ENERGY INC | 4 | 4 | 0.49% | 0.84% | 1.77% | Q2 2020 | Q1 2021 | 4 |
| SPCE | VIRGIN GALACTIC HOLDIN... | 4 | 4 | 0.33% | 0.57% | 0.85% | Q1 2020 | Q4 2020 | 4 |
| IP | INTERNATIONAL PAPER CO | 3 | 3 | 6.63% | 8.24% | 9.50% | Q1 2021 | Q3 2021 | 3 |
| HUN | HUNTSMAN ORD | 2 | 1 | 2.56% | 6.32% | 11.98% | Q4 2019 | Q4 2021 | 3 |
| VVV | VALVOLINE ORD | 1 | 1 | 3.18% | 5.19% | 9.06% | Q2 2020 | Q1 2023 | 3 |
| APD | AIR PRODS & CHEMS INC | 1 | 1 | 3.76% | 4.52% | 6.03% | Q4 2019 | Q3 2023 | 3 |
| UFS | DOMTAR CORP | 3 | 3 | 1.66% | 3.38% | 6.23% | Q3 2020 | Q1 2021 | 3 |
| NXPI | NXP SEMICONDUCTORS N V | 3 | 3 | 1.17% | 3.23% | 6.03% | Q4 2019 | Q2 2020 | 3 |
| SHW | SHERWIN WILLIAMS CO | 1 | 1 | 1.14% | 2.69% | 4.42% | Q1 2020 | Q1 2021 | 3 |
| ADI | ANALOG DEVICES INC | 2 | 1 | 1.24% | 2.59% | 4.83% | Q1 2020 | Q4 2020 | 3 |
| LOW | LOWES COS INC | 2 | 1 | 0.48% | 2.33% | 4.31% | Q1 2020 | Q2 2023 | 3 |
| KBR | KBR INC | 2 | 1 | 1.65% | 2.10% | 2.87% | Q3 2020 | Q4 2022 | 3 |
| MLM | MARTIN MARIETTA MATLS INC | 2 | 1 | 1.43% | 2.04% | 3.01% | Q1 2020 | Q1 2022 | 3 |
| EMR | EMERSON ELEC CO | 1 | 1 | 0.59% | 2.02% | 3.75% | Q2 2020 | Q3 2023 | 3 |
| CAT | CATERPILLAR INC | 2 | 1 | 0.89% | 2.01% | 3.08% | Q4 2020 | Q2 2022 | 3 |
| DAL | DELTA AIR LINES INC DEL | 3 | 3 | 0.48% | 1.90% | 3.28% | Q4 2020 | Q2 2021 | 3 |
| PH | PARKER-HANNIFIN CORP | 2 | 1 | 0.44% | 1.82% | 3.34% | Q4 2019 | Q3 2023 | 3 |
| OTIS | OTIS WORLDWIDE CORP | 3 | 3 | 1.07% | 1.57% | 2.08% | Q2 2020 | Q4 2020 | 3 |
| MOS | MOSAIC CO NEW | 1 | 1 | 0.93% | 1.45% | 2.44% | Q4 2019 | Q3 2023 | 3 |
| ALLE | ALLEGION PLC | 1 | 1 | 1.05% | 1.37% | 1.77% | Q2 2020 | Q2 2023 | 3 |
| FLR | FLUOR CORP NEW | 1 | 1 | 0.42% | 1.33% | 1.80% | Q1 2022 | Q3 2023 | 3 |
| ST | SENSATA TECHNOLOGIES H... | 3 | 3 | 0.64% | 1.25% | 1.70% | Q2 2020 | Q4 2020 | 3 |
| BECN | BEACON ROOFING SUPPLY INC | 1 | 1 | 0.43% | 1.16% | 2.56% | Q4 2019 | Q4 2020 | 3 |
| PLUG | PLUG POWER INC | 2 | 1 | 0.15% | 0.61% | 0.93% | Q4 2020 | Q2 2022 | 3 |
| FCX | FREEPORT-MCMORAN INC | 1 | 1 | 0.07% | 0.44% | 0.73% | Q2 2022 | Q3 2023 | 3 |
| DHCAU | DHC ACQUISITION CORP | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q3 2021 | 3 |
| DOW | DOW INC | 2 | 2 | 11.56% | 12.01% | 12.47% | Q2 2020 | Q3 2020 | 2 |
| PPC | PILGRIMS PRIDE CORP | 2 | 2 | 9.34% | 9.66% | 9.98% | Q2 2023 | Q3 2023 | 2 |
| MTH | MERITAGE HOMES CORP | 2 | 2 | 5.93% | 6.86% | 7.79% | Q2 2022 | Q3 2022 | 2 |
| PPG | PPG INDS INC | 1 | 1 | 3.16% | 6.21% | 9.25% | Q2 2020 | Q3 2023 | 2 |
| SWK | STANLEY BLACK & DECKER... | 1 | 1 | 4.78% | 5.76% | 6.74% | Q4 2019 | Q4 2021 | 2 |
| RSG | REPUBLIC SVCS INC | 1 | 1 | 5.19% | 5.35% | 5.52% | Q4 2019 | Q2 2021 | 2 |
| FTV | FORTIVE CORP | 2 | 2 | 4.93% | 5.15% | 5.37% | Q1 2020 | Q2 2020 | 2 |
| CC | CHEMOURS CO | 2 | 2 | 1.90% | 5.10% | 8.30% | Q2 2022 | Q3 2022 | 2 |
| OI | O-I GLASS INC | 2 | 2 | 4.37% | 4.93% | 5.50% | Q2 2023 | Q3 2023 | 2 |
| TSN | TYSON FOODS INC | 2 | 2 | 0.76% | 4.21% | 7.66% | Q3 2021 | Q4 2021 | 2 |
| SPY | SPDR S&P 500 ETF TR | 2 | 2 | 2.12% | 3.89% | 5.66% | Q4 2019 | Q1 2020 | 2 |
| OI | O-I GLASS INC | 1 | 1 | 0.22% | 3.82% | 7.42% | Q4 2022 | Q3 2023 | 2 |
| OC | OWENS CORNING NEW | 1 | 1 | 3.42% | 3.43% | 3.44% | Q3 2022 | Q3 2023 | 2 |
| KBH | KB HOME | 2 | 2 | 1.80% | 3.27% | 4.74% | Q1 2022 | Q2 2022 | 2 |
| GRA | GRACE W R & CO DEL NEW | 2 | 2 | 2.74% | 3.04% | 3.34% | Q4 2020 | Q1 2021 | 2 |
| UNP | UNION PAC CORP | 1 | 1 | 1.95% | 2.98% | 4.00% | Q1 2021 | Q2 2022 | 2 |
| DY | DYCOM INDS INC | 1 | 1 | 1.05% | 2.93% | 4.81% | Q1 2023 | Q3 2023 | 2 |
| DAR | DARLING INGREDIENTS INC | 2 | 2 | 0.86% | 2.62% | 4.39% | Q2 2022 | Q3 2022 | 2 |
| AZEK | AZEK CO INC | 1 | 1 | 2.44% | 2.45% | 2.47% | Q3 2021 | Q1 2022 | 2 |
| GM | GENERAL MTRS CO | 1 | 1 | 1.19% | 2.22% | 3.25% | Q2 2020 | Q2 2021 | 2 |
| FLEX | FLEX LTD | 2 | 2 | 1.77% | 2.21% | 2.64% | Q4 2020 | Q1 2021 | 2 |
| MHK | MOHAWK INDS INC | 1 | 1 | 0.34% | 2.18% | 4.03% | Q2 2020 | Q2 2021 | 2 |
| BG | BUNGE LTD | 1 | 1 | 0.23% | 2.17% | 4.11% | Q4 2022 | Q3 2023 | 2 |
| SLGN | SILGAN HOLDINGS INC | 1 | 1 | 1.67% | 2.07% | 2.46% | Q2 2020 | Q2 2022 | 2 |
| NTR | NUTRIEN LTD | 1 | 1 | 0.23% | 2.00% | 3.77% | Q1 2022 | Q3 2023 | 2 |
| SQM | SOCIEDAD QUIMICA Y MIN... | 1 | 1 | 0.76% | 1.85% | 2.94% | Q1 2020 | Q2 2022 | 2 |
| PHM | PULTE GROUP INC | 1 | 1 | 1.41% | 1.80% | 2.18% | Q3 2020 | Q3 2021 | 2 |
| ATC | ATOTECH LTD | 2 | 2 | 1.48% | 1.69% | 1.89% | Q1 2021 | Q2 2021 | 2 |
| JBLU | JETBLUE AWYS CORP | 2 | 2 | 0.96% | 1.66% | 2.36% | Q4 2020 | Q1 2021 | 2 |
| HUN | HUNTSMAN CORP | 2 | 2 | 1.46% | 1.64% | 1.83% | Q1 2023 | Q2 2023 | 2 |
| GENERAL ELECTRIC CO | 2 | 2 | 0.67% | 1.58% | 2.49% | Q2 2023 | Q3 2023 | 2 | |
| CNI | CANADIAN NATL RY CO | 2 | 2 | 1.46% | 1.56% | 1.65% | Q4 2020 | Q1 2021 | 2 |
| PNTM | PONTEM CORPORATION | 2 | 2 | 1.21% | 1.56% | 1.90% | Q2 2021 | Q3 2021 | 2 |
| VMC | VULCAN MATLS CO | 1 | 1 | 1.49% | 1.50% | 1.50% | Q1 2020 | Q4 2020 | 2 |
| ROK | ROCKWELL AUTOMAT ORD | 2 | 2 | 0.86% | 1.32% | 1.78% | Q3 2021 | Q4 2021 | 2 |
| INTC | INTEL CORP | 1 | 1 | 0.98% | 1.28% | 1.59% | Q1 2020 | Q4 2020 | 2 |
| CTVA | CORTEVA ORD | 1 | 1 | 0.89% | 1.27% | 1.66% | Q4 2021 | Q3 2023 | 2 |
| CNHI | CNH INDUSTRIAL ORD | 1 | 1 | 0.43% | 1.25% | 2.07% | Q2 2020 | Q4 2021 | 2 |
| MT | ARCELORMITTAL SA LUXEM... | 1 | 1 | 1.14% | 1.22% | 1.29% | Q3 2021 | Q3 2023 | 2 |
| IFF | INTERNATIONAL FLAVORS&... | 1 | 1 | 0.86% | 1.16% | 1.46% | Q1 2022 | Q3 2023 | 2 |
| VAL | VALARIS LIMITED | 1 | 1 | 1.12% | 1.13% | 1.15% | Q2 2021 | Q1 2023 | 2 |
| GE | GENERAL ELECTRIC CO | 1 | 1 | 0.62% | 1.11% | 1.59% | Q4 2019 | Q4 2020 | 2 |
| JCI | JOHNSON CTLS INTL PLC | 1 | 1 | 0.48% | 1.04% | 1.59% | Q1 2021 | Q3 2023 | 2 |
| SPR | SPIRIT AEROSYSTEMS HLD... | 1 | 1 | 0.95% | 1.00% | 1.04% | Q4 2020 | Q3 2023 | 2 |
| BLL | BALL CORP | 2 | 2 | 0.49% | 0.86% | 1.23% | Q3 2020 | Q4 2020 | 2 |
| APTV | APTIV PLC | 1 | 1 | 0.61% | 0.74% | 0.87% | Q4 2020 | Q4 2021 | 2 |
| SUM | SUMMIT MATLS INC | 2 | 2 | 0.56% | 0.65% | 0.74% | Q3 2020 | Q4 2020 | 2 |
| GMII | GORES METROPOULOS II INC | 2 | 2 | 0.39% | 0.50% | 0.61% | Q2 2021 | Q3 2021 | 2 |
| DOW | DOW INC | 1 | 1 | 0.48% | 0.49% | 0.50% | Q3 2020 | Q3 2023 | 2 |
| WPX | WPX ENERGY INC | 2 | 2 | 0.12% | 0.43% | 0.75% | Q1 2020 | Q2 2020 | 2 |
| KSU | KANSAS CITY SOUTHERN | 2 | 2 | 0.09% | 0.40% | 0.72% | Q2 2020 | Q3 2020 | 2 |
| DCRN | DECARBONIZATION PLUS A... | 2 | 2 | 0.29% | 0.39% | 0.49% | Q2 2021 | Q3 2021 | 2 |
| CLIM | CLIMATE REAL IMPACT SL... | 2 | 2 | 0.25% | 0.35% | 0.45% | Q2 2021 | Q3 2021 | 2 |
| SYLVAMO CORP | 2 | 2 | 0.25% | 0.30% | 0.35% | Q2 2023 | Q3 2023 | 2 | |
| FCAX | FORTRESS CAPITAL ACQUI... | 2 | 2 | 0.19% | 0.25% | 0.30% | Q2 2021 | Q3 2021 | 2 |
| ANAC | ARCTOS NORTHSTAR ACQUI... | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2021 | 2 |
| DCRNW | DECARBONIZATION PLUS A... | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2021 | 2 |
| HMCOU | HUMANCO ACQUISITION CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
| FCAXWS | FORTRESS CAPITAL ACQUI... | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
| ANACWS | ARCTOS NORTHSTAR ACQUI... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
| VELOW | VELOCITY ACQUISITION CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
| FMC | FMC CORP | 1 | 1 | 8.97% | 8.97% | 8.97% | Q3 2022 | Q3 2022 | 1 |
| SWK | STANLEY BLACK & DECKER... | 1 | 1 | 7.97% | 7.97% | 7.97% | Q4 2019 | Q4 2019 | 1 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 7.66% | 7.66% | 7.66% | Q3 2023 | Q3 2023 | 1 |
| ASH | ASHLAND INC | 1 | 1 | 4.16% | 4.16% | 4.16% | Q3 2022 | Q3 2022 | 1 |
| INGR | INGREDION INC | 1 | 1 | 3.94% | 3.94% | 3.94% | Q3 2023 | Q3 2023 | 1 |
| LHX | L3HARRIS TECHNOLOGIES INC | 1 | 1 | 3.71% | 3.71% | 3.71% | Q3 2023 | Q3 2023 | 1 |
| SEE | SEALED AIR CORP NEW | 1 | 1 | 3.36% | 3.36% | 3.36% | Q4 2020 | Q4 2020 | 1 |
| FUL | FULLER H B CO | 1 | 1 | 3.31% | 3.31% | 3.31% | Q2 2022 | Q2 2022 | 1 |
| GPK | GRAPHIC PACKAGING HLDG CO | 1 | 1 | 3.10% | 3.10% | 3.10% | Q4 2019 | Q4 2019 | 1 |
| AMZN | AMAZON COM INC | 1 | 1 | 2.91% | 2.91% | 2.91% | Q1 2020 | Q1 2020 | 1 |
| POL | POLYONE CORP | 1 | 1 | 2.85% | 2.85% | 2.85% | Q1 2020 | Q1 2020 | 1 |
| SNOW | SNOWFLAKE INC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q4 2020 | Q4 2020 | 1 |
| UTX | UNITED TECHNOLOGIES CORP | 1 | 1 | 2.74% | 2.74% | 2.74% | Q4 2019 | Q4 2019 | 1 |
| LW | LAMB WESTON HLDGS INC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q3 2023 | Q3 2023 | 1 |
| SAIA | SAIA INC | 1 | 1 | 2.65% | 2.65% | 2.65% | Q2 2023 | Q2 2023 | 1 |
| VRM | VROOM INC | 1 | 1 | 2.59% | 2.59% | 2.59% | Q3 2020 | Q3 2020 | 1 |
| ROP | ROPER TECHNOLOGIES INC | 1 | 1 | 2.59% | 2.59% | 2.59% | Q3 2020 | Q3 2020 | 1 |
| PCAR | PACCAR INC | 1 | 1 | 2.49% | 2.49% | 2.49% | Q4 2019 | Q4 2019 | 1 |
| SON | SONOCO PRODS CO | 1 | 1 | 2.47% | 2.47% | 2.47% | Q1 2020 | Q1 2020 | 1 |
| FDX | FEDEX CORP | 1 | 1 | 2.46% | 2.46% | 2.46% | Q2 2023 | Q2 2023 | 1 |
| FERG | FERGUSON PLC NEW | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2022 | Q4 2022 | 1 |
| TOL | TOLL BROTHERS INC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2019 | Q4 2019 | 1 |
| MIDD | MIDDLEBY CORP | 1 | 1 | 2.16% | 2.16% | 2.16% | Q2 2021 | Q2 2021 | 1 |
| SEE | SEALED AIR CORP NEW | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2022 | Q3 2022 | 1 |
| VNT | VONTIER CORPORATION | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2020 | Q4 2020 | 1 |
| NSC | NORFOLK SOUTHN CORP | 1 | 1 | 2.03% | 2.03% | 2.03% | Q4 2022 | Q4 2022 | 1 |
| CCMP | CABOT MICROELECTRONICS... | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2019 | Q4 2019 | 1 |
| LII | LENNOX INTL INC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2023 | Q3 2023 | 1 |
| CMI | CUMMINS INC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2020 | Q4 2020 | 1 |
| HD | HOME DEPOT INC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2023 | Q2 2023 | 1 |
| AWI | ARMSTRONG WORLD INDS I... | 1 | 1 | 1.78% | 1.78% | 1.78% | Q1 2022 | Q1 2022 | 1 |
| AA | ALCOA CORP | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2021 | Q3 2021 | 1 |
| QQQ | INVESCO QQQ TR | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2022 | Q2 2022 | 1 |
| DIS | DISNEY WALT CO | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2020 | Q4 2020 | 1 |
| EME | EMCOR GROUP INC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q2 2021 | Q2 2021 | 1 |
| SAFM | SANDERSON FARMS INC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q2 2021 | Q2 2021 | 1 |
| VALPQ | VALARIS PLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q4 2019 | Q4 2019 | 1 |
| INGR | INGREDION INC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2023 | Q3 2023 | 1 |
| BKNG | BOOKING HOLDINGS INC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2021 | Q1 2021 | 1 |
| TEL | TE CONNECTIVITY LTD | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2022 | Q4 2022 | 1 |
| PNTMU | PONTEM CORPORATION | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2021 | Q1 2021 | 1 |
| HDS | HD SUPPLY HLDGS INC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2020 | Q1 2020 | 1 |
| JCI | JOHNSON CTLS INTL PLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
| FRO | FRONTLINE LTD | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2020 | Q1 2020 | 1 |
| CARR | CARRIER GLOBAL CORPORA... | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2023 | Q3 2023 | 1 |
| UFS | DOMTAR CORP | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2021 | Q1 2021 | 1 |
| CLF | CLEVELAND-CLIFFS INC NEW | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2021 | Q2 2021 | 1 |
| NUAN | NUANCE COMMUNICATIONS INC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2020 | Q3 2020 | 1 |
| LEN | LENNAR CORP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2020 | Q1 2020 | 1 |
| CSL | CARLISLE COS INC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2023 | Q3 2023 | 1 |
| GTLS | CHART INDS INC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2022 | Q1 2022 | 1 |
| EMN | EASTMAN CHEM CO | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2021 | Q2 2021 | 1 |
| EXP | EAGLE MATLS INC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2022 | Q4 2022 | 1 |
| TMUS | T-MOBILE US INC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2020 | Q4 2020 | 1 |
| ENOVIX CORPORATION | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2021 | Q3 2021 | 1 | |
| QRVO | QORVO INC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2020 | Q2 2020 | 1 |
| FIS | FIDELITY NATL INFORMAT... | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2020 | Q4 2020 | 1 |
| OXY | OCCIDENTAL PETE CORP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2021 | Q2 2021 | 1 |
| MSFT | MICROSOFT CORP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2020 | Q4 2020 | 1 |
| DE | DEERE & CO | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
| AACQ | ARTIUS ACQUISITION INC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2021 | Q1 2021 | 1 |
| STNG | SCORPIO TANKERS INC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2020 | Q1 2020 | 1 |
| GPK | GRAPHIC PACKAGING HLDG CO | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2023 | Q1 2023 | 1 |
| LEA | LEAR CORP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2020 | Q2 2020 | 1 |
| OUT | OUTFRONT MEDIA INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2021 | Q2 2021 | 1 |
| ETWO | E2OPEN PARENT HOLDINGS... | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2021 | Q1 2021 | 1 |
| FTAI AVIATION LTD | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 | |
| NVT | NVENT ELECTRIC PLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2020 | Q1 2020 | 1 |
| ASML | ASML HOLDING N V | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2020 | Q1 2020 | 1 |
| ALB | ALBEMARLE CORP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
| TXN | TEXAS INSTRS INC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2020 | Q4 2020 | 1 |
| KTOS | KRATOS DEFENSE & SEC S... | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2020 | Q2 2020 | 1 |
| UNVR | UNIVAR SOLUTIONS INC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2020 | Q1 2020 | 1 |
| HON | HONEYWELL INTL INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
| PNR | PENTAIR PLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2020 | Q2 2020 | 1 |
| URI | UNITED RENTALS INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2020 | Q4 2020 | 1 |
| MGA | MAGNA INTL INC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2020 | Q4 2020 | 1 |
| MIC | MACQUARIE INFRASTRUCTU... | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2020 | Q1 2020 | 1 |
| AZUL | AZUL S A | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2020 | Q3 2020 | 1 |
| LI CYCLE HOLDINGS ORD | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 | |
| AZO | AUTOZONE INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2020 | Q3 2020 | 1 |
| ZBRA | ZEBRA TECHNOLOGIES COR... | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
| TT | TRANE TECHNOLOGIES PLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
| DELL | DELL TECHNOLOGIES INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2020 | Q2 2020 | 1 |
| LMT | LOCKHEED MARTIN CORP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
| MA | MASTERCARD INCORPORATED | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2020 | Q4 2020 | 1 |
| UBER | UBER TECHNOLOGIES INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2020 | Q2 2020 | 1 |
| X | UNITED STATES STL CORP... | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
| OSK | OSHKOSH CORP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
| VRSN | VERISIGN INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
| APG | API GROUP CORP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2020 | Q2 2020 | 1 |
| UAL | UNITED AIRLS HLDGS INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2020 | Q4 2020 | 1 |
| FSLR | FIRST SOLAR INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
| NIO | NIO INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2020 | Q3 2020 | 1 |
| IPOB | SOCIAL CAP HDOSPHIA HL... | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2020 | Q3 2020 | 1 |
| TENB | TENABLE HLDGS INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
| DCRNU | DECARBONIZATION PLUS A... | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2021 | Q1 2021 | 1 |
| JACOBS SOLUTIONS INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 | |
| ASPN | ASPEN AEROGELS INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2021 | Q2 2021 | 1 |
| CLIMU | CLIMATE REAL IMPACT SL... | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2021 | Q1 2021 | 1 |
| RUN | SUNRUN INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
| WHR | WHIRLPOOL CORP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
| MOBILEYE GLOBAL INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 | |
| BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
| FCAXU | FORTRESS CAPITAL ACQUI... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
| MASTERBRAND INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 | |
| DLPH | DELPHI TECHNOLOGIES PLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
| FL | FOOT LOCKER INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
| OEC | ORION S.A. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
| PACTIV EVERGREEN INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 | |
| ACM | AECOM | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
| SLAMU | SLAM CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
| ANACU | ARCTOS NORTHSTAR ACQUI... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
| CD | CHINDATA GROUP HLDGS LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
| IWM | ISHARES TR | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
| PE | PARSLEY ENERGY INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
| DCRB | DECARBONIZATION PLUS A... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
| TERAWULF INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 | |
| DECARBONIZATION PLUS A... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 | |
| DIDI | DIDI GLOBAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
| VELO | VELOCITY ACQUISITION CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
| VELOU | VELOCITY ACQUISITION CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
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The securities at the top of the list , including AVERY DENNISON ORD, TRONOX HOLDINGS PLC, and QUANTA SVCS INC, are the highest-conviction holdings of Appian Way Asset Management LP.
The conviction is calculated by counting the number of quarters a security has been reported by Appian Way Asset Management LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Appian Way Asset Management LP owns currently or has owned in the past.