$221 Million is the total value of Appian Way Asset Management LP's 45 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AVERY DENNISON ORD | 13 | Q3 2023 | 16.1% |
| DARIOHEALTH ORD | 12 | Q2 2024 | 2.9% |
| TRONOX HOLDINGS PLC | 11 | Q1 2023 | 5.2% |
| AXALTA COATING SYSTEMS ORD | 10 | Q2 2024 | 4.0% |
| SYLVAMO ORD | 9 | Q4 2023 | 17.8% |
| PILGRIMS PRIDE CORP | 9 | Q1 2024 | 16.5% |
| QUANTA SVCS INC | 9 | Q3 2022 | 7.1% |
| PURECYCLE TECHNOLOGIES ORD | 9 | Q2 2024 | 7.3% |
| LANDCADIA HOLDINGS IV UNT | 9 | Q1 2023 | 0.1% |
| TRITIUM DCFC LIMITED | 9 | Q1 2024 | 0.0% |
View Appian Way Asset Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Appian Way Asset Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.