$220 Million is the total value of Appian Way Asset Management LP's 36 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LCAHU | LANDCADIA HOLDINGS IV INCunit 05/01/2025 | $111,000 | -0.9% | 11,208 | 0.0% | 0.05% | +4.2% | |
| PNTMWS | PONTEM CORPORATION*w exp 01/05/202 | $33,000 | -62.9% | 100,000 | 0.0% | 0.02% | -60.5% | |
| CLIMWS | CLIMATE REAL IMPACT SLUTINS*w exp 01/29/202 | $6,000 | -62.5% | 13,766 | 0.0% | 0.00% | -57.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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% |
| TRONOX HOLDINGS PLC | 11 | Q1 2023 | 5.2% |
| QUANTA SVCS INC | 9 | Q3 2022 | 7.1% |
| AXALTA COATING SYSTEMS ORD | 9 | Q2 2023 | 4.0% |
| DARIOHEALTH ORD | 9 | Q3 2023 | 2.9% |
| LANDCADIA HOLDINGS IV UNT | 9 | Q1 2023 | 0.1% |
| SYLVAMO ORD | 8 | Q3 2023 | 17.8% |
| LINDE PLC | 8 | Q2 2022 | 10.2% |
| ELEMENT SOLUTIONS ORD | 8 | Q2 2023 | 7.8% |
| MASCO ORD | 8 | Q1 2022 | 5.4% |
View Appian Way Asset Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
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.