$228 Million is the total value of Appian Way Asset Management LP's 22 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FMC | New | FMC CORP | $20,479,000 | – | 193,746 | +100.0% | 8.97% | – |
| ASH | New | ASHLAND INCcall | $9,497,000 | – | 100,000 | +100.0% | 4.16% | – |
| WRK | New | WESTROCK CO | $8,050,000 | – | 260,608 | +100.0% | 3.53% | – |
| OC | New | OWENS CORNING NEWcall | $7,861,000 | – | 100,000 | +100.0% | 3.44% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $7,142,000 | – | 200,844 | +100.0% | 3.13% | – |
| SEE | New | SEALED AIR CORP NEW | $4,925,000 | – | 110,640 | +100.0% | 2.16% | – |
| PWR | New | QUANTA SVCS INC | $2,917,000 | – | 22,900 | +100.0% | 1.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.