13F HOLDINGS REPORT
Appian Way Asset Management LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001493152-23-017461
Total Value
$299.2M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYLVAMO CORP | SLVM | 976,746 | $45.2M | 15.10% |
| 2 | PILGRIMS PRIDE CORP | PPC | 1,619,221 | $37.5M | 12.54% |
| 3 | AVERY DENNISON CORP | AVY | 191,224 | $34.2M | 11.43% |
| 4 | WESTLAKE CORPORATION | WLK | 253,283 | $29.4M | 9.82% |
| 5 | CABOT CORP | CBT | 320,943 | $24.6M | 8.22% |
| 6 | CELANESE CORP DEL | CE | 180,049 | $19.6M | 6.55% |
| 7 | ELEMENT SOLUTIONS INC | ESI | 795,456 | $15.4M | 5.13% |
| 8 | DYCOM INDS INC | 267475101 | 153,600 | $14.4M | 4.81% |
| 9 | ASHLAND INC | ASH | 111,912 | $11.5M | 3.84% |
| 10 | AXALTA COATING SYS LTD | AXTA | 370,782 | $11.2M | 3.75% |
| 11 | VALVOLINE INC | VVV | 285,494 | $10.0M | 3.33% |
| 12 | CARRIER GLOBAL CORPORATION | CARR | 159,100 | $7.3M | 2.43% |
| 13 | HUNTSMAN CORP | HUN | 200,000 | $5.5M | 1.83% |
| 14 | FLUOR CORP NEW | FLR | 170,300 | $5.3M | 1.76% |
| 15 | DARIOHEALTH CORP | DRIO | 1,022,782 | $4.2M | 1.41% |
| 16 | DEERE & CO | DE | 9,234 | $3.8M | 1.27% |
| 17 | WEST FRASER TIMBER CO LTD | WFG | 51,587 | $3.7M | 1.23% |
| 18 | ECOLAB INC | ECL | 20,415 | $3.4M | 1.13% |
| 19 | VALARIS LIMITED | VAL-WT | 51,264 | $3.3M | 1.11% |
| 20 | CF INDS HLDGS INC | 125269100 | 36,767 | $2.7M | 0.89% |
| 21 | TRONOX HOLDINGS PLC | TROX | 182,260 | $2.6M | 0.88% |
| 22 | GRAPHIC PACKAGING HLDG CO | GPK | 100,000 | $2.5M | 0.85% |
| 23 | PURECYCLE TECHNOLOGIES INC | PCTTW | 234,000 | $1.6M | 0.55% |
| 24 | FREEPORT-MCMORAN INC | FCX | 5,300 | $216,823 | 0.07% |
| 25 | LANDCADIA HOLDINGS IV INC | 51477A203 | 11,208 | $113,985 | 0.04% |
| 26 | PONTEM CORPORATION | G71707122 | 100,000 | $17,170 | 0.01% |
| 27 | TRITIUM DCFC LIMITED | Q9225T116 | 24,658 | $10,110 | 0.00% |