13F-HR filed by Appian Way Asset Management LP
Appian Way Asset Management LP filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-14, with 29 holding rows worth $191,550,000.
- Accession
- 0001493152-20-002291
- Filer
- CIK 1795816
- Filed
- 2020-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 30 entries on the cover page, a total value of $191,550,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $191,550,000 with VALUE read as thousands by filing date, 13F file number 028-20037. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 325,156 | $15,442,000 | thousands by filing date | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 136,636 | $12,909,000 | thousands by filing date | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 98,542 | $12,540,000 | thousands by filing date | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 171,373 | $11,002,000 | thousands by filing date | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 120,320 | $10,784,000 | thousands by filing date | |
| QUANTA SVCS INC | 74762E102 | COM | 245,889 | $10,010,000 | thousands by filing date | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 60,025 | $9,949,000 | thousands by filing date | |
| WESTROCK CO | 96145D105 | COM | 223,668 | $9,598,000 | thousands by filing date | |
| MASTEC INC COM | 576323109 | Stock | 148,184 | $9,507,000 | thousands by filing date | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 33,311 | $7,828,000 | thousands by filing date | |
| AXALTA COATING SYS LTD COM | G0750C108 | Stock | 229,376 | $6,973,000 | thousands by filing date | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 387,700 | $6,455,000 | thousands by filing date | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 60,495 | $6,335,000 | thousands by filing date | |
| TRONOX HOLDINGS PLC SHS | G9087Q102 | Stock | 545,424 | $6,229,000 | thousands by filing date | |
| OWENS CORNING NEW | 690742101 | COM | 89,860 | $5,852,000 | thousands by filing date | |
| UNITED TECHNOLOGIES CORP | 913017109 | COM | 38,036 | $5,696,000 | thousands by filing date | |
| HUNTSMAN CORP | 447011107 | COM | 220,634 | $5,331,000 | thousands by filing date | |
| PACCAR INC COM | 693718108 | Stock | 65,544 | $5,185,000 | thousands by filing date | |
| MOSAIC CO COM | 61945C103 | Stock | 234,982 | $5,085,000 | thousands by filing date | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 113,800 | $4,496,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 13,712 | $4,413,000 | thousands by filing date | |
| CROWN HLDGS INC COM | 228368106 | Stock | 56,691 | $4,112,000 | thousands by filing date | |
| CABOT MICROELECTRONICS CORP | 12709P103 | COM | 28,000 | $4,041,000 | thousands by filing date | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 17,028 | $3,505,000 | thousands by filing date | |
| VALARIS PLC XXX SHS CL A | G9402V109 | COM | 505,305 | $3,315,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 296,800 | $3,312,000 | thousands by filing date | |
| BEACON ROOFING SUPPLY INC | 073685109 | COM | 31,485 | $1,007,000 | thousands by filing date | |
| DELPHI TECHNOLOGIES PLC | G2709G107 | SHS | 35,425 | $455,000 | thousands by filing date | |
| STANLEY BLACK & DECKER INC | 854502901 | COM | 1,000 | $184,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001493152-20-002291 | this filing | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001493152-20-022122 | base | 2020-11-20 | acceptance time not in the bulk data set |