13F-HR filed by Appian Way Asset Management LP
Appian Way Asset Management LP filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-14, with 42 holding rows worth $136,470,000.
- Accession
- 0001493152-20-008657
- Filer
- CIK 1795816
- Filed
- 2020-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 42 entries on the cover page, a total value of $136,470,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $136,470,000 with VALUE read as thousands by filing date, 13F file number 028-20037. The quarter's positions are built on this report. 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 |
|---|---|---|---|---|---|---|
| LINDE PLC | G5494J103 | SHS | 60,810 | $10,520,000 | thousands by filing date | |
| QUANTA SVCS INC | 74762E102 | COM | 305,527 | $9,694,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 29,941 | $7,717,000 | thousands by filing date | |
| ASHLAND INC | 044186104 | COM | 150,570 | $7,539,000 | thousands by filing date | |
| FORTIVE CORP COM | 34959J108 | Stock | 132,854 | $7,332,000 | thousands by filing date | |
| AECOM COM | 00766T100 | Stock | 228,402 | $6,818,000 | thousands by filing date | |
| Analog Devices,Inc. | 032654105 | COM | 73,514 | $6,591,000 | thousands by filing date | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 13,124 | $6,031,000 | thousands by filing date | |
| CELANESE CORP DEL COM | 150870103 | Stock | 80,341 | $5,896,000 | thousands by filing date | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 35,114 | $4,555,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 2,038 | $3,974,000 | thousands by filing date | |
| POLYONE CORP | 73179P106 | COM | 205,278 | $3,894,000 | thousands by filing date | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 141,240 | $3,842,000 | thousands by filing date | |
| MASCO CORP | 574599106 | COM | 102,355 | $3,538,000 | thousands by filing date | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 41,176 | $3,415,000 | thousands by filing date | |
| SONOCO PRODS CO | 835495102 | COM | 72,697 | $3,370,000 | thousands by filing date | |
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 97,545 | $3,288,000 | thousands by filing date | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 62,611 | $3,107,000 | thousands by filing date | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 35,200 | $3,056,000 | thousands by filing date | |
| TRONOX HOLDINGS PLC SHS | G9087Q102 | Stock | 516,139 | $2,570,000 | thousands by filing date | |
| OLIN CORP | 680665205 | COM PAR $1 | 216,968 | $2,532,000 | thousands by filing date | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 36,117 | $2,449,000 | thousands by filing date | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 12,000 | $2,271,000 | thousands by filing date | |
| VULCAN MATLS CO COM | 929160109 | Stock | 18,943 | $2,047,000 | thousands by filing date | |
| HD SUPPLY HLDGS INC | 40416M105 | COM | 71,200 | $2,024,000 | thousands by filing date | |
| FRONTLINE PLC F | G3682E192 | ORD SHS | 194,388 | $1,868,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 12,100 | $1,805,000 | thousands by filing date | |
| LENNAR CORP CL A | 526057104 | Stock | 40,836 | $1,560,000 | thousands by filing date | |
| D R HORTON INC COM | 23331A109 | Stock | 44,550 | $1,515,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 24,662 | $1,335,000 | thousands by filing date | |
| SCORPIO TANKERS INC | Y7542C130 | SHS | 61,076 | $1,168,000 | thousands by filing date | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 61,900 | $1,044,000 | thousands by filing date | |
| SOCIEDAD QUIMICA Y MINERA DE C | 833635105 | SPON ADR SER B | 46,100 | $1,040,000 | thousands by filing date | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 3,900 | $1,020,000 | thousands by filing date | |
| WPX ENERGY INC | 98212B103 | COM | 334,250 | $1,019,000 | thousands by filing date | |
| WESTLAKE CORPORATION | 960413102 | COM | 26,246 | $1,002,000 | thousands by filing date | |
| UNIVAR INC | 91336L107 | COMMON STOCK | 88,322 | $947,000 | thousands by filing date | |
| VIRGIN GALACTIC HLDGS INC | 92766K106 | COM | 55,075 | $814,000 | thousands by filing date | |
| MACQUARIE INFRASTRUCTURE HOLDI | 55608B105 | COMMON UNITS | 31,904 | $806,000 | thousands by filing date | |
| Eaton Corp. Plc | G29183103 | COM | 9,180 | $713,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 7,665 | $660,000 | thousands by filing date | |
| PARSLEY ENERGY INC | 701877102 | CL A | 14,602 | $84,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001493152-20-008657 | this filing | 2020-05-14 | acceptance time not in the bulk data set |