13F-HR filed by Appian Way Asset Management LP
Appian Way Asset Management LP filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-02-14, with 31 holding rows worth $231,765,000.
- Accession
- 0001493152-22-004334
- Filer
- CIK 1795816
- Filed
- 2022-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 31 entries on the cover page, a total value of $231,765,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $231,765,000 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 |
|---|---|---|---|---|---|---|
| SYLVAMO CORP | 871332102 | COMMON STOCK | 869,101 | $24,239,000 | thousands by filing date | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 107,304 | $23,239,000 | thousands by filing date | |
| VALVOLINE INC COM | 92047W101 | Stock | 563,055 | $20,996,000 | thousands by filing date | |
| WEST FRASER TIMBER CO LTD COM | 952845105 | Stock | 191,489 | $18,288,000 | thousands by filing date | |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 748,073 | $18,163,000 | thousands by filing date | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 82,800 | $15,618,000 | thousands by filing date | |
| PPG INDS INC COM | 693506107 | Stock | 79,854 | $13,770,000 | thousands by filing date | |
| MASCO CORP | 574599106 | COM | 178,707 | $12,549,000 | thousands by filing date | |
| CROWN HLDGS INC COM | 228368106 | Stock | 100,300 | $11,095,000 | thousands by filing date | |
| HUNTSMAN CORP | 447011107 | COM | 293,606 | $10,241,000 | thousands by filing date | |
| QUANTA SVCS INC | 74762E102 | COM | 80,054 | $9,179,000 | thousands by filing date | |
| DARIOHEALTH CORP | 23725P209 | COM | 511,987 | $6,640,000 | thousands by filing date | |
| CELANESE CORP DEL COM | 150870103 | Stock | 38,700 | $6,504,000 | thousands by filing date | |
| MASTEC INC COM | 576323109 | Stock | 69,802 | $6,441,000 | thousands by filing date | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 58,903 | $5,433,000 | thousands by filing date | |
| AXALTA COATING SYS LTD COM | G0750C108 | Stock | 163,963 | $5,430,000 | thousands by filing date | |
| CNH INDL N V SHS | N20944109 | Stock | 246,900 | $4,797,000 | thousands by filing date | |
| LINDE PLC | G5494J103 | SHS | 8,800 | $3,049,000 | thousands by filing date | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 30,739 | $2,408,000 | thousands by filing date | |
| TRONOX HOLDINGS PLC SHS | G9087Q102 | Stock | 96,293 | $2,314,000 | thousands by filing date | |
| CORTEVA INC COM | 22052L104 | Stock | 43,500 | $2,057,000 | thousands by filing date | |
| APTIV PLC | G6095L109 | SHS | 12,200 | $2,012,000 | thousands by filing date | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 5,700 | $1,988,000 | thousands by filing date | |
| TYSON FOODS INC CL A | 902494103 | Stock | 20,049 | $1,752,000 | thousands by filing date | |
| LI-CYCLE HOLDINGS CORP | 50202P105 | COMMON SHARES | 126,300 | $1,258,000 | thousands by filing date | |
| PURECYCLE TECHNOLOGIES INC | 74623V103 | COM | 121,293 | $1,161,000 | thousands by filing date | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 16,376 | $888,000 | thousands by filing date | |
| LANDCADIA HOLDINGS IV INC | 51477A203 | UNIT 05/01/2025 | 11,208 | $112,000 | thousands by filing date | |
| PONTEM CORPORATION | G71707122 | WARR | 100,000 | $89,000 | thousands by filing date | |
| DECARBONIZATION PLUS ACQUISI | G2773W111 | *W EXP 07/15/202 | 24,658 | $39,000 | thousands by filing date | |
| CLIMATE REAL IMPACT SLUTINS | 187171111 | *W EXP 01/29/202 | 13,766 | $16,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001493152-22-004334 | this filing | 2022-02-14 | acceptance time not in the bulk data set |