13F-HR filed by Appian Way Asset Management LP
Appian Way Asset Management LP filed this 13F-HR for the quarter ended 2022-06-30, filed 2022-08-15, with 33 holding rows worth $245,168,000.
- Accession
- 0001493152-22-022950
- Filer
- CIK 1795816
- Filed
- 2022-08-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2022
A holdings report, 33 entries on the cover page, a total value of $245,168,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $245,168,000 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 |
|---|---|---|---|---|---|---|
| AVERY DENNISON CORP COM | 053611109 | Stock | 195,159 | $31,590,000 | thousands by filing date | |
| ASHLAND INC | 044186104 | COM | 279,194 | $28,771,000 | thousands by filing date | |
| LINDE PLC | G5494J103 | SHS | 87,102 | $25,044,000 | thousands by filing date | |
| FORTUNE BRANDS INNOVATIONS INC COM | 34964C106 | Stock | 259,085 | $15,514,000 | thousands by filing date | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 200,500 | $14,536,000 | thousands by filing date | |
| OLIN CORP | 680665205 | COM PAR $1 | 277,400 | $12,838,000 | thousands by filing date | |
| KBHOME | 48666K109 | COM | 408,470 | $11,625,000 | thousands by filing date | |
| CABOT CORP | 127055101 | COM | 175,066 | $11,167,000 | thousands by filing date | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 180,080 | $10,769,000 | thousands by filing date | |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 501,725 | $8,931,000 | thousands by filing date | |
| FULLER H B CO COM | 359694106 | Stock | 134,800 | $8,116,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 42,200 | $7,544,000 | thousands by filing date | |
| SOCIEDAD QUIMICA Y MINERA DE C | 833635105 | SPON ADR SER B | 86,425 | $7,219,000 | thousands by filing date | |
| CSX Corporation | 126408103 | COM | 229,800 | $6,678,000 | thousands by filing date | |
| DARIOHEALTH CORP | 23725P209 | COM | 913,935 | $5,612,000 | thousands by filing date | |
| PILGRIMS PRIDE CORP COM | 72147K108 | Stock | 161,900 | $5,056,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 22,400 | $4,777,000 | thousands by filing date | |
| CHEMOURS CO COM | 163851108 | Stock | 145,600 | $4,662,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 14,677 | $4,114,000 | thousands by filing date | |
| SILGAN HLDGS INC | 827048109 | COM | 99,000 | $4,094,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 11,500 | $3,444,000 | thousands by filing date | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 39,975 | $3,427,000 | thousands by filing date | |
| CROWN HLDGS INC COM | 228368106 | Stock | 33,400 | $3,078,000 | thousands by filing date | |
| SYLVAMO CORP | 871332102 | COMMON STOCK | 86,060 | $2,812,000 | thousands by filing date | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 61,100 | $1,788,000 | thousands by filing date | |
| PURECYCLE TECHNOLOGIES INC | 74623V103 | COM | 115,975 | $861,000 | thousands by filing date | |
| FOOT LOCKER INC | 344849104 | COM | 20,900 | $528,000 | thousands by filing date | |
| PLUG PWR INC | 72919P202 | COM NEW | 22,300 | $370,000 | thousands by filing date | |
| LANDCADIA HOLDINGS IV INC | 51477A203 | UNIT 05/01/2025 | 11,208 | $110,000 | thousands by filing date | |
| TERAWULF INC | 88080T104 | COM | 37,454 | $45,000 | thousands by filing date | |
| TRITIUM DCFC LIMITED | Q9225T116 | *W EXP 01/13/202 | 24,658 | $33,000 | thousands by filing date | |
| PONTEM CORPORATION | G71707122 | WARR | 100,000 | $13,000 | thousands by filing date | |
| CLIMATE REAL IMPACT SLUTINS | 187171111 | *W EXP 01/29/202 | 13,766 | $2,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001493152-22-022950 | this filing | 2022-08-15 | acceptance time not in the bulk data set |