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  Name: Appian Way Asset Management LP
  City: New York
  State: NY
  Zip: 10019
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $305,031,000
  Total Value Change : $-3,725,000
  Securities Held Change : -5
   
All Securities Held : 30
  New Positions : 13
  Closed Positions : 21
  Increased Positions : 12
  Unchanged Positions : 1
  Decreased Positions : 4

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Holdings Found : 21     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 48 Closed $260.50 $0 0 0% -12,923,000 -47,200 0    Diversified Chemicals
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 35 Closed $249.65 $0 0 0% -15,530,000 -65,700 0    Railroads
   (FLR)1 Year Chart         FLR Fluor Corp 41 Closed $42.25 $0 0 0% -3,579,000 -91,371 0    Heavy Construction
   (JCI)1 Year Chart         JCI Johnson Controls Internatio... 47 Closed $71.56 $0 0 0% -30,682,000 -532,300 0    Conglomerates
   (EMR)1 Year Chart         EMR Emerson Electric Co 34 Closed $110.90 $0 0 0% -2,015,000 -20,700 0    Industrial Electrical...
   (DE)1 Year Chart         DE Deere & Co 40 Closed $368.35 $0 0 0% -1,919,000 -4,800 0    Farm & Construction M...
   (INGR)1 Year Chart         INGR Ingredion Incorporated 46 Closed $116.60 $0 0 0% -1,637,000 -15,085 0    Processed & Packaged ...
   (TS)1 Year Chart         TS Tenaris S.A. (ADR) 33 Closed $32.70 $0 0 0% -6,435,000 -185,134 0    Steel & Iron
   (AAL)1 Year Chart         AAL American Airlines Group Inc 39 Closed $11.44 $0 0 0% -1,991,000 -144,900 0    Major Airlines
   (MOS)1 Year Chart         MOS Mosaic Co 45 Closed $30.06 $0 0 0% -3,085,000 -86,336 0    Agricultural & Fertil...
   (AGCO)1 Year Chart         AGCO AGCO Corporation 32 Closed $104.70 $0 0 0% -4,929,000 -40,600 0    Farm & Construction M...
   (HON)1 Year Chart         HON Honeywell International Inc 51 Closed $200.91 $0 0 0% -3,041,000 -14,500 0    Conglomerates
   (OC)1 Year Chart         OC Owens Corning 38 Closed $178.22 $0 0 0% -12,073,000 -81,445 0    General Building Mate...
   (MEOH)1 Year Chart         MEOH Methanex Corporation (USA) 44 Closed $53.00 $0 0 0% -6,801,000 -143,600 0    Specialty Chemicals
   (GT)1 Year Chart         GT Goodyear Tire & Rubber Co 31 Closed $12.02 $0 0 0% -7,343,000 -512,800 0    Rubber & Plastics
   (FCX)1 Year Chart         FCX Freeport McMoRan Copper & G... 50 Closed $52.31 $0 0 0% -10,442,000 -245,300 0    Copper
   (MRC)1 Year Chart         MRC MRC Global Inc. 37 Closed $13.08 $0 0 0% -4,745,000 -430,968 0    Machine Tools & Acces...
   (PPG)1 Year Chart         PPG PPG Industries Inc 43 Closed $129.12 $0 0 0% -6,296,000 -42,100 0    Conglomerates
   (SLVM)1 Year Chart         SLVM Sylvamo Corp 49 Closed $70.58 $0 0 0% -1,529,000 -31,136 0    N/A
   (OII)1 Year Chart         OII Oceaneering International Inc 36 Closed $23.67 $0 0 0% -1,620,000 -76,140 0    Oil & Gas Drilling & ...
   (DAL)1 Year Chart         DAL Delta Air Lines Inc 42 Closed $46.55 $0 0 0% -4,030,000 -100,166 0    Major Airlines

      21 Records Found
  1    
Page 1 of 1
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