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| Name: |
Appian Way Asset Management LP |
| City: |
New York |
| State: |
NY |
| Zip: |
10019 |
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data |
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Filing Period: |
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| Holdings
Found :
7 |
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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 |
|
JCI |
Johnson Controls Internatio... |
3 |
- |
$66.88 |
$30,682,000 |
532,300 |
9.94% |
28,660,000 |
494,298 |
0.072 |
Conglomerates |
|
|
DY |
Dycom Industries Inc |
8 |
- |
$149.77 |
$12,334,000 |
107,166 |
3.99% |
7,925,000 |
57,627 |
0.337 |
Heavy Construction |
|
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CSL |
Carlisle Companies Inc |
10 |
- |
$418.92 |
$11,442,000 |
36,624 |
3.71% |
6,723,000 |
18,424 |
0.069 |
Rubber & Plastics |
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FCX |
Freeport McMoRan Copper & G... |
11 |
- |
$53.48 |
$10,442,000 |
245,300 |
3.38% |
8,321,000 |
188,427 |
0.017 |
Copper |
|
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PPG |
PPG Industries Inc |
16 |
- |
$135.38 |
$6,296,000 |
42,100 |
2.04% |
4,658,000 |
29,478 |
0.018 |
Conglomerates |
|
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NTR |
Nutrien Ltd |
26 |
- |
$57.50 |
$2,924,000 |
51,900 |
0.95% |
1,948,000 |
36,100 |
0.009 |
N/A |
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DRIO |
DarioHealth Corp |
27 |
- |
$1.73 |
$2,275,000 |
1,322,444 |
0.74% |
-1,956,000 |
32,448 |
7.976 |
N/A |
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