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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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Holdings
Found :
10 |
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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 |
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PPC |
Pilgrims Pride Corp |
2 |
- |
$38.50 |
$31,131,000 |
1,125,486 |
10.08% |
-2,579,000 |
-351,094 |
0.462 |
Meat Products |
|
LHX |
L3harris Technologies Inc |
5 |
- |
$221.13 |
$17,503,000 |
83,103 |
5.67% |
1,966,000 |
-6,126 |
0.038 |
Communication Equipment |
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APD |
Air Products & Chemicals Inc |
7 |
- |
$248.56 |
$12,923,000 |
47,200 |
4.19% |
-12,326,000 |
-41,892 |
0.021 |
Diversified Chemicals |
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OC |
Owens Corning |
9 |
- |
$177.70 |
$12,073,000 |
81,445 |
3.91% |
-5,637,000 |
-48,381 |
0.075 |
General Building Mate... |
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FLR |
Fluor Corp |
22 |
- |
$38.75 |
$3,579,000 |
91,371 |
1.16% |
-3,968,000 |
-114,263 |
0.065 |
Heavy Construction |
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MOS |
Mosaic Co |
24 |
- |
$30.08 |
$3,085,000 |
86,336 |
1% |
-979,000 |
-27,818 |
0.023 |
Agricultural & Fertil... |
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HON |
Honeywell International Inc |
25 |
- |
$203.21 |
$3,041,000 |
14,500 |
0.98% |
214,000 |
-800 |
0.002 |
Conglomerates |
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EMR |
Emerson Electric Co |
28 |
- |
$114.35 |
$2,015,000 |
20,700 |
0.65% |
-5,129,000 |
-53,273 |
0.003 |
Industrial Electrical... |
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INGR |
Ingredion Incorporated |
31 |
- |
$118.13 |
$1,637,000 |
15,085 |
0.53% |
-14,851,000 |
-152,478 |
0.023 |
Processed & Packaged ... |
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SLVM |
Sylvamo Corp |
33 |
- |
$69.70 |
$1,529,000 |
31,136 |
0.5% |
-11,408,000 |
-263,290 |
0.071 |
N/A |
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