Appian Way Asset Management LP Buys Sylvamo Corp, Avery Dennison Corp, Valvoline Inc, Sells Huntsman Corp, Tyson Foods Inc, Berry Global Group Inc

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Feb 15, 2022
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Investment company Appian Way Asset Management LP (Current Portfolio) buys Sylvamo Corp, Avery Dennison Corp, Valvoline Inc, Stanley Black & Decker Inc, PPG Industries Inc, sells Huntsman Corp, Tyson Foods Inc, Berry Global Group Inc, International Paper Co, Louisiana-Pacific Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Appian Way Asset Management LP. As of 2021Q4, Appian Way Asset Management LP owns 31 stocks with a total value of $232 million. These are the details of the buys and sells.

For the details of Appian Way Asset Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/appian+way+asset+management+lp/current-portfolio/portfolio

These are the top 5 holdings of Appian Way Asset Management LP
  1. Sylvamo Corp (SLVM) - 869,101 shares, 10.46% of the total portfolio. Shares added by 3320.98%
  2. Avery Dennison Corp (AVY) - 107,304 shares, 10.03% of the total portfolio. New Position
  3. Valvoline Inc (VVV) - 563,055 shares, 9.06% of the total portfolio. New Position
  4. West Fraser Timber Co.Ltd (WFG) - 191,489 shares, 7.89% of the total portfolio. Shares added by 61.04%
  5. Element Solutions Inc (ESI) - 748,073 shares, 7.84% of the total portfolio. Shares added by 51.13%
New Purchase: Avery Dennison Corp (AVY)

Appian Way Asset Management LP initiated holding in Avery Dennison Corp. The purchase prices were between $202.38 and $227.13, with an estimated average price of $214.01. The stock is now traded at around $185.330000. The impact to a portfolio due to this purchase was 10.03%. The holding were 107,304 shares as of 2021-12-31.

New Purchase: Valvoline Inc (VVV)

Appian Way Asset Management LP initiated holding in Valvoline Inc. The purchase prices were between $31.35 and $37.39, with an estimated average price of $34.96. The stock is now traded at around $32.940000. The impact to a portfolio due to this purchase was 9.06%. The holding were 563,055 shares as of 2021-12-31.

New Purchase: Stanley Black & Decker Inc (SWK)

Appian Way Asset Management LP initiated holding in Stanley Black & Decker Inc. The purchase prices were between $171.07 and $196.61, with an estimated average price of $184.83. The stock is now traded at around $165.895000. The impact to a portfolio due to this purchase was 6.74%. The holding were 82,800 shares as of 2021-12-31.

New Purchase: Crown Holdings Inc (CCK)

Appian Way Asset Management LP initiated holding in Crown Holdings Inc. The purchase prices were between $100.46 and $112.37, with an estimated average price of $106.43. The stock is now traded at around $121.420000. The impact to a portfolio due to this purchase was 4.79%. The holding were 100,300 shares as of 2021-12-31.

New Purchase: Celanese Corp (CE)

Appian Way Asset Management LP initiated holding in Celanese Corp. The purchase prices were between $148.94 and $172.91, with an estimated average price of $163.02. The stock is now traded at around $158.590000. The impact to a portfolio due to this purchase was 2.81%. The holding were 38,700 shares as of 2021-12-31.

New Purchase: MasTec Inc (MTZ)

Appian Way Asset Management LP initiated holding in MasTec Inc. The purchase prices were between $85.07 and $101.57, with an estimated average price of $91.56. The stock is now traded at around $92.485000. The impact to a portfolio due to this purchase was 2.78%. The holding were 69,802 shares as of 2021-12-31.

Added: Sylvamo Corp (SLVM)

Appian Way Asset Management LP added to a holding in Sylvamo Corp by 3320.98%. The purchase prices were between $24.8 and $33.1, with an estimated average price of $29.08. The stock is now traded at around $39.355000. The impact to a portfolio due to this purchase was 10.15%. The holding were 869,101 shares as of 2021-12-31.

Added: PPG Industries Inc (PPG)

Appian Way Asset Management LP added to a holding in PPG Industries Inc by 549.22%. The purchase prices were between $144.01 and $172.44, with an estimated average price of $161.01. The stock is now traded at around $151.845000. The impact to a portfolio due to this purchase was 5.03%. The holding were 79,854 shares as of 2021-12-31.

Added: Masco Corp (MAS)

Appian Way Asset Management LP added to a holding in Masco Corp by 393.67%. The purchase prices were between $55.87 and $70.23, with an estimated average price of $64.92. The stock is now traded at around $58.190000. The impact to a portfolio due to this purchase was 4.31%. The holding were 178,707 shares as of 2021-12-31.

Added: West Fraser Timber Co.Ltd (WFG)

Appian Way Asset Management LP added to a holding in West Fraser Timber Co.Ltd by 61.04%. The purchase prices were between $80.04 and $96.83, with an estimated average price of $86.59. The stock is now traded at around $97.330000. The impact to a portfolio due to this purchase was 2.99%. The holding were 191,489 shares as of 2021-12-31.

Added: Element Solutions Inc (ESI)

Appian Way Asset Management LP added to a holding in Element Solutions Inc by 51.13%. The purchase prices were between $22.09 and $26.22, with an estimated average price of $23.64. The stock is now traded at around $24.260000. The impact to a portfolio due to this purchase was 2.65%. The holding were 748,073 shares as of 2021-12-31.

Added: DarioHealth Corp (DRIO)

Appian Way Asset Management LP added to a holding in DarioHealth Corp by 135.72%. The purchase prices were between $12.52 and $19.02, with an estimated average price of $15.22. The stock is now traded at around $8.570000. The impact to a portfolio due to this purchase was 1.65%. The holding were 511,987 shares as of 2021-12-31.

Sold Out: Berry Global Group Inc (BERY)

Appian Way Asset Management LP sold out a holding in Berry Global Group Inc. The sale prices were between $60.04 and $73.93, with an estimated average price of $67.54.

Sold Out: International Paper Co (IP)

Appian Way Asset Management LP sold out a holding in International Paper Co. The sale prices were between $44.57 and $55.81, with an estimated average price of $49.18.

Sold Out: Ashland Global Holdings Inc (ASH)

Appian Way Asset Management LP sold out a holding in Ashland Global Holdings Inc. The sale prices were between $90.16 and $109.26, with an estimated average price of $100.88.

Sold Out: Olin Corp (OLN)

Appian Way Asset Management LP sold out a holding in Olin Corp. The sale prices were between $48.56 and $64.42, with an estimated average price of $56.24.

Sold Out: DuPont de Nemours Inc (DD)

Appian Way Asset Management LP sold out a holding in DuPont de Nemours Inc. The sale prices were between $69.15 and $81.02, with an estimated average price of $76.01.

Sold Out: Boeing Co (BA)

Appian Way Asset Management LP sold out a holding in Boeing Co. The sale prices were between $188.19 and $233.09, with an estimated average price of $210.93.



Here is the complete portfolio of Appian Way Asset Management LP. Also check out:

1. Appian Way Asset Management LP's Undervalued Stocks
2. Appian Way Asset Management LP's Top Growth Companies, and
3. Appian Way Asset Management LP's High Yield stocks
4. Stocks that Appian Way Asset Management LP keeps buying
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