Fund Name: | Appian Way Asset Management |
Manager | Andrew Byington |
Portfolio Value | $444,673,360 |
Change This QTR | +1.14% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | PCT | 5,674,168 | $53,904,596 | +18% | 12.12% | ||
2. | SEE | 1,426,247 | $51,772,766 | +6% | 11.64% | ||
3. | SGML | 4,092,401 | $50,582,076 | +58% | 11.37% | ||
4. | DY | 202,551 | $39,922,802 | +18% | 8.97% | ||
5. | CC | 1,680,673 | $34,151,275 | NEW | 7.68% |