0001493152-20-021652.txt : 20201116 0001493152-20-021652.hdr.sgml : 20201116 20201116154106 ACCESSION NUMBER: 0001493152-20-021652 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Appian Way Asset Management LP CENTRAL INDEX KEY: 0001795816 IRS NUMBER: 842833996 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20037 FILM NUMBER: 201316322 BUSINESS ADDRESS: STREET 1: 3 COLUMBUS CIRCLE STREET 2: SUITE 1555 CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212 324 2500 MAIL ADDRESS: STREET 1: 3 COLUMBUS CIRCLE STREET 2: SUITE 1555 CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001795816 XXXXXXXX 09-30-2020 09-30-2020 false Appian Way Asset Management LP

3 Columbus Circle Suite 1555 New York NY 10019

13F HOLDINGS REPORT 028-20037 N Andrew C. Byington 212-324-2501 /s/ Andrew C. Byington New York NY 11-16-2020 0 45 220757 INFORMATION TABLE 2 infotable.xml AECOM COM 00766T100 14885 355763 SH SOLE 355763 0 0 AECOM COM 00766T100 255 6100 SH Call SOLE 6100 0 0 ANALOG DEVICES INC COM 032654105 3782 32395 SH SOLE 32395 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 1621 22862 SH SOLE 22862 0 0 AUTOZONE INC COM 053332102 1188 1009 SH SOLE 1009 0 0 AVERY DENNISON CORP COM 053611109 12734 99608 SH SOLE 99608 0 0 AVIENT CORPORATION COM 05368V106 341 12905 SH SOLE 12905 0 0 AXALTA COATING SYS LTD COM G0750C108 3619 163221 SH SOLE 163221 0 0 AZUL S A SPONSR ADR PFD 05501U106 1234 93776 SH SOLE 93776 0 0 BALL CORP COM 058498106 2712 32623 SH SOLE 32623 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 5014 153700 SH SOLE 153700 0 0 CHINDATA GROUP HLDGS LTD ADS 16955F107 162 10000 SH SOLE 10000 0 0 CROWN HLDGS INC COM 228368106 11206 145800 SH SOLE 145800 0 0 CSX CORP COM 126408103 7425 95600 SH SOLE 95600 0 0 DOMTAR CORP COM NEW 257559203 3657 139201 SH SOLE 139201 0 0 DOW INC COM 260557103 1107 23522 SH SOLE 23522 0 0 DOW INC COM 260557103 27524 585000 SH Call SOLE 585000 0 0 DUPONT DE NEMOURS INC COM 26614N102 7629 137513 SH SOLE 137513 0 0 ELEMENT SOLUTIONS INC COM 28618M106 4632 440765 SH SOLE 440765 0 0 ENPHASE ENERGY INC COM 29355A107 3908 47321 SH SOLE 47321 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 1582 8746 SH SOLE 8746 0 0 KBR INC COM 48242W106 6343 283664 SH SOLE 283664 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 583 5900 SH SOLE 5900 0 0 LINDE PLC SHS G5494J103 5370 22551 SH SOLE 22551 0 0 MASCO CORP COM 574599106 4300 78000 SH SOLE 78000 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 6832 66486 SH SOLE 66486 0 0 NIO INC SPON ADS 62914V106 977 46051 SH SOLE 46051 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 2617 78861 SH SOLE 78861 0 0 NVR INC COM 62944T105 10249 2510 SH SOLE 2510 0 0 OTIS WORLDWIDE CORP COM 68902V107 4603 73743 SH SOLE 73743 0 0 OWENS CORNING NEW COM 690742101 4562 66298 SH SOLE 66298 0 0 PACKAGING CORP AMER COM 695156109 9789 89766 SH SOLE 89766 0 0 PPG INDS INC COM 693506107 11619 95175 SH SOLE 95175 0 0 PULTE GROUP INC COM 745867101 4821 104142 SH SOLE 104142 0 0 QUANTA SVCS INC COM 74762E102 4978 94165 SH SOLE 94165 0 0 ROPER TECHNOLOGIES INC COM 776696106 5708 14447 SH SOLE 14447 0 0 SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 1414 32769 SH SOLE 32769 0 0 SHERWIN WILLIAMS CO COM 824348106 2508 3600 SH SOLE 3600 0 0 SOCIAL CAP HDOSPHIA HLDG CO SHS CL A G8250T109 960 50535 SH SOLE 50535 0 0 SOUTHWEST AIRLS CO COM 844741108 4775 127341 SH SOLE 127341 0 0 SUMMIT MATLS INC CL A 86614U100 1233 74570 SH SOLE 74570 0 0 SUNRUN INC COM 86771W105 709 9200 SH SOLE 9200 0 0 TRONOX HOLDINGS PLC SHS G9087Q102 1999 253972 SH SOLE 253972 0 0 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 1869 97214 SH SOLE 97214 0 0 VROOM INC COM 92918V109 5722 110514 SH SOLE 110514 0 0