0001493152-21-028446.txt : 20211115 0001493152-21-028446.hdr.sgml : 20211115 20211115131100 ACCESSION NUMBER: 0001493152-21-028446 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211408571 BUSINESS ADDRESS: STREET 1: 3 COLUMBUS CIRCLE STREET 2: SUITE 1735 CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212 324 2500 MAIL ADDRESS: STREET 1: 3 COLUMBUS CIRCLE STREET 2: SUITE 1735 CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001795816 XXXXXXXX 09-30-2021 09-30-2021 false Appian Way Asset Management LP

3 Columbus Circle Suite 1735 New York NY 10019

13F HOLDINGS REPORT 028-20037 N Andrew C. Byington 212-931-1171 /s/ Andrew C. Byington New York NY 11-15-2021 0 41 235550 INFORMATION TABLE 2 infotable.xml ALCOA CORP COM 013872106 4160 85000 SH SOLE 85000 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 3040 100800 SH SOLE 100800 0 0 ARCTOS NORTHSTAR ACQUIS CORP SHS CL A G0477L100 137 14000 SH SOLE 14000 0 0 ARCTOS NORTHSTAR ACQUIS CORP *W EXP 99/99/999 G0477L126 16 3750 SH SOLE 3750 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 14018 157293 SH SOLE 157293 0 0 AXALTA COATING SYS LTD COM G0750C108 5108 175000 SH SOLE 175000 0 0 AZEK CO INC CL A 05478C105 5738 157074 SH SOLE 157074 0 0 BERRY GLOBAL GROUP INC COM 08579W103 16264 267147 SH SOLE 267147 0 0 BOEING CO COM 097023105 9223 41935 SH SOLE 41935 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 7800 150700 SH SOLE 150700 0 0 CF INDS HLDGS INC COM 125269100 1976 35400 SH SOLE 35400 0 0 CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 595 60832 SH SOLE 60832 0 0 CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 61 13766 SH SOLE 13766 0 0 DARIOHEALTH CORP COM NEW 23725P209 2965 217202 SH SOLE 217202 0 0 DECARBONIZATION PLUS ACQU II *W EXP 01/19/202 242794113 116 24658 SH SOLE 24658 0 0 DECARBONIZATION PLUS ACQU II COM CL A 242794105 681 68975 SH SOLE 68975 0 0 DHC ACQUISITION CORP UNIT 02/25/2026 G2758T125 189 19081 SH SOLE 19081 0 0 DUPONT DE NEMOURS INC COM 26614N102 9879 145300 SH SOLE 145300 0 0 ELEMENT SOLUTIONS INC COM 28618M106 10732 494999 SH SOLE 494999 0 0 ENOVIX CORPORATION COM 293594107 2320 122842 SH SOLE 122842 0 0 FORTRESS CAPITAL ACQUISITION *W EXP 99/99/999 G36427121 41 9254 SH SOLE 9254 0 0 FORTRESS CAPITAL ACQUISITION SHS CL A G36427105 453 46273 SH SOLE 46273 0 0 GORES METROPOULOS II INC CL A 382873107 920 93144 SH SOLE 93144 0 0 HUNTSMAN CORP COM 447011107 28206 953221 SH SOLE 953221 0 0 INTERNATIONAL PAPER CO COM 460146103 15627 279455 SH SOLE 279455 0 0 LANDCADIA HOLDINGS IV INC UNIT 05/01/2025 51477A203 112 11208 SH SOLE 11208 0 0 LOUISIANA PAC CORP COM 546347105 16602 270531 SH SOLE 270531 0 0 MASCO CORP COM 574599106 2011 36200 SH SOLE 36200 0 0 OLIN CORP COM PAR $1 680665205 10210 211599 SH SOLE 211599 0 0 PACKAGING CORP AMER COM 695156109 5017 36500 SH SOLE 36500 0 0 PONTEM CORPORATION SHS CL A G71707106 2848 293304 SH SOLE 293304 0 0 PONTEM CORPORATION *W EXP 01/05/202 G71707122 385 100000 SH SOLE 100000 0 0 PPG INDS INC COM 693506107 1759 12300 SH SOLE 12300 0 0 PULTE GROUP INC COM 745867101 3311 72102 SH SOLE 72102 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 671 50526 SH SOLE 50526 0 0 QUANTA SVCS INC COM 74762E102 7836 68847 SH SOLE 68847 0 0 ROCKWELL AUTOMATION INC COM 773903109 4192 14256 SH SOLE 14256 0 0 TRONOX HOLDINGS PLC SHS G9087Q102 12272 497843 SH SOLE 497843 0 0 TYSON FOODS INC CL A 902494103 18054 228707 SH SOLE 228707 0 0 VELOCITY ACQUISITION CORP *W EXP 02/24/202 92259E112 1 277 SH SOLE 277 0 0 WEST FRASER TIMBER CO LTD COM 952845105 10004 118911 SH SOLE 118911 0 0