0001493152-23-004814.txt : 20230214 0001493152-23-004814.hdr.sgml : 20230214 20230214160449 ACCESSION NUMBER: 0001493152-23-004814 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23628678 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 X0202 13F-HR LIVE false true false 0001795816 XXXXXXXX 12-31-2022 12-31-2022 false Appian Way Asset Management LP

3 Columbus Circle Suite 1735 New York NY 10019

13F HOLDINGS REPORT 028-20037 000306399 801-119147 N Mark A. Weiner 212-931-1173 /s/ Mark A. Weiner New York NY 02-14-2023 0 26 287420815 INFORMATION TABLE 2 infotable.xml ALLEGION PLC ORD SHS G0176J109 3010436 28600 SH SOLE 28600 0 0 AVERY DENNISON CORP COM 053611109 37585555 207655 SH SOLE 207655 0 0 AXALTA COATING SYS LTD COM G0750C108 11457934 449860 SH SOLE 449860 0 0 BUNGE LTD COM G16962105 11812768 118400 SH SOLE 118400 0 0 CABOT CORP COM 127055101 23409774 350236 SH SOLE 350236 0 0 CELANESE CORP DEL COM 150870103 19429690 190040 SH SOLE 190040 0 0 CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 14 13766 SH SOLE 13766 0 0 DARIOHEALTH CORP COM NEW 23725P209 4896226 1143978 SH SOLE 1143978 0 0 EAGLE MATLS INC COM 26969P108 2949270 22200 SH SOLE 22200 0 0 EATON CORP PLC SHS G29183103 2774248 17676 SH SOLE 17676 0 0 ECOLAB INC COM 278865100 20538516 141100 SH SOLE 141100 0 0 FERGUSON PLC NEW SHS G3421J106 6764962 53280 SH SOLE 53280 0 0 FORTUNE BRANDS INNOVATIONS I COM 34964C106 10230000 179128 SH SOLE 179128 0 0 KBR INC COM 48242W106 5095358 96503 SH SOLE 96503 0 0 LANDCADIA HOLDINGS IV INC UNIT 05/01/2025 51477A203 111923 11208 SH SOLE 11208 0 0 LOCKHEED MARTIN CORP COM 539830109 1459470 3000 SH SOLE 3000 0 0 MASTERBRAND INC COMMON STOCK 57638P104 640534 84839 SH SOLE 84839 0 0 NORFOLK SOUTHN CORP COM 655844108 5840154 23700 SH SOLE 23700 0 0 O-I GLASS INC COM 67098H104 21325000 250000 SH Call SOLE 0 0 0 OLIN CORP COM PAR $1 680665205 18948708 357928 SH SOLE 357928 0 0 PILGRIMS PRIDE CORP COM 72147K108 22884951 964389 SH SOLE 964389 0 0 PONTEM CORPORATION *W EXP 01/05/202 G71707122 8000 100000 SH SOLE 100000 0 0 SYLVAMO CORP COMMON STOCK 871332102 36549641 752205 SH SOLE 752205 0 0 TE CONNECTIVITY LTD SHS H84989104 4442760 38700 SH SOLE 38700 0 0 TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116 7225 24658 SH SOLE 24658 0 0 WESTLAKE CORPORATION COM 960413102 15247698 148700 SH SOLE 148700 0 0