0001493152-23-017461.txt : 20230515 0001493152-23-017461.hdr.sgml : 20230515 20230515164238 ACCESSION NUMBER: 0001493152-23-017461 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23923492 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 03-31-2023 03-31-2023 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 05-15-2023 0 27 299219427 INFORMATION TABLE 2 infotable.xml ASHLAND INC COM 044186104 11494482 111912 SH SOLE 111912 0 0 AVERY DENNISON CORP COM 053611109 34215710 191224 SH SOLE 191224 0 0 AXALTA COATING SYS LTD COM G0750C108 11230987 370782 SH SOLE 370782 0 0 CABOT CORP COM 127055101 24597072 320943 SH SOLE 320943 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 7278825 159100 SH SOLE 159100 0 0 CELANESE CORP DEL COM 150870103 19605536 180049 SH SOLE 180049 0 0 CF INDS HLDGS INC COM 125269100 2665240 36767 SH SOLE 36767 0 0 DARIOHEALTH CORP COM NEW 23725P209 4213862 1022782 SH SOLE 1022782 0 0 DEERE & CO COM 244199105 3812534 9234 SH SOLE 9234 0 0 DYCOM INDS INC COM 267475101 14384640 153600 SH SOLE 153600 0 0 ECOLAB INC COM 278865100 3379295 20415 SH SOLE 20415 0 0 ELEMENT SOLUTIONS INC COM 28618M106 15360255 795456 SH SOLE 795456 0 0 FLUOR CORP NEW COM 343412102 5263973 170300 SH SOLE 170300 0 0 FREEPORT-MCMORAN INC CL B 35671D857 216823 5300 SH SOLE 5300 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 2549000 100000 SH Call SOLE 100000 0 0 HUNTSMAN CORP COM 447011107 5472000 200000 SH Call SOLE 200000 0 0 LANDCADIA HOLDINGS IV INC UNIT 05/01/2025 51477A203 113985 11208 SH SOLE 11208 0 0 PILGRIMS PRIDE CORP COM 72147K108 37533543 1619221 SH SOLE 1619221 0 0 PONTEM CORPORATION *W EXP 01/05/202 G71707122 17170 100000 SH SOLE 100000 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 1638000 234000 SH SOLE 234000 0 0 SYLVAMO CORP COMMON STOCK 871332102 45184270 976746 SH SOLE 976746 0 0 TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116 10110 24658 SH SOLE 24658 0 0 TRONOX HOLDINGS PLC SHS G9087Q102 2620899 182260 SH SOLE 182260 0 0 VALARIS LIMITED CL A G9460G101 3335236 51264 SH SOLE 51264 0 0 VALVOLINE INC COM 92047W101 9975160 285494 SH SOLE 285494 0 0 WEST FRASER TIMBER CO LTD COM 952845105 3675058 51587 SH SOLE 51587 0 0 WESTLAKE CORPORATION COM 960413102 29375762 253283 SH SOLE 253283 0 0