0001493152-23-028586.txt : 20230814 0001493152-23-028586.hdr.sgml : 20230814 20230814164747 ACCESSION NUMBER: 0001493152-23-028586 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231171468 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 06-30-2023 06-30-2023 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 08-14-2023 0 23 277646278 INFORMATION TABLE 2 infotable.xml ALLEGION PLC ORD SHS G0176J109 3575396 29790 SH SOLE 29790 0 0 AVERY DENNISON CORP COM 053611109 18055321 105095 SH SOLE 105095 0 0 AXALTA COATING SYS LTD COM G0750C108 5418407 165145 SH SOLE 165145 0 0 BOEING CO COM 097023105 4877796 23100 SH SOLE 23100 0 0 CABOT CORP COM 127055101 31411343 469597 SH SOLE 469597 0 0 CELANESE CORP DEL COM 150870103 9325837 80534 SH SOLE 80534 0 0 DARIOHEALTH CORP COM NEW 23725P209 5137444 1281158 SH SOLE 1281158 0 0 ECOLAB INC COM 278865100 3775058 20221 SH SOLE 20221 0 0 ELEMENT SOLUTIONS INC COM 28618M106 2327962 121248 SH SOLE 121248 0 0 FEDEX CORP COM 31428X106 6821464 27517 SH SOLE 27517 0 0 GENERAL ELECTRIC CO COM NEW 369604301 6913739 62938 SH SOLE 62938 0 0 HOME DEPOT INC COM 437076102 4970240 16000 SH SOLE 16000 0 0 HUNTSMAN CORP COM 447011107 4053000 150000 SH Call SOLE 0 0 0 LOWES COS INC COM 548661107 6048760 26800 SH SOLE 26800 0 0 O-I GLASS INC COM 67098H104 15270147 715900 SH SOLE 715900 0 0 PILGRIMS PRIDE CORP COM 72147K108 45822095 2132252 SH SOLE 2132252 0 0 PILGRIMS PRIDE CORP COM 72147K108 25927685 1206500 SH Call SOLE 0 0 0 SAIA INC COM 78709Y105 7346064 21454 SH SOLE 21454 0 0 SYLVAMO CORP COMMON STOCK 871332102 974845 24100 SH Call SOLE 0 0 0 SYLVAMO CORP COMMON STOCK 871332102 49356766 1220192 SH SOLE 1220192 0 0 TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116 9925 24658 SH SOLE 24658 0 0 WEST FRASER TIMBER CO LTD COM 952845105 19414886 225807 SH SOLE 225807 0 0 WHIRLPOOL CORP COM 963320106 812096 5458 SH SOLE 5458 0 0