0001493152-24-019936.txt : 20240515 0001493152-24-019936.hdr.sgml : 20240515 20240515163503 ACCESSION NUMBER: 0001493152-24-019936 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Appian Way Asset Management LP CENTRAL INDEX KEY: 0001795816 ORGANIZATION NAME: IRS NUMBER: 842833996 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20037 FILM NUMBER: 24951862 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 03-31-2024 03-31-2024 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 05-15-2024 0 32 381337966 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 1064891 5900 SH SOLE 5900 0 0 ALASKA AIR GROUP INC COM 011659109 2640360 61418 SH SOLE 61418 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 8781215 139806 SH SOLE 139806 0 0 ATI INC COM 01741R102 8822117 172408 SH SOLE 172408 0 0 BALL CORP COM 058498106 3826048 56800 SH SOLE 56800 0 0 CAL MAINE FOODS INC COM NEW 128030202 13115958 222871 SH SOLE 222871 0 0 CARLISLE COS INC COM 142339100 8629321 22022 SH SOLE 22022 0 0 CHEMOURS CO COM 163851108 7575012 288462 SH SOLE 288462 0 0 COPA HOLDINGS SA CL A P31076105 1083264 10400 SH SOLE 10400 0 0 CSX CORP COM 126408103 20735846 559370 SH SOLE 559370 0 0 DARIOHEALTH CORP COM NEW 23725P209 2041237 1334142 SH SOLE 1334142 0 0 DYCOM INDS INC COM 267475101 28327655 197364 SH SOLE 197364 0 0 ENTEGRIS INC COM 29362U104 1953506 13900 SH SOLE 13900 0 0 FERROGLOBE PLC SHS G33856108 7251722 1456169 SH SOLE 1456169 0 0 INTERNATIONAL PAPER CO COM 460146103 1951741 50019 SH SOLE 50019 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 10655639 50003 SH SOLE 50003 0 0 LOUISIANA PAC CORP COM 546347105 5605188 66800 SH SOLE 66800 0 0 MASTEC INC COM 576323109 11999690 128683 SH SOLE 128683 0 0 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 575228 17892 SH SOLE 17892 0 0 NUTRIEN LTD COM 67077M108 26334050 484884 SH SOLE 484884 0 0 PARSONS CORP DEL COM 70202L102 4367732 52655 SH SOLE 52655 0 0 PILGRIMS PRIDE CORP COM 72147K108 2530002 73718 SH SOLE 73718 0 0 PILGRIMS PRIDE CORP COM 72147K108 64428936 1877300 SH Call SOLE 1877300 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 11880200 1910000 SH Call SOLE 1910000 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 23109595 3715369 SH SOLE 3715369 0 0 SEALED AIR CORP NEW COM 81211K100 29877403 803156 SH SOLE 803156 0 0 SIGMA LITHIUM CORPORATION COM 826599102 29420522 2270102 SH SOLE 2270102 0 0 TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116 740 24658 SH SOLE 24658 0 0 UNITED AIRLS HLDGS INC COM 910047109 11446624 239069 SH SOLE 239069 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 4932868 60400 SH SOLE 60400 0 0 WEST FRASER TIMBER CO LTD COM 952845105 1219873 14114 SH SOLE 14114 0 0 WESTLAKE CORPORATION COM 960413102 25153783 164619 SH SOLE 164619 0 0