0001493152-24-046005.txt : 20241114 0001493152-24-046005.hdr.sgml : 20241114 20241114165321 ACCESSION NUMBER: 0001493152-24-046005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241114 DATE AS OF CHANGE: 20241114 EFFECTIVENESS DATE: 20241114 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: 241463789 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 09-30-2024 09-30-2024 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 11-14-2024 0 29 444673360 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 5585972 40863 SH SOLE 40863 0 0 ALASKA AIR GROUP INC COM 011659109 2960532 65484 SH SOLE 65484 0 0 ALCOA CORP COM 013872106 1350300 35000 SH SOLE 35000 0 0 ATI INC COM 01741R102 8540660 127644 SH SOLE 127644 0 0 CARLISLE COS INC COM 142339100 4671553 10387 SH SOLE 10387 0 0 CHEMOURS CO COM 163851108 34151275 1680673 SH SOLE 1680673 0 0 DARIOHEALTH CORP COM NEW 23725P209 1580174 1410870 SH SOLE 1410870 0 0 DUPONT DE NEMOURS INC COM 26614N102 3385022 37987 SH SOLE 37987 0 0 DYCOM INDS INC COM 267475101 39922802 202551 SH SOLE 202551 0 0 ELEMENT SOLUTIONS INC COM 28618M106 14553496 535843 SH SOLE 535843 0 0 GOLAR LNG LTD SHS G9456A100 15351380 417611 SH SOLE 417611 0 0 HORMEL FOODS CORP COM 440452100 3815475 120362 SH SOLE 120362 0 0 HUNTSMAN CORP COM 447011107 4147033 171365 SH SOLE 171365 0 0 MASTEC INC COM 576323109 23315140 189400 SH SOLE 189400 0 0 NEXGEN ENERGY LTD COM 65340P106 10623050 1626807 SH SOLE 1626807 0 0 NUTRIEN LTD COM 67077M108 2475090 51500 SH SOLE 51500 0 0 PARSONS CORP DEL COM 70202L102 22841430 220307 SH SOLE 220307 0 0 PRIMORIS SVCS CORP COM 74164F103 6239592 107431 SH SOLE 107431 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 53904596 5674168 SH SOLE 5674168 0 0 SAIA INC COM 78709Y105 7115969 16274 SH SOLE 16274 0 0 SEALED AIR CORP NEW COM 81211K100 51772766 1426247 SH SOLE 1426247 0 0 SIGMA LITHIUM CORPORATION COM 826599102 50582076 4092401 SH SOLE 4092401 0 0 SOUTHWEST AIRLS CO COM 844741108 4238068 143033 SH SOLE 143033 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 14291936 172192 SH SOLE 172192 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 16061728 494055 SH SOLE 494055 0 0 TRANSDIGM GROUP INC COM 893641100 6564798 4600 SH SOLE 4600 0 0 UNITED AIRLS HLDGS INC COM 910047109 16114086 282406 SH SOLE 282406 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 8655630 87000 SH SOLE 87000 0 0 WESTLAKE CORPORATION COM 960413102 9861729 65618 SH SOLE 65618 0 0