0001493152-20-008657.txt : 20200514 0001493152-20-008657.hdr.sgml : 20200514 20200514121337 ACCESSION NUMBER: 0001493152-20-008657 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200514 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200514 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: 20876467 BUSINESS ADDRESS: STREET 1: 3 COLUMBUS CIRCLE STREET 2: SUITE 1555 CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212 324 2500 MAIL ADDRESS: STREET 1: 3 COLUMBUS CIRCLE STREET 2: SUITE 1555 CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001795816 XXXXXXXX 03-31-2020 03-31-2020 false Appian Way Asset Management LP

3 Columbus Circle Suite 1555 New York NY 10019

13F HOLDINGS REPORT 028-20037 N Andrew C. Byington 212-324-2501 /s/ Andrew C. Byington New York NY 05-14-2020 0 42 136470 INFORMATION TABLE 2 infotable.xml AECOM COM 00766T100 6818 228402 SH SOLE 228402 0 0 AMAZON COM INC COM 023135106 3974 2038 SH SOLE 2038 0 0 ANALOG DEVICES INC COM 032654105 6591 73514 SH SOLE 73514 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 7539 150570 SH SOLE 150570 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 1020 3900 SH SOLE 3900 0 0 BERRY GLOBAL GROUP INC COM 08579W103 3288 97545 SH SOLE 97545 0 0 BOEING CO COM 097023105 1805 12100 SH SOLE 12100 0 0 CELANESE CORP DEL COM 150870103 5896 80341 SH SOLE 80341 0 0 CF INDS HLDGS INC COM 125269100 3842 141240 SH SOLE 141240 0 0 D R HORTON INC COM 23331A109 1515 44550 SH SOLE 44550 0 0 EATON CORP PLC SHS G29183103 713 9180 SH SOLE 9180 0 0 FORTIVE CORP COM 34959J108 7332 132854 SH SOLE 132854 0 0 FRONTLINE LTD SHS G3682E192 1868 194388 SH SOLE 194388 0 0 HD SUPPLY HLDGS INC COM 40416M105 2024 71200 SH SOLE 71200 0 0 INTEL CORP COM 458140100 1335 24662 SH SOLE 24662 0 0 LENNAR CORP CL A 526057104 1560 40836 SH SOLE 40836 0 0 LINDE PLC SHS G5494J103 10520 60810 SH SOLE 60810 0 0 LOWES COS INC COM 548661107 660 7665 SH SOLE 7665 0 0 LYONDELLBASELL INDUSTRIES N SHS CL A N53745100 3107 62611 SH SOLE 62611 0 0 MACQUARIE INFRASTRUCTURE COR COM 55608B105 806 31904 SH SOLE 31904 0 0 MARTIN MARIETTA MATLS INC COM 573284106 2271 12000 SH SOLE 12000 0 0 MASCO CORP COM 574599106 3538 102355 SH SOLE 102355 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 2449 36117 SH SOLE 36117 0 0 NVENT ELECTRIC PLC SHS G6700G107 1044 61900 SH SOLE 61900 0 0 NXP SEMICONDUCTORS N V COM N6596X109 3415 41176 SH SOLE 41176 0 0 OLIN CORP COM 680665205 2532 216968 SH SOLE 216968 0 0 PACKAGING CORP AMER COM 695156109 3056 35200 SH SOLE 35200 0 0 PARKER HANNIFIN CORP COM 701094104 4555 35114 SH SOLE 35114 0 0 PARSLEY ENERGY INC CL A 701877102 84 14602 SH SOLE 14602 0 0 POLYONE CORP COM 73179P106 3894 205278 SH SOLE 205278 0 0 QUANTA SVCS INC COM 74762E102 9694 305527 SH SOLE 305527 0 0 SCORPIO TANKERS INC COM Y7542C130 1168 61076 SH SOLE 61076 0 0 SHERWIN WILLIAMS CO COM 824348106 6031 13124 SH SOLE 13124 0 0 SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1040 46100 SH SOLE 46100 0 0 SONOCO PRODS CO COM 835495102 3370 72697 SH SOLE 72697 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7717 29941 SH SOLE 29941 0 0 TRONOX HOLDINGS PLC SHS CL A G9087Q102 2570 516139 SH SOLE 516139 0 0 UNIVAR SOLUTIONS INC COM 91336L107 947 88322 SH SOLE 88322 0 0 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 814 55075 SH SOLE 55075 0 0 VULCAN MATLS CO COM 929160109 2047 18943 SH SOLE 18943 0 0 WESTLAKE CHEM CORP COM 960413102 1002 26246 SH SOLE 26246 0 0 WPX ENERGY INC COM 98212B103 1019 334250 SH SOLE 334250 0 0