0001493152-20-015735.txt : 20200814 0001493152-20-015735.hdr.sgml : 20200814 20200814123742 ACCESSION NUMBER: 0001493152-20-015735 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 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: 201103388 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 06-30-2020 06-30-2020 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 08-14-2020 0 46 173134 INFORMATION TABLE 2 infotable.xml AECOM COM 00766T100 5527 147076 SH SOLE 147076 0 0 ALLEGION PLC SHS G0176J109 3644 35651 SH SOLE 35651 0 0 API GROUP CORP COM 00187Y100 1005 82700 SH SOLE 82700 0 0 AVERY DENNISON CORP COM 053611109 13285 116440 SH SOLE 116440 0 0 BEACON ROOFING SUPPLY INC COM 073685109 879 33347 SH SOLE 33347 0 0 BERRY GLOBAL GROUP INC COM 08579W103 6852 154598 SH SOLE 154598 0 0 CNH INDL N V SHS N20944109 895 127300 SH SOLE 127300 0 0 CSX CORP COM 126408103 8108 116260 SH SOLE 116260 0 0 DUPONT DE NEMOURS INC COM 26614N102 2344 44111 SH SOLE 44111 0 0 DELL TECHNOLOGIES INC COM 24703L202 1049 19100 SH SOLE 19100 0 0 D R HORTON INC COM 23331A109 1421 25619 SH SOLE 25619 0 0 DOW INC CALL 260557903 3929 5850 SH SOLE 5850 0 0 ECOLAB INC COM 278865100 2049 10300 SH SOLE 10300 0 0 EMERSON ELEC CO COM 291011104 7739 124760 SH SOLE 124760 0 0 ENPHASE ENERGY INC COM 29355A107 1303 27400 SH SOLE 27400 0 0 FORTIVE CORP COM 34959J108 10165 150236 SH SOLE 150236 0 0 GENERAL MTRS CO COM 37045V100 2455 97053 SH SOLE 97053 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 129 900 SH SOLE 900 0 0 KANSAS CITY SOUTHERN COM 485170302 179 1200 SH SOLE 1200 0 0 KRATOS DEFENSE & SEC SOLUTIO COM 50077B207 1475 94362 SH SOLE 94362 0 0 LEAR CORP COM 521865204 1669 15313 SH SOLE 15313 0 0 LINDE PLC SHS G5494J103 8275 39015 SH SOLE 39015 0 0 LOWES COS INC COM 548661107 8899 65861 SH SOLE 65861 0 0 SOUTHWEST AIRLS CO COM 844741108 1611 47140 SH SOLE 47140 0 0 MASCO CORP COM 574599106 1652 32900 SH SOLE 32900 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 4630 43963 SH SOLE 43963 0 0 MOHAWK INDS INC COM 608190104 692 6802 SH SOLE 6802 0 0 MARTIN MARIETTA MATLS INC COM 573284106 2954 14300 SH SOLE 14300 0 0 MASTEC INC COM 576323109 4476 99748 SH SOLE 99748 0 0 NVR INC COM 62944T105 4530 1390 SH SOLE 1390 0 0 NXP SEMICONDUCTORS N V SHS N6596X109 2410 21132 SH SOLE 21132 0 0 OWENS CORNING NEW COM 690742101 5526 99108 SH SOLE 99108 0 0 OTIS WORLDWIDE CORP COM 68902V107 2202 38727 SH SOLE 38727 0 0 PENTAIR PLC SHS G7S00T104 1390 36576 SH SOLE 36576 0 0 PPG INDS INC CALL 693506907 5800 1800 SH SOLE 1800 0 0 PPG INDS INC COM 693506107 11587 109246 SH SOLE 109246 0 0 QUANTA SVCS INC COM 74762E102 5620 143253 SH SOLE 143253 0 0 QORVO INC COM 74736K101 2023 18300 SH SOLE 18300 0 0 SILGAN HOLDINGS INC COM 827048109 5085 157000 SH SOLE 157000 0 0 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 1036 63400 SH SOLE 63400 0 0 SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 3515 94400 SH SOLE 94400 0 0 TRONOX HOLDINGS PLC SHS G9087Q102 681 94335 SH SOLE 94335 0 0 UBER TECHNOLOGIES INC COM 90353T100 1047 33700 SH SOLE 33700 0 0 VALVOLINE INC COM 92047W101 6566 339700 SH SOLE 339700 0 0 WPX ENERGY INC COM 98212B103 243 38133 SH SOLE 38133 0 0 WESTROCK CO COM 96145D105 4583 162167 SH SOLE 162167 0 0