0001493152-20-022122.txt : 20201120 0001493152-20-022122.hdr.sgml : 20201120 20201120165535 ACCESSION NUMBER: 0001493152-20-022122 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20201120 DATE AS OF CHANGE: 20201120 EFFECTIVENESS DATE: 20201120 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-20037 FILM NUMBER: 201333218 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/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001795816 XXXXXXXX 12-31-2019 12-31-2019 true 1 RESTATEMENT 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 11-20-2020 0 30 207940 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 7828 33311 SH SOLE 33311 0 0 AXALTA COATING SYS LTD COM G0750C108 6973 229376 SH SOLE 229376 0 0 BEACON ROOFING SUPPLY INC COM 073685109 1007 31485 SH SOLE 31485 0 0 BERRY GLOBAL GROUP INC COM 08579W103 15442 325156 SH SOLE 325156 0 0 CABOT MICROELECTRONICS CORP COM 12709P103 4041 28000 SH SOLE 28000 0 0 CROWN HOLDINGS INC COM 228368106 4112 56691 SH SOLE 56691 0 0 DELPHI TECHNOLOGIES PLC SHS G2709G107 455 35425 SH SOLE 35425 0 0 DUPONT DE NEMOURS INC COM 26614N102 11002 171373 SH SOLE 171373 0 0 GENERAL ELECTRIC CO COM 369604103 3312 296800 SH SOLE 296800 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 6455 387700 SH SOLE 387700 0 0 HUNTSMAN CORP COM 447011107 5331 220634 SH SOLE 220634 0 0 LYONDELLBASELL INDUSTRIES N SHS CL A N53745100 12909 136636 SH SOLE 136636 0 0 MASTEC INC COM 576323109 9507 148184 SH SOLE 148184 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 6335 60495 SH SOLE 60495 0 0 MOSAIC CO NEW COM 61945C103 5085 234982 SH SOLE 234982 0 0 NXP SEMICONDUCTORS N V COM N6596X109 12540 98542 SH SOLE 98542 0 0 OWENS CORNING NEW COM 690742101 5852 89860 SH SOLE 89860 0 0 PACCAR INC COM 693718108 5185 65544 SH SOLE 65544 0 0 PARKER HANNIFIN CORP COM 701094104 3505 17028 SH SOLE 17028 0 0 QUANTA SVCS INC COM 74762E102 10010 245889 SH SOLE 245889 0 0 REPUBLIC SVCS INC COM 760759100 10784 120320 SH SOLE 120320 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4413 13712 SH SOLE 13712 0 0 STANLEY BLACK & DECKER INC COM 854502101 9949 60025 SH SOLE 60025 0 0 STANLEY BLACK & DECKER INC COM 854502101 8287 50000 SH Call SOLE 50000 0 0 STANLEY BLACK & DECKER INC COM 854502101 8287 50000 SH Call SOLE 50000 0 0 TOLL BROTHERS INC COM 889478103 4496 113800 SH SOLE 113800 0 0 TRONOX HOLDINGS PLC SHS CL A G9087Q102 6229 545424 SH SOLE 545424 0 0 UNITED TECHNOLOGIES CORP COM 913017109 5696 38036 SH SOLE 38036 0 0 VALARIS PLC SHS CL A G9402V109 3315 505305 SH SOLE 505305 0 0 WESTROCK CO COM 96145D105 9598 223668 SH SOLE 223668 0 0