0001493152-22-013850.txt : 20220516 0001493152-22-013850.hdr.sgml : 20220516 20220516162747 ACCESSION NUMBER: 0001493152-22-013850 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22929662 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 13F-HR LIVE false true false 0001795816 XXXXXXXX 03-31-2022 03-31-2022 false Appian Way Asset Management LP

3 Columbus Circle Suite 1735 New York NY 10019

13F HOLDINGS REPORT 028-20037 N Mark A. Weiner 212-931-1173 /s/ Mark A. Weiner New York NY 05-16-2022 0 36 219910 INFORMATION TABLE 2 infotable.xml ARMSTRONG WORLD INDS INC NEW COM 04247X102 3906 43400 SH SOLE 43400 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 8844 89867 SH SOLE 89867 0 0 AVERY DENNISON CORP COM 053611109 35455 203801 SH SOLE 203801 0 0 AXALTA COATING SYS LTD COM G0750C108 6202 252300 SH SOLE 252300 0 0 AZEK CO INC CL A 05478C105 5435 218809 SH SOLE 218809 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 1878 29094 SH SOLE 29094 0 0 CATERPILLAR INC COM 149123101 1961 8800 SH SOLE 8800 0 0 CELANESE CORP DEL COM 150870103 1943 13600 SH SOLE 13600 0 0 CHART INDS INC COM 16115Q308 2370 13800 SH SOLE 13800 0 0 CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 6 13766 SH SOLE 13766 0 0 CSX CORP COM 126408103 3700 98800 SH SOLE 98800 0 0 DARIOHEALTH CORP COM NEW 23725P209 5539 948487 SH SOLE 948487 0 0 DEERE & CO COM 244199105 6149 14800 SH SOLE 14800 0 0 ELEMENT SOLUTIONS INC COM 28618M106 7941 362600 SH SOLE 362600 0 0 FIRST SOLAR INC COM 336433107 1005 12000 SH SOLE 12000 0 0 FLUOR CORP NEW COM 343412102 912 31798 SH SOLE 31798 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 6150 82800 SH SOLE 82800 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3204 24400 SH SOLE 24400 0 0 KB HOME COM 48666K109 3963 122400 SH SOLE 122400 0 0 LANDCADIA HOLDINGS IV INC UNIT 05/01/2025 51477A203 111 11208 SH SOLE 11208 0 0 LINDE PLC SHS G5494J103 12439 38942 SH SOLE 38942 0 0 LOUISIANA PAC CORP COM 546347105 10308 165932 SH SOLE 165932 0 0 MARTIN MARIETTA MATLS INC COM 573284106 6624 17209 SH SOLE 17209 0 0 MASCO CORP COM 574599106 11127 218170 SH SOLE 218170 0 0 MASTEC INC COM 576323109 9246 106151 SH SOLE 106151 0 0 NUTRIEN LTD COM 67077M108 8286 79678 SH SOLE 79678 0 0 OLIN CORP COM PAR $1 680665205 22595 432188 SH SOLE 432188 0 0 PACTIV EVERGREEN INC COM 69526K105 298 29591 SH SOLE 29591 0 0 PILGRIMS PRIDE CORP COM 72147K108 6257 249300 SH SOLE 249300 0 0 PONTEM CORPORATION *W EXP 01/05/202 G71707122 33 100000 SH SOLE 100000 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 895 111875 SH SOLE 111875 0 0 SYLVAMO CORP COMMON STOCK 871332102 5816 174763 SH SOLE 174763 0 0 TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116 79 24658 SH SOLE 24658 0 0 TRONOX HOLDINGS PLC SHS G9087Q102 6212 313878 SH SOLE 313878 0 0 WESTLAKE CORPORATION COM 960413102 1974 16000 SH SOLE 16000 0 0 WESTROCK CO COM 96145D105 11047 234900 SH SOLE 234900 0 0