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Disclosery

13F-HR filed by Appian Way Asset Management LP

Appian Way Asset Management LP filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-14, with 44 holding rows worth $475,709,640.

Accession
0001493152-24-006720
Filer
CIK 1795816
Filed
2024-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 46 entries on the cover page, a total value of $475,709,640 stated on the cover page (in dollars after the unit check, H1), rows summing to $475,709,640 with VALUE read as dollars as filed, 13F file number 028-20037. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
PILGRIMS PRIDE CORP COM72147K108Stock3,093,000$85,552,380dollars as filedcall
SIGMA LITHIUM CORPORATION COM826599102Stock1,430,142$45,092,377dollars as filed
PILGRIMS PRIDE CORP COM72147K108Stock1,125,486$31,130,943dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock532,300$30,681,772dollars as filed
CAL MAINE FOODS INC COM NEW128030202Stock500,000$28,695,000dollars as filedcall
CAL MAINE FOODS INC COM NEW128030202Stock321,840$18,470,398dollars as filed
SPY78462F103SHS37,000$17,586,470dollars as filedcall
L3HARRIS TECHNOLOGIES INC COM502431109Stock83,103$17,503,154dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock65,700$15,530,166dollars as filed
AIR PRODS & CHEMS INC009158106COM47,200$12,923,360dollars as filed
DYCOM INDS INC COM267475101Stock107,166$12,333,735dollars as filed
OWENS CORNING NEW690742101COM81,445$12,072,592dollars as filed
CARLISLE COS INC COM142339100Stock36,624$11,442,436dollars as filed
SPY78462F103SHS24,000$11,407,440dollars as filedput
FREEPORT MCMORAN INC CL B35671D857Stock245,300$10,442,421dollars as filed
PURECYCLE TECHNOLOGIES INC74623V103COM2,457,370$9,952,349dollars as filed
OWENS CORNING NEW690742101COM50,000$7,411,500dollars as filedcall
GOODYEAR TIRE & RUBBER CO382550101COM512,800$7,343,296dollars as filed
METHANEX CORP COM59151K108Stock143,600$6,800,896dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock113,300$6,530,612dollars as filedcall
TENARIS S A SPONSORED ADS88031M109ADR185,134$6,435,258dollars as filed
PPG INDS INC COM693506107Stock42,100$6,296,055dollars as filed
FERROGLOBE PLCG33856108SHS834,936$5,435,433dollars as filed
LEGGETT & PLATT INC524660107COM200,000$5,234,000dollars as filedcall
ATI INC COM01741R102Stock109,400$4,974,418dollars as filed
AGCO CORP001084102COM40,600$4,929,246dollars as filed
MRC GLOBAL INC55345K103COM430,968$4,744,958dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock100,166$4,029,678dollars as filed
FLUOR CORP343412102COM91,371$3,579,002dollars as filed
SIGMA LITHIUM CORPORATION COM826599102Stock111,700$3,521,901dollars as filedcall
LOUISIANA PAC CORP COM546347105Stock47,390$3,356,634dollars as filed
MOSAIC CO COM61945C103Stock86,336$3,084,785dollars as filed
Honeywell Technologies438516106COM14,500$3,040,795dollars as filed
NUTRIEN LTD COM67077M108Stock51,900$2,923,527dollars as filed
DARIOHEALTH CORP23725P209COM1,322,444$2,274,604dollars as filed
EMERSON ELEC CO COM291011104Stock20,700$2,014,731dollars as filed
AMERICAN AIRLINES GROUP INC COM02376R102Stock144,900$1,990,926dollars as filed
Deere & Company244199105COM4,800$1,919,376dollars as filed
INGREDION INC COM457187102Stock15,085$1,637,175dollars as filed
OCEANEERING INTL INC675232102COM76,140$1,620,259dollars as filed
SYLVAMO CORP871332102COMMON STOCK31,136$1,529,089dollars as filed
PARSONS CORP DEL COM70202L102Stock19,455$1,220,023dollars as filed
PURECYCLE TECHNOLOGIES INC74623V103COM250,000$1,012,500dollars as filedcall
TRITIUM DCFC LIMITEDQ9225T116*W EXP 01/13/20224,658$1,970dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001493152-24-006720this filing2024-02-14acceptance time not in the bulk data set