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  Name: Appian Way Asset Management LP
  City: New York
  State: NY
  Zip: 10019
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $305,031,000
  Total Value Change : $-3,725,000
  Securities Held Change : -5
   
All Securities Held : 30
  New Positions : 13
  Closed Positions : 21
  Increased Positions : 12
  Unchanged Positions : 1
  Decreased Positions : 4

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SEE)1 Year Chart         SEE Sealed Air Corpde 1 New $37.69 $29,877,000 803,156 9.79% 29,877,000 803,156 0.518    Packaging & Containers
   (WLK)1 Year Chart         WLK Westlake Chemical Corp 5 New $159.48 $25,154,000 164,619 8.25% 25,154,000 164,619 0.129    Specialty Chemicals
   (CSX)1 Year Chart         CSX CSX Corp 7 New $33.30 $20,736,000 559,370 6.8% 20,736,000 559,370 0.025    Railroads
   (UAL)1 Year Chart         UAL United Continental Holding 10 New $50.67 $11,447,000 239,069 3.75% 11,447,000 239,069 0.082    Major Airlines
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 13 New $60.14 $8,781,000 139,806 2.88% 8,781,000 139,806 0.025    Food - Major Diversified
   (CC)1 Year Chart         CC Chemours Co 15 New $25.59 $7,575,000 288,462 2.48% 7,575,000 288,462 0.175    N/A
   (VRT)1 Year Chart         VRT Vertiv Holdings Co 18 New $102.28 $4,933,000 60,400 1.62% 4,933,000 60,400 0.016    N/A
   (BLL)1 Year Chart         BLL Ball Corp 20 New $68.66 $3,826,000 56,800 1.25% 3,826,000 56,800 0.017    Packaging & Containers
   (ALK)1 Year Chart         ALK Alaska Air Group Inc 21 New $41.18 $2,640,000 61,418 0.87% 2,640,000 61,418 0.05    Regional Airlines
   (ENTG)1 Year Chart         ENTG Entegris Inc 24 New $130.14 $1,954,000 13,900 0.64% 1,954,000 13,900 0.009    Semiconductor Equipme...
   (IP)1 Year Chart         IP International Paper Co 25 New $44.58 $1,952,000 50,019 0.64% 1,952,000 50,019 0.013    Paper & Paper Products
   (CPA)1 Year Chart         CPA Copa Holdings SA 27 New $99.14 $1,083,000 10,400 0.36% 1,083,000 10,400 0.031    Regional Airlines
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 28 New $166.75 $1,065,000 5,900 0.35% 1,065,000 5,900 0    Semiconductor- Broad...
      13 Records Found
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