# EDGAR Filing Document

**Accession Number:** 0001795816
**File Stem:** 0001795816-25-000012
**Filing Date:** 2025-8
**Character Count:** 16955
**Document Hash:** dca28c57a291f1a2d265d28c16f0e83d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001795816-25-000012.hdr.sgml**: 20250825

**ACCESSION NUMBER**: 0001795816-25-000012

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250825

**EFFECTIVENESS DATE**: 20250825

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Appian Way Asset Management LP
- **CENTRAL INDEX KEY:** 0001795816

**ORGANIZATION NAME:**
- **EIN:** 842833996
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20037
- **FILM NUMBER:** 251251795

**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

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001795816

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Appian Way Asset Management LP

**Address:** 3 Columbus Circle, New York, NY 10019

**Telephone number:** 212) 931-1173

**Name of agent for service:** Mark A. Weiner

**Agent Address:** 3 Columbus Circle, New York, NY 10019

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-20037

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                            | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                              | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Sysco Corporation                         | 871829107 | 11/15/2024     | To approve, by advisory vote, the compensation paid to Sysco's named executive officers, as disclosed in Sysco's 2024 proxy statement.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          28195 |                0 | FOR         |                                    28195 | FOR                         |  |
| Spirit AeroSystems Holdings, Inc.         | 848574109 | 01/31/2025     | Proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Spirit's named executive officers that is based on or otherwise relates to the Merger (the "Advisory Compensation Proposal"). | SECTION 14A SAY-ON-PAY VOTES |         412544 |                0 | FOR         |                                   412544 | FOR                         |  |
| Compass Minerals International, Inc.      | 20451N101 | 03/06/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          89776 |                0 | FOR         |                                    89776 | FOR                         |  |
| Parsons Corporation                       | 70202L102 | 04/15/2025     | To approve, by non-binding advisory vote, the compensation program for the Company's named executive officers, as disclosed in the Compensation Discussion and Analysis section of the proxy statement.                                       | SECTION 14A SAY-ON-PAY VOTES |          72671 |                0 | FOR         |                                    72671 | FOR                         |  |
| The Chemours Company                      | 163851108 | 04/22/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        1456993 |                0 | FOR         |                                  1456993 | FOR                         |  |
| Aptiv PLC                                 | G3265R107 | 04/23/2025     | Say-on-Pay To approve, by advisory vote, executive compensation.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          13167 |                0 | FOR         |                                    13167 | FOR                         |  |
| Kirby Corporation                         | 497266106 | 04/29/2025     | Advisory vote on the approval of the compensation of Kirby's named executive officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |           1972 |                0 | FOR         |                                     1972 | FOR                         |  |
| PACCAR Inc                                | 693718108 | 04/29/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           3069 |                0 | FOR         |                                     3069 | FOR                         |  |
| The GEO Group, Inc.                       | 36162J106 | 04/29/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         172097 |                0 | FOR         |                                   172097 | FOR                         |  |
| Olin Corporation                          | 680665205 | 05/01/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         230253 |                0 | FOR         |                                   230253 | FOR                         |  |
| The Timken Company                        | 887389104 | 05/02/2025     | Approval, on an advisory basis, of our named executive officer compensation.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           4708 |                0 | FOR         |                                     4708 | FOR                         |  |
| Packaging Corporation of America          | 695156109 | 05/07/2025     | Proposal to approve our executive compensation.                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          72252 |                0 | FOR         |                                    72252 | FOR                         |  |
| Purecycle Technologies, Inc.              | 74623V103 | 05/08/2025     | APPROVE, on an advisory basis, our named executive officer compensation.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        1892114 |                0 | FOR         |                                  1892114 | FOR                         |  |
| Knight-Swift Transportation Holdings Inc. | 499049104 | 05/13/2025     | Conduct an advisory, non-binding vote to approve named executive officer compensation.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          46097 |                0 | FOR         |                                    46097 | FOR                         |  |
| Avient Corporation                        | 05368V106 | 05/14/2025     | Approval, on an advisory basis, of Named Executive Officer compensation.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          13602 |                0 | FOR         |                                    13602 | FOR                         |  |
| GE Vernova, Inc.                          | 36828A101 | 05/14/2025     | Approve the compensation of our named executives officers in an advisory vote                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           1422 |                0 | FOR         |                                     1422 | FOR                         |  |
| GE Vernova, Inc.                          | 36828A101 | 05/14/2025     | Approve the frequency of future advisory votes on named executive officers compensation in an advisory vote                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           1422 |                0 | ONE YEAR    |                                     1422 | FOR                         |  |
| ATI Inc.                                  | 01741R102 | 05/16/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          32498 |                0 | FOR         |                                    32498 | FOR                         |  |
| Dycom Industries Inc.                     | 267475101 | 05/22/2025     | To approve, by non-binding advisory vote, executive compensation.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |          45816 |                0 | FOR         |                                    45816 | FOR                         |  |
| MasTec, Inc.                              | 576323109 | 05/22/2025     | Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          10623 |                0 | FOR         |                                    10623 | FOR                         |  |
| Target Hospitality Corp.                  | 87615L107 | 05/22/2025     | Advisory Vote on the Compensation of our Named Executive Officers (Say on Pay).                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         509127 |                0 | FOR         |                                   509127 | FOR                         |  |
| Core Scientific, Inc.                     | 21874A106 | 05/23/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers, as disclosed in this proxy statement.                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         122004 |                0 | AGAINST     |                                   122004 | AGAINST                     |  |
| Core Scientific, Inc.                     | 21874A106 | 05/23/2025     | To indicate, on a non-binding, advisory basis, the preferred frequency of stockholder advisory votes on the compensation of our named executive officers.                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         122004 |                0 | ONE YEAR    |                                   122004 | FOR                         |  |
| FTAI Aviation Ltd.                        | G3730V105 | 05/29/2025     | Approval, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         126582 |                0 | FOR         |                                   126582 | FOR                         |  |
| FTAI Aviation Ltd.                        | G3730V105 | 05/29/2025     | Approval, on a non-binding advisory basis, the frequency of future advisory votes to approve the compensation of our named executive officers.                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         126582 |                0 | ONE YEAR    |                                   126582 | FOR                         |  |
| Sealed Air Corporation                    | 81211K100 | 05/29/2025     | Approval, as an advisory vote, of Sealed Air's 2024 executive compensation.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          31837 |                0 | FOR         |                                    31837 | FOR                         |  |
| Element Solutions Inc                     | 28618M106 | 06/03/2025     | Advisory vote to approve the Company's 2024 executive compensation                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         249551 |                0 | FOR         |                                   249551 | FOR                         |  |
| Freeport-McMoRan Inc.                     | 35671D857 | 06/11/2025     | Approval, on an advisory basis, of the compensation of our named executive officers.                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          49793 |                0 | FOR         |                                    49793 | FOR                         |  |
| Enovix Corporation                        | 293594107 | 06/12/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          68475 |                0 | AGAINST     |                                    68475 | AGAINST                     |  |

## N-PX: Signature Block

**Reporting Person:** Appian Way Asset Management LP

**By (Signature):** Mark A. Weiner

**By (Printed Signature):** Mark A. Weiner

**By (Title):** Chief Compliance Officer

**Date:** 08/25/2025