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Institutional Investment Manager
Impala Asset Management LLC
Impala Asset Management LLC (CIK: 0001317679) incorporated in Delaware, located at 217 Peruvian Avenue, Suite 2, Palm Beach, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001172661-15-000416) filed in 2015.02.13
#
Name
Shares
Value ($)
%
Options
Notes
1 ACTIVISION BLIZZARD INC 847,067 17,068 0.68%
2 ALLIANCE RES PARTNER L P 1,746,119 75,170 3.01%
3 AMERICAN AIRLS GROUP INC 46,130 2,474 0.10%
4 AMERICAN EXPRESS CO 234,369 21,806 0.87%
5 APPLE INC 733,285 80,940 3.24%
6 ARCBEST CORP COM 111,017 5,148 0.21%
7 BOEING CO 190,614 24,776 0.99%
8 BRINKER INTL INC 41,656 2,445 0.10%
9 BRUNSWICK CORP 461,093 23,636 0.95%
10 CAESARSTONE LTD 512,655 30,667 1.23%
11 CANADIAN PAC RY LTD 7,563 1,457 0.06%
12 CARNIVAL CORP 1,797,720 81,491 3.26%
13 CHURCH & DWIGHT 37,447 2,951 0.12%
14 CONSTELLATION BRANDS INC 42,131 4,136 0.17%
15 COSTCO WHSL CORP NEW 39,316 5,573 0.22%
16 CRACKER BARREL OLD CTRY STOR 19,407 2,732 0.11%
17 DELTA AIRLINES INC DEL 2,587,125 127,261 5.09%
18 DISNEY WALT CO 10,736 1,011 0.04%
19 DSW INC CL A 1,138,614 42,470 1.70%
20 FEDEX CORP 344,913 59,898 2.40%
21 FLEETCOR TECHNOLOGIES INC 146,934 21,851 0.87%
22 FLUOR CORP NEW 493,379 29,914 1.20%
23 FORESIGHT ENERGY LP 1,230,011 20,750 0.83%
24 GEEKNET INC 363,968 3,014 0.12%
25 GENERAL DYNAMICS CORP 20,474 2,818 0.11%
26 HANESBRANDS INC 763,067 85,174 3.41%
27 HARLEY DAVIDSON INC 1,658,394 109,305 4.37%
28 KIRBY CORP 58,421 4,717 0.19%
29 KROGER CO 59,724 3,835 0.15%
30 LA Z BOY INC COM 527,315 14,153 0.57%
31 LENNAR 688,640 30,858 1.23%
32 LOUISIANA PAC CORP 8,313,271 137,668 5.51%
33 LOWES COS INC 560,651 38,573 1.54%
34 LYONDELLBASELL INDUSTRIES N 12,767 1,014 0.04%
35 MACYS INC 1,676,474 110,228 4.41%
36 MADDEN STEVEN LTD COM 232,882 7,413 0.30%
37 MARATHON PETE CORP 59,318 5,354 0.21%
38 MARINEMAX INC COM 400,424 8,029 0.32%
39 MARRIOTT INTL INC NEW 491,742 38,371 1.54%
40 NVR INC 237,061 302,331 12.10%
41 NXP SEMICONDUCTORS N V 552,925 42,243 1.69%
42 OCCIDENTAL PETE CORP DEL 23,269 1,876 0.08%
43 POLARIS INDS INC 16,804 2,541 0.10%
44 POTASH CORP SASK INC 1,118,887 39,519 1.58%
45 PULTE GROUP INC 2,887,410 61,964 2.48%
46 RALPH LAUREN CORP 622,277 115,221 4.61%
47 ROCKWELL AUTOMATION INC 8,765 975 0.04%
48 RYDER SYS INC 686,570 63,748 2.55%
49 SKECHERS U S A INC 664,149 36,694 1.47%
50 SPDR SERIES TRUST 284,779 9,717 0.39%
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