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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 (2016Q4)
Original 13F HR (0001172661-17-000459) filed in 2017.02.13
#
Name
Shares
Value ($)
%
Options
Notes
1 TECK RESOURCES LTD 12,038,345 241,128 12.74%
2 RIO TINTO PLC 4,285,863 164,834 8.71%
3 NVR INC 95,986 160,201 8.46%
4 FREEPORT-MCMORAN INC 10,940,011 144,299 7.62%
5 UNITED STATES STL CORP NEW 2,121,714 70,038 3.70%
6 SWIFT TRANSN CO 2,794,587 68,076 3.60%
7 HESS CORP 1,077,284 67,104 3.55%
8 HARLEY DAVIDSON INC 1,070,198 62,435 3.30%
9 NEWMONT CORP 1,822,229 62,083 3.28%
10 TAKE-TWO INTERACTIVE SOFTWAR 1,035,868 51,058 2.70%
11 TRINSEO S A 828,353 49,121 2.60%
12 TRINITY INDS INC 1,700,014 47,192 2.49%
13 DOW CHEM CO 791,674 45,300 2.39%
14 CATERPILLAR INC 452,937 42,005 2.22%
15 UNIFI INC COM NEW 1,189,197 38,803 2.05%
16 FOOT LOCKER INC 540,852 38,341 2.03%
17 TEXTRON INC 783,005 38,023 2.01%
18 FLUOR CORP NEW 597,115 31,360 1.66%
19 FEDEX CORP 160,298 29,847 1.58%
20 CARNIVAL CORP 571,825 29,769 1.57%
21 CSX CORP 819,151 29,432 1.55%
22 MARINEMAX INC COM 1,509,954 29,218 1.54%
23 SUMMIT MATLS INC CL A 1,046,285 24,891 1.32%
24 MOLSON COORS BREWING CO 247,494 24,084 1.27%
25 SUNCOR ENERGY INC NEW 711,234 23,346 1.23%
26 DELTA AIRLINES INC DEL 473,867 23,310 1.23%
27 MOHAWK INDS 113,464 22,656 1.20%
28 EOG RES INC 203,999 20,624 1.09%
29 NIKE INC 403,742 20,522 1.08%
30 Laredo Petroleum Inc 1,208,280 17,085 0.90%
31 NVR INC 8,586 14,330 0.76%
32 MICROSOFT CORP 217,205 13,497 0.71%
33 DEVON ENERGY CORP NEW 289,789 13,235 0.70%
34 CONTINENTAL RESOURE 185,642 9,568 0.51%
35 COLFAX CORP 255,313 9,173 0.48%
36 SCORPIO BULKERS INC COM 1,467,500 7,411 0.39%
37 RPM INTL INC 137,269 7,389 0.39%
38 HERC HLDGS INC 165,850 6,661 0.35%
39 KATE SPADE & CO 341,244 6,371 0.34%
40 VALE S A 817,103 6,226 0.33%
41 CENTURY ALUM CO 704,000 6,026 0.32%
42 BELMOND LTD 448,315 5,985 0.32%
43 NEWFIELD EXPL CO 147,322 5,967 0.32%
44 DIREXION SHS ETF TR 1,064,658 5,941 0.31%
45 RIO TINTO PLC 130,850 5,032 0.27%
46 ARCH COAL INC CL A 64,060 5,000 0.26%
47 ALLIANCE RES PARTNER L P 178,012 3,996 0.21%
48 SOUTHWEST AIRLS CO 75,260 3,751 0.20%
49 FACEBOOK INC 27,727 3,190 0.17%
50 UNITED CONTL HLDGS INC 42,559 3,102 0.16%
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