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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 NVR INC 8,586 14,330 0.76%
2 COPA HOLDINGS SA 9,363 850 0.04%
3 WYNN RESORTS LTD 14,407 1,246 0.07%
4 HAWAIIAN HOLDINGS INC COM 20,418 1,164 0.06%
5 A O SMITH 22,821 1,081 0.06%
6 FACEBOOK INC 27,727 3,190 0.17%
7 UNITED CONTL HLDGS INC 42,559 3,102 0.16%
8 EXTENDED STAY AMER INC 49,541 800 0.04%
9 ARCH COAL INC CL A 64,060 5,000 0.26%
10 SOTHEBYS 66,090 2,634 0.14%
11 LATAM AIRLS GROUP S A 68,936 564 0.03%
12 SOUTHWEST AIRLS CO 75,260 3,751 0.20%
13 NVR INC 95,986 160,201 8.46%
14 MOHAWK INDS 113,464 22,656 1.20%
15 RIO TINTO PLC 130,850 5,032 0.27%
16 RPM INTL INC 137,269 7,389 0.39%
17 NEWFIELD EXPL CO 147,322 5,967 0.32%
18 RPC INC 150,000 2,972 0.16%
19 FEDEX CORP 160,298 29,847 1.58%
20 HERC HLDGS INC 165,850 6,661 0.35%
21 ALLIANCE RES PARTNER L P 178,012 3,996 0.21%
22 CONTINENTAL RESOURE 185,642 9,568 0.51%
23 EOG RES INC 203,999 20,624 1.09%
24 MICROSOFT CORP 217,205 13,497 0.71%
25 MOLSON COORS BREWING CO 247,494 24,084 1.27%
26 COLFAX CORP 255,313 9,173 0.48%
27 DEVON ENERGY CORP NEW 289,789 13,235 0.70%
28 KATE SPADE & CO 341,244 6,371 0.34%
29 NIKE INC 403,742 20,522 1.08%
30 BELMOND LTD 448,315 5,985 0.32%
31 CATERPILLAR INC 452,937 42,005 2.22%
32 DELTA AIRLINES INC DEL 473,867 23,310 1.23%
33 FOOT LOCKER INC 540,852 38,341 2.03%
34 CARNIVAL CORP 571,825 29,769 1.57%
35 FLUOR CORP NEW 597,115 31,360 1.66%
36 CENTURY ALUM CO 704,000 6,026 0.32%
37 SUNCOR ENERGY INC NEW 711,234 23,346 1.23%
38 TASEKO MINES LTD 712,500 607 0.03%
39 TEXTRON INC 783,005 38,023 2.01%
40 DOW CHEM CO 791,674 45,300 2.39%
41 VALE S A 817,103 6,226 0.33%
42 CSX CORP 819,151 29,432 1.55%
43 TRINSEO S A 828,353 49,121 2.60%
44 TAKE-TWO INTERACTIVE SOFTWAR 1,035,868 51,058 2.70%
45 SUMMIT MATLS INC CL A 1,046,285 24,891 1.32%
46 DIREXION SHS ETF TR 1,064,658 5,941 0.31%
47 HARLEY DAVIDSON INC 1,070,198 62,435 3.30%
48 HESS CORP 1,077,284 67,104 3.55%
49 UNIFI INC COM NEW 1,189,197 38,803 2.05%
50 Laredo Petroleum Inc 1,208,280 17,085 0.90%
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