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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 (2017Q1)
Original 13F HR (0001172661-17-001046) filed in 2017.05.12
#
Name
Shares
Value ($)
%
Options
Notes
1 JETBLUE AIRWAYS CORP 25,519 526 0.02%
2 LATAM AIRLS GROUP S A 73,786 935 0.04%
3 EXTENDED STAY AMER INC 69,245 1,104 0.05%
4 A O SMITH 24,098 1,233 0.06%
5 SUNCOR ENERGY INC NEW 50,000 1,538 0.07%
6 COPA HOLDINGS SA 14,548 1,633 0.08%
7 RPC INC 100,000 1,831 0.09%
8 TASEKO MINES LTD 2,280,000 3,010 0.14%
9 UNITED CONTL HLDGS INC 44,996 3,179 0.15%
10 BRINKER INTL INC 77,873 3,423 0.16%
11 RIO TINTO PLC 130,850 5,323 0.25%
12 GOLAR LNG LTD 224,771 6,278 0.29%
13 VALE S A 695,103 6,603 0.31%
14 DIREXION SHS ETF TR 1,027,556 6,638 0.31%
15 STAR BULK CARRIERS CORP 558,800 6,639 0.31%
16 LOUISIANA PAC CORP 276,194 6,855 0.32%
17 BELMOND LTD 636,771 7,705 0.36%
18 SOUTHWEST AIRLS CO 156,206 8,398 0.39%
19 GAP 402,927 9,787 0.45%
20 FACEBOOK INC 73,895 10,497 0.49%
21 KANSAS CITY SOUTHERN 127,801 10,960 0.51%
22 SCORPIO BULKERS INC COM 1,367,921 12,585 0.58%
23 COLFAX CORP 332,585 13,057 0.61%
24 FREEPORT-MCMORAN INC 1,004,300 13,417 0.62% Call
25 U S SILICA HLDGS INC 290,701 13,951 0.65%
26 SCORPIO TANKERS INC 3,162,500 14,042 0.65%
27 CONTINENTAL RESOURE 312,366 14,188 0.66%
28 PVH CORPORATION 151,320 15,657 0.73%
29 D R HORTON INC 483,063 16,091 0.75%
30 NVR INC 8,586 18,090 0.84%
31 KATE SPADE & CO 815,800 18,951 0.88%
32 HERC HLDGS INC 398,049 19,461 0.90%
33 MOLSON COORS BREWING CO 203,536 19,480 0.90%
34 CARLISLE COS INC 184,329 19,614 0.91%
35 NEWFIELD EXPL CO 570,636 21,062 0.98%
36 OLIN CORP 642,857 21,131 0.98%
37 CENTURY ALUM CO 1,714,144 21,752 1.01%
38 MICRON TECHNOLOGY INC 767,002 22,166 1.03%
39 FEDEX CORP 116,589 22,752 1.06%
40 MICROSOFT CORP 373,678 24,610 1.14%
41 CARNIVAL CORP 447,630 26,370 1.22%
42 SUMMIT MATLS INC CL A 1,141,200 28,199 1.31%
43 FOOT LOCKER INC 380,236 28,445 1.32%
44 INTL PAPER CO 563,300 28,604 1.33%
45 MOHAWK INDS 127,397 29,236 1.36%
46 DELTA AIRLINES INC DEL 674,952 31,021 1.44%
47 NIKE INC 565,855 31,535 1.46%
48 CONSTELLATION BRANDS INC 196,741 31,886 1.48%
49 MARINEMAX INC COM 1,513,742 32,773 1.52%
50 UNIFI INC COM NEW 1,235,297 35,070 1.63%
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