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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 FREEPORT-MCMORAN INC 1,004,300 13,417 0.62% Call
2 TECK RESOURCES LTD 10,190,646 223,175 10.36%
3 NVR INC 80,225 169,024 7.85%
4 RIO TINTO PLC 3,524,983 143,396 6.66%
5 UNION PAC CORP 934,178 98,948 4.59%
6 FREEPORT-MCMORAN INC 6,389,782 85,367 3.96%
7 HARLEY DAVIDSON INC 1,297,063 78,472 3.64%
8 UNITED STATES STL CORP NEW 1,841,314 62,255 2.89%
9 CATERPILLAR INC 645,167 59,846 2.78%
10 TAKE-TWO INTERACTIVE SOFTWAR 963,118 57,084 2.65%
11 SWIFT TRANSN CO 2,727,868 56,030 2.60%
12 DOW CHEM CO 881,480 56,009 2.60%
13 TRINITY INDS INC 2,016,708 53,544 2.49%
14 CSX CORP 1,124,190 52,331 2.43%
15 HESS CORP 998,376 48,132 2.23%
16 Laredo Petroleum Inc 2,955,195 43,146 2.00%
17 NEWMONT CORP 1,208,479 39,831 1.85%
18 LAS VEGAS SANDS CORP 696,537 39,751 1.85%
19 FLUOR CORP NEW 722,936 38,041 1.77%
20 UNIFI INC COM NEW 1,235,297 35,070 1.63%
21 MARINEMAX INC COM 1,513,742 32,773 1.52%
22 CONSTELLATION BRANDS INC 196,741 31,886 1.48%
23 NIKE INC 565,855 31,535 1.46%
24 DELTA AIRLINES INC DEL 674,952 31,021 1.44%
25 MOHAWK INDS 127,397 29,236 1.36%
26 INTL PAPER CO 563,300 28,604 1.33%
27 FOOT LOCKER INC 380,236 28,445 1.32%
28 SUMMIT MATLS INC CL A 1,141,200 28,199 1.31%
29 CARNIVAL CORP 447,630 26,370 1.22%
30 MICROSOFT CORP 373,678 24,610 1.14%
31 FEDEX CORP 116,589 22,752 1.06%
32 MICRON TECHNOLOGY INC 767,002 22,166 1.03%
33 CENTURY ALUM CO 1,714,144 21,752 1.01%
34 OLIN CORP 642,857 21,131 0.98%
35 NEWFIELD EXPL CO 570,636 21,062 0.98%
36 CARLISLE COS INC 184,329 19,614 0.91%
37 MOLSON COORS BREWING CO 203,536 19,480 0.90%
38 HERC HLDGS INC 398,049 19,461 0.90%
39 KATE SPADE & CO 815,800 18,951 0.88%
40 NVR INC 8,586 18,090 0.84%
41 D R HORTON INC 483,063 16,091 0.75%
42 PVH CORPORATION 151,320 15,657 0.73%
43 CONTINENTAL RESOURE 312,366 14,188 0.66%
44 SCORPIO TANKERS INC 3,162,500 14,042 0.65%
45 U S SILICA HLDGS INC 290,701 13,951 0.65%
46 COLFAX CORP 332,585 13,057 0.61%
47 SCORPIO BULKERS INC COM 1,367,921 12,585 0.58%
48 KANSAS CITY SOUTHERN 127,801 10,960 0.51%
49 FACEBOOK INC 73,895 10,497 0.49%
50 GAP 402,927 9,787 0.45%
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