Impala Asset Management

Latest statistics and disclosures from Impala Asset Management's latest quarterly 13F-HR filing:

Impala Asset Management portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
NVR NVR 8.29 +11.00% 224980 1150.60 1163.91
DAL Delta Air Lines 5.24 -33.00% 4229443 38.72 40.27
Hldgs 4.60 NEW 3499815 41.07 0.00
RYL Ryland 4.53 +81.00% 3587058 39.44 36.95
M Macy's 4.14 2226445 58.02 60.29
FLR Fluor Corporation 3.94 1600883 76.90 73.85
HOG Harley-Davidson 3.80 +5.00% 1700112 69.85 64.16
LEN Lennar Corporation 3.79 -9.00% 2820649 41.98 38.97
ITB iShares Dow Jones US Home Const. 3.74 NEW 4714248 24.80 24.05
TRN Trinity Industries 3.24 +70.00% 2311347 43.72 47.76
Marathon Petroleum 2.89 -2.00% 1157779 78.07 0.00
HP Helmerich & Payne 2.79 -26.00% 751207 116.11 99.75
MTH Meritage Homes Corporation 2.53 +42.00% 1872884 42.21 42.05
R Ryder System 2.33 -16.00% 825485 88.09 90.63
EMN Eastman Chemical Company 2.32 -14.00% 827770 87.35 81.85
CRR CARBO Ceramics 2.29 -17.00% 463549 154.12 104.75
ARLP Alliance Resource Partners 2.27 +134.00% 1523125 46.65 47.97
OXY Occidental Petroleum Corporation 2.23 -13.00% 677428 102.63 102.09
AU AngloGold Ashanti 1.98 +49.00% 3588847 17.21 17.12
UNP Union Pacific Corporation 1.87 +30.00% 586026 99.75 105.99
TTWO Take-Two Interactive Software 1.86 -2.00% 2616513 22.24 22.30
CNW Con-way 1.79 -19.00% 1111280 50.41 50.62
MHK Mohawk Industries 1.64 NEW 370691 138.34 145.51
ROK Rockwell Automation 1.56 -4.00% 390243 125.16 117.29
KEX Kirby Corporation 1.50 +67.00% 399781 117.14 120.94
FLS Flowserve Corporation 1.39 NEW 584983 74.35 75.94
SHOO Steven Madden 1.35 -18.00% 1233841 34.30 34.11
Nxp Semiconductors N V 1.30 +23.00% 613908 66.18 0.00
Industries N shs - a - 1.23 +26.00% 391933 97.65 0.00
CAB Cabela's Incorporated 1.18 +25.00% 591799 62.40 61.97
Lyon William Homes cl a 1.16 +69.00% 1193851 30.44 0.00
CSX CSX Corporation 1.15 -28.00% 1168116 30.81 30.62
Potash Corp. Of Saskatchewan I 1.09 -43.00% 897068 37.96 0.00
Unifi 1.06 +4.00% 1204166 27.53 0.00
Canadian Pacific Railway 1.05 NEW 181885 181.14 0.00
SWFT Swift Transportation Company 1.04 -3.00% 1289029 25.23 21.11
Now 1.03 NEW 891544 36.21 0.00
WY Weyerhaeuser Company 0.83 -51.00% 788030 33.09 34.25
ATVI Activision Blizzard 0.80 NEW 1126031 22.30 23.09
CXO Concho Resources 0.72 NEW 155457 144.50 130.45
BC Brunswick Corporation 0.68 -18.00% 506533 42.13 43.00
Signet Jewelers 0.68 NEW 190776 110.59 0.00
QCOM QUALCOMM 0.66 -37.00% 262203 79.20 77.18
WLK Westlake Chemical Corporation 0.63 -14.00% 235658 83.76 93.31
HD Home Depot 0.50 NEW 192602 80.96 91.50
INTC Intel Corporation 0.46 NEW 468349 30.90 34.84
HZO MarineMax 0.41 -20.00% 764637 16.74 17.61
DSW DSW 0.35 NEW 387733 27.94 28.07
Trinseo S A shs 0.28 NEW 425000 20.80 0.00
GM General Motors Company 0.27 NEW 231505 36.30 34.59
F Ford Motor Company 0.26 NEW 476308 17.24 17.41
Hyster Yale Materials Handling 0.22 -33.00% 78179 88.54 0.00
HBI Hanesbrands 0.19 NEW 60060 98.43 100.85
Bloomin Brands 0.19 NEW 267164 22.43 0.00
Geeknet 0.18 450000 12.47 0.00
FLT FleetCor Technologies 0.16 NEW 38953 131.80 148.80
PCLN priceline.com Incorporated 0.06 +25.00% 1470 1202.72 1269.95
COST Costco Wholesale Corporation 0.03 7826 115.13 121.00
STZ Constellation Brands 0.03 +13.00% 10181 88.11 87.52
PII Polaris Industries 0.02 -26.00% 5300 130.19 149.51
PH Parker-Hannifin Corporation 0.02 NEW 4070 125.80 117.00
MAR Marriott International 0.02 NEW 8119 64.05 68.45
WYN Wyndham Worldwide Corporation 0.02 -42.00% 9794 75.76 79.49
WAB Wabtec Corporation 0.02 -96.00% 6456 82.56 84.29
DIS Walt Disney Company 0.01 NEW 3620 85.64 90.11
BA Boeing Company 0.01 -10.00% 2201 127.21 127.10
LVS Las Vegas Sands 0.01 -52.00% 5346 76.13 69.22
SBUX Starbucks Corporation 0.01 +17.00% 4932 77.45 77.65
HOT Starwood Hotels & Resorts Worldwide 0.01 NEW 4396 80.76 84.02
Copa Holdings Sa-class A 0.01 -15.00% 3098 142.67 0.00

Past 13F-HR SEC Filings for Impala Asset Management