Impala Asset Management

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

Impala Asset Management portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
NVR NVR 10.01 +4.00% 235767 1130.02 1205.10
LEN Lennar Corporation 5.84 +41.00% 3998152 38.83 43.66
RYL Ryland 5.30 +18.00% 4245134 33.24 37.25
Hldgs 5.29 -14.00% 3009425 46.79 0.00
FLR Fluor Corporation 4.45 +10.00% 1772952 66.79 59.90
R Ryder System 3.95 +41.00% 1167174 89.97 93.13
TRN Trinity Industries 3.76 -7.00% 2140022 46.72 27.88
M Macy's 3.53 -27.00% 1612961 58.18 62.45
HOG Harley-Davidson 3.07 -17.00% 1402635 58.20 65.12
OXY Occidental Petroleum Corporation 3.05 +24.00% 842915 96.15 80.74
LPX Louisiana-Pacific Corporation 2.90 NEW 5671078 13.59 16.72
Industries N shs - a - 2.78 +73.00% 680229 108.66 0.00
HP Helmerich & Payne 2.69 -2.00% 732329 97.87 70.10
Marathon Petroleum 2.59 -29.00% 812469 84.67 0.00
ARLP Alliance Resource Partners 2.53 +2.00% 1568184 42.84 42.24
UNP Union Pacific Corporation 2.50 +4.00% 612665 108.42 120.31
ITB iShares Dow Jones US Home Const. 2.47 -37.00% 2923300 22.49 25.28
DAL Delta Air Lines 2.28 -60.00% 1676509 36.15 47.38
WLK Westlake Chemical Corporation 2.00 +160.00% 614331 86.59 60.20
TTWO Take-Two Interactive Software 1.97 -13.00% 2273214 23.07 28.67
Nxp Semiconductors N V 1.91 +21.00% 743387 68.43 0.00
Methanex 1.85 NEW 737300 66.80 0.00
ROK Rockwell Automation 1.81 +12.00% 439199 109.88 112.24
WY Weyerhaeuser Company 1.74 +84.00% 1451241 31.86 36.59
BA Boeing Company 1.64 +15481.00% 342954 127.38 126.23
FLS Flowserve Corporation 1.59 +2.00% 600064 70.52 58.89
Potash Corp. Of Saskatchewan I 1.55 +33.00% 1194403 34.56 0.00
FDX FedEx Corporation 1.43 NEW 236385 161.45 174.22
AAPL Apple 1.36 NEW 359559 100.75 111.78
HBI Hanesbrands 1.19 +392.00% 295715 107.44 111.99
KEX Kirby Corporation 1.17 -33.00% 264288 117.85 79.74
Now 1.15 +12.00% 1003706 30.41 0.00
Foresight Energy Lp m 1.05 NEW 1525175 18.26 0.00
Lyon William Homes cl a 1.03 +4.00% 1241970 22.10 0.00
Unifi 1.00 -14.00% 1026640 25.90 0.00
GM General Motors Company 0.89 +220.00% 740876 31.94 32.72
SHOO Steven Madden 0.86 -42.00% 707562 32.23 31.54
FLT FleetCor Technologies 0.75 +260.00% 140620 142.12 148.87
IPI Intrepid Potash 0.67 NEW 1152875 15.45 13.78
Mobileye N.v. 0.48 NEW 236950 53.59 0.00
INTC Intel Corporation 0.31 -50.00% 234000 34.82 36.65
CNW Con-way 0.28 -85.00% 159548 47.50 48.04
HZO MarineMax 0.23 -51.00% 367562 16.85 19.47
Geeknet 0.16 450000 9.30 0.00
SPY SPDR S&P; 500 ETF 0.15 NEW 20476 197.01 206.81
MAR Marriott International 0.12 +467.00% 46084 69.89 77.94
HEES H&E; Equipment Services 0.11 NEW 74467 40.29 28.98
STZ Constellation Brands 0.10 +196.00% 30185 87.16 96.37
COST Costco Wholesale Corporation 0.07 +91.00% 14999 125.34 141.77
PII Polaris Industries 0.06 +112.00% 11269 149.79 148.28
WYN Wyndham Worldwide Corporation 0.06 +112.00% 20824 81.25 84.90
BC Brunswick Corporation 0.06 -93.00% 35132 42.13 50.70
PCLN priceline.com Incorporated 0.05 -25.00% 1099 1158.33 1121.95
CHD Church & Dwight 0.04 NEW 13333 70.13 78.45
DIS Walt Disney Company 0.03 +112.00% 7697 89.00 92.89
KR Kroger 0.03 NEW 14388 51.99 63.95
RIO Rio Tinto 0.03 NEW 14700 49.18 44.74
GD General Dynamics Corporation 0.03 NEW 5596 127.06 141.44
COH Coach 0.01 NEW 5793 35.56 36.49
CRR CARBO Ceramics 0.01 -99.00% 3400 59.12 42.34

Past 13F-HR SEC Filings for Impala Asset Management