Impala Asset Management

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

Impala Asset Management portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
NVR NVR 8.33 +15.00% 201715 1147.00 1130.28
DAL Delta Air Lines 7.87 +11.00% 6314675 34.65 37.86
M Macy's 4.71 -8.00% 2208519 59.29 58.32
FLR Fluor Corporation 4.54 +62.00% 1622849 77.73 74.50
LEN Lennar Corporation 4.44 NEW 3113947 39.62 37.35
HP Helmerich & Payne 3.98 -20.00% 1027319 107.56 114.74
HOG Harley-Davidson 3.88 +21.00% 1618719 66.61 63.20
Marathon Petroleum 3.71 +252.00% 1184881 87.04 0.00
TRN Trinity Industries 3.51 +242.00% 1355040 72.07 45.68
UNP Union Pacific Corporation 3.02 +42.00% 447522 187.66 99.54
EMN Eastman Chemical Company 2.99 -27.00% 964001 86.21 82.17
RYL Ryland 2.84 +132.00% 1974583 39.93 35.53
R Ryder System 2.84 +97.00% 987202 79.92 87.89
CRR CARBO Ceramics 2.78 +31.00% 559005 137.99 141.32
OXY Occidental Petroleum Corporation 2.69 -5.00% 783123 95.29 98.75
TTWO Take-Two Interactive Software 2.13 +2.00% 2694163 21.93 23.06
Potash Corp. Of Saskatchewan I 2.07 +114.00% 1591572 36.22 0.00
CNW Con-way 2.04 NEW 1377722 41.08 47.96
MTH Meritage Homes Corporation 1.98 NEW 1313543 41.88 39.46
SHOO Steven Madden 1.97 +7.00% 1521464 35.98 33.49
ARLP Alliance Resource Partners 1.97 +85.00% 650040 84.14 52.26
IP International Paper Company 1.85 -28.00% 1123632 45.88 48.25
ROK Rockwell Automation 1.83 +103.00% 408689 124.55 111.83
WY Weyerhaeuser Company 1.72 -52.00% 1626761 29.35 31.80
CSX CSX Corporation 1.70 +52.00% 1626065 28.97 30.52
GD General Dynamics Corporation 1.51 +101.00% 385742 108.92 119.13
AU AngloGold Ashanti 1.48 NEW 2407698 17.08 17.73
QCOM QUALCOMM 1.19 +30.00% 418550 78.86 75.63
SWFT Swift Transportation Company 1.18 +561.00% 1329608 24.75 21.05
CAB Cabela's Incorporated 1.11 NEW 471672 65.51 58.72
Nxp Semiconductors N V 1.05 NEW 496750 58.81 0.00
Cloud Peak Energy 1.03 -44.00% 1347515 21.14 0.00
ROC Rockwood Holdings 1.02 NEW 379987 74.40 82.01
BC Brunswick Corporation 1.01 +3.00% 619837 45.29 41.14
Industries N shs - a - 0.99 NEW 310575 88.94 0.00
TJX TJX Companies 0.95 +72.00% 436940 60.65 53.02
Unifi 0.95 +2.00% 1148166 23.07 0.00
KEX Kirby Corporation 0.87 NEW 238672 101.25 117.77
Lyon William Homes cl a 0.70 -43.00% 705040 27.61 0.00
WLK Westlake Chemical Corporation 0.66 +959.00% 277097 66.18 89.41
HZO MarineMax 0.52 -16.00% 958497 15.19 17.13
WAB Wabtec Corporation 0.50 NEW 180618 77.50 82.20
ACAT Arctic Cat 0.41 +32.00% 238327 47.79 36.52
Hyster Yale Materials Handling 0.41 -50.00% 117332 97.50 0.00
SPY SPDR S&P; 500 ETF 0.34 +76.00% 50970 187.01 196.71
Geeknet 0.23 NEW 450000 14.02 0.00
MNTX Manitex International 0.14 -15.00% 240324 16.30 14.96
PCLN priceline.com Incorporated 0.05 +199.00% 1169 1191.62 1252.83
PII Polaris Industries 0.04 +146.00% 7172 139.71 148.89
GOOG Google 0.04 +181.00% 1094 1114.26 586.81
WYN Wyndham Worldwide Corporation 0.04 -91.00% 16958 73.24 76.14
COST Costco Wholesale Corporation 0.03 +180.00% 7826 111.68 117.75
LVS Las Vegas Sands 0.03 -95.00% 11350 80.79 74.48
STZ Constellation Brands 0.03 +146.00% 8937 84.93 85.38
UTX United Technologies Corporation 0.02 +169.00% 5089 116.92 106.45
UA Under Armour 0.02 +85.00% 4463 114.72 69.01
Copa Holdings Sa-class A 0.02 +146.00% 3660 145.08 0.00
BA Boeing Company 0.01 -99.00% 2468 125.61 122.51
SBUX Starbucks Corporation 0.01 +22.00% 4197 73.39 78.82
ALK Alaska Air 0.01 -98.00% 3314 93.24 45.84

Past 13F-HR SEC Filings for Impala Asset Management