Impala Asset Management

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

Impala Asset Management portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
NVR NVR 12.10 237061 1275.33 1332.00
RYL Ryland 6.74 +2.00% 4371966 38.56 45.50
Hldgs 5.82 -27.00% 2176491 66.89 0.00
LPX Louisiana-Pacific Corporation 5.51 +46.00% 8313271 16.56 16.83
DAL Delta Air Lines 5.09 +54.00% 2587125 49.19 44.52
Ralph Lauren 4.61 NEW 622277 185.16 0.00
M Macy's 4.41 +3.00% 1676474 65.75 63.72
HOG Harley-Davidson 4.37 +18.00% 1658394 65.91 63.57
HBI Hanesbrands 3.41 +158.00% 763067 111.62 127.54
CCL Carnival Corporation 3.26 NEW 1797720 45.33 43.99
AAPL Apple 3.24 +103.00% 733285 110.38 128.46
ARLP Alliance Resource Partners 3.01 +11.00% 1746119 43.05 39.55
R Ryder System 2.55 -41.00% 686570 92.85 93.99
PHM Pulte 2.48 NEW 2887410 21.46 22.56
FDX FedEx Corporation 2.40 +45.00% 344913 173.66 176.98
TTWO Take-Two Interactive Software 2.34 -8.00% 2085492 28.03 26.49
DSW DSW 1.70 NEW 1138614 37.30 37.69
Nxp Semiconductors N V 1.69 -25.00% 552925 76.40 0.00
WY Weyerhaeuser Company 1.67 -19.00% 1162558 35.89 35.11
Potash Corp. Of Saskatchewan I 1.58 -6.00% 1118887 35.32 0.00
LOW Lowe's Companies 1.54 NEW 560651 68.80 74.09
MAR Marriott International 1.54 +967.00% 491742 78.03 83.10
SWFT Swift Transportation Company 1.54 NEW 1348031 28.63 28.28
SKX Skechers USA 1.47 NEW 664149 55.25 68.14
LEN Lennar Corporation 1.23 -82.00% 688640 44.81 50.21
Caesar Stone Sdot Yam 1.23 NEW 512655 59.82 0.00
FLR Fluor Corporation 1.20 -72.00% 493379 60.63 58.00
Unifi 1.09 -11.00% 912424 29.73 0.00
BA Boeing Company 0.99 -44.00% 190614 129.98 150.85
BC Brunswick Corporation 0.95 +1212.00% 461093 51.26 54.24
VFC V.F. Corporation 0.89 NEW 295792 74.90 76.66
AXP American Express Company 0.87 NEW 234369 93.04 81.59
FLT FleetCor Technologies 0.87 +4.00% 146934 148.71 153.43
TOL Toll Brothers 0.84 NEW 611400 34.27 38.31
Foresight Energy Lp m 0.83 -19.00% 1230011 16.87 0.00
ATVI Activision Blizzard 0.68 NEW 847067 20.15 23.32
LZB La-Z-Boy Incorporated 0.57 NEW 527315 26.84 24.95
XHB SPDR S&P; Homebuilders 0.39 NEW 284779 34.12 36.34
HZO MarineMax 0.32 +8.00% 400424 20.05 25.35
SHOO Steven Madden 0.30 -67.00% 232882 31.83 36.51
COST Costco Wholesale Corporation 0.22 +162.00% 39316 141.75 146.96
UNP Union Pacific Corporation 0.22 -92.00% 46819 119.14 120.26
Marathon Petroleum 0.21 -92.00% 59318 90.26 0.00
Arcbest 0.21 NEW 111017 46.37 0.00
WYN Wyndham Worldwide Corporation 0.20 +176.00% 57589 85.76 91.48
KEX Kirby Corporation 0.19 -77.00% 58421 80.74 77.08
STZ Constellation Brands 0.17 +39.00% 42131 98.17 114.72
KR Kroger 0.15 +315.00% 59724 64.21 71.15
SBUX Starbucks Corporation 0.12 NEW 35225 82.04 93.48
CHD Church & Dwight 0.12 +180.00% 37447 78.80 85.14
Geeknet 0.12 -19.00% 363968 8.28 0.00
CBRL Cracker Barrel Old Country Store 0.11 NEW 19407 140.77 151.03
GD General Dynamics Corporation 0.11 +265.00% 20474 137.64 138.78
PII Polaris Industries 0.10 +49.00% 16804 151.21 153.33
EAT Brinker International 0.10 NEW 41656 58.70 59.46
American Airls 0.10 NEW 46130 53.63 0.00
OXY Occidental Petroleum Corporation 0.08 -97.00% 23269 80.62 77.88
Canadian Pacific Railway 0.06 NEW 7563 192.65 0.00
DIS Walt Disney Company 0.04 +39.00% 10736 94.17 104.08
ROK Rockwell Automation 0.04 -98.00% 8765 111.24 117.04
Industries N shs - a - 0.04 -98.00% 12767 79.42 0.00

Past 13F-HR SEC Filings for Impala Asset Management