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 1330.70
RYL Ryland 6.74 +2.00% 4371966 38.56 44.80
Hldgs 5.82 -27.00% 2176491 66.89 0.00
LPX Louisiana-Pacific Corporation 5.51 +46.00% 8313271 16.56 15.66
DAL Delta Air Lines 5.09 +54.00% 2587125 49.19 44.19
Ralph Lauren 4.61 NEW 622277 185.16 0.00
M Macy's 4.41 +3.00% 1676474 65.75 62.37
HOG Harley-Davidson 4.37 +18.00% 1658394 65.91 62.41
HBI Hanesbrands 3.41 +158.00% 763067 111.62 32.16
CCL Carnival Corporation 3.26 NEW 1797720 45.33 43.98
AAPL Apple 3.24 +103.00% 733285 110.38 123.28
ARLP Alliance Resource Partners 3.01 +11.00% 1746119 43.05 35.34
R Ryder System 2.55 -41.00% 686570 92.85 92.14
PHM Pulte 2.48 NEW 2887410 21.46 21.23
FDX FedEx Corporation 2.40 +45.00% 344913 173.66 170.82
TTWO Take-Two Interactive Software 2.34 -8.00% 2085492 28.03 24.53
DSW DSW 1.70 NEW 1138614 37.30 37.15
Nxp Semiconductors N V 1.69 -25.00% 552925 76.40 0.00
WY Weyerhaeuser Company 1.67 -19.00% 1162558 35.89 33.37
Potash Corp. Of Saskatchewan I 1.58 -6.00% 1118887 35.32 0.00
LOW Lowe's Companies 1.54 NEW 560651 68.80 73.15
MAR Marriott International 1.54 +967.00% 491742 78.03 81.60
SWFT Swift Transportation Company 1.54 NEW 1348031 28.63 27.91
SKX Skechers USA 1.47 NEW 664149 55.25 67.44
LEN Lennar Corporation 1.23 -82.00% 688640 44.81 48.23
Caesar Stone Sdot Yam 1.23 NEW 512655 59.82 0.00
FLR Fluor Corporation 1.20 -72.00% 493379 60.63 57.12
Unifi 1.09 -11.00% 912424 29.73 0.00
BA Boeing Company 0.99 -44.00% 190614 129.98 152.38
BC Brunswick Corporation 0.95 +1212.00% 461093 51.26 52.20
VFC V.F. Corporation 0.89 NEW 295792 74.90 73.33
AXP American Express Company 0.87 NEW 234369 93.04 79.39
FLT FleetCor Technologies 0.87 +4.00% 146934 148.71 149.57
TOL Toll Brothers 0.84 NEW 611400 34.27 37.37
Foresight Energy Lp m 0.83 -19.00% 1230011 16.87 0.00
ATVI Activision Blizzard 0.68 NEW 847067 20.15 22.67
LZB La-Z-Boy Incorporated 0.57 NEW 527315 26.84 25.42
XHB SPDR S&P; Homebuilders 0.39 NEW 284779 34.12 35.32
HZO MarineMax 0.32 +8.00% 400424 20.05 25.59
SHOO Steven Madden 0.30 -67.00% 232882 31.83 36.28
COST Costco Wholesale Corporation 0.22 +162.00% 39316 141.75 148.30
UNP Union Pacific Corporation 0.22 -92.00% 46819 119.14 114.86
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 89.37
KEX Kirby Corporation 0.19 -77.00% 58421 80.74 74.55
STZ Constellation Brands 0.17 +39.00% 42131 98.17 115.30
KR Kroger 0.15 +315.00% 59724 64.21 74.09
SBUX Starbucks Corporation 0.12 NEW 35225 82.04 92.23
CHD Church & Dwight 0.12 +180.00% 37447 78.80 83.20
Geeknet 0.12 -19.00% 363968 8.28 0.00
CBRL Cracker Barrel Old Country Store 0.11 NEW 19407 140.77 150.50
GD General Dynamics Corporation 0.11 +265.00% 20474 137.64 133.60
PII Polaris Industries 0.10 +49.00% 16804 151.21 148.18
EAT Brinker International 0.10 NEW 41656 58.70 58.33
American Airls 0.10 NEW 46130 53.63 0.00
OXY Occidental Petroleum Corporation 0.08 -97.00% 23269 80.62 74.23
Canadian Pacific Railway 0.06 NEW 7563 192.65 0.00
DIS Walt Disney Company 0.04 +39.00% 10736 94.17 103.60
ROK Rockwell Automation 0.04 -98.00% 8765 111.24 110.21
Industries N shs - a - 0.04 -98.00% 12767 79.42 0.00

Past 13F-HR SEC Filings for Impala Asset Management