Impala Asset Management

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

Impala Asset Management portfolio companies for December 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
NVR NVR 19.26 -23.00% 174723 1643.07 1330.70
Calatlantic 7.59 NEW 2984237 37.92 0.00
Hldgs 6.51 +24.00% 1694296 57.30 0.00
HOG Harley-Davidson 4.92 +343.00% 1616545 45.39 62.41
Industries N shs - a - 4.80 +2536.00% 824235 86.90 0.00
SWFT Swift Transportation Company 4.42 NEW 4763362 13.82 27.91
LOW Lowe's Companies 4.21 -3.00% 825235 76.04 73.15
DAL Delta Air Lines 4.13 -11.00% 1215545 50.69 44.19
MHK Mohawk Industries 4.07 NEW 320387 189.39 179.34
TTWO Take-Two Interactive Software 4.02 -14.00% 1720880 34.84 24.53
Facebook Inc cl a 3.52 +177.00% 501273 104.66 0.00
CCL Carnival Corporation 3.22 -31.00% 882438 54.48 43.98
Marathon Petroleum 3.19 NEW 918631 51.84 0.00
EXP Eagle Materials 2.44 -40.00% 602329 60.43 81.98
BA Boeing Company 2.36 NEW 242882 144.59 152.38
Alphabet Inc Class C cs 2.21 NEW 43496 758.87 0.00
Unifi 2.17 +25.00% 1147241 28.15 0.00
PPG PPG Industries 1.68 NEW 253806 98.82 225.60
CRM salesforce 1.62 NEW 308922 78.40 64.26
EXPD Expeditors International of Washington 1.47 NEW 485566 45.10 47.74
HZO MarineMax 1.34 +105.00% 1082210 18.42 25.59
KEX Kirby Corporation 1.34 NEW 378800 52.62 74.55
FLR Fluor Corporation 1.30 NEW 410834 47.22 57.12
NVDA NVIDIA Corporation 1.17 NEW 526960 32.96 22.93
SBUX Starbucks Corporation 0.85 +39.00% 211590 60.03 92.23
OXY Occidental Petroleum Corporation 0.77 +411.00% 169637 67.61 74.23
CBS CBS Corporation 0.69 NEW 217600 47.13 59.57
ATVI Activision Blizzard 0.60 NEW 230980 38.71 22.67
AMZN Amazon 0.49 NEW 10825 675.94 372.62
Teck Resources Ltd cl b 0.40 NEW 1562253 3.86 0.00
NSC Norfolk Southern 0.36 NEW 64211 84.60 108.18
LPX Louisiana-Pacific Corporation 0.36 -91.00% 297835 18.01 15.66
Belmond 0.30 +134.00% 468838 9.50 0.00
MNRO Monro Muffler Brake 0.27 NEW 61832 66.23 62.59
WYNN Wynn Resorts 0.26 NEW 56898 69.19 128.14
Monster Beverage Corp Com stock 0.26 +609.00% 26447 148.98 0.00
NOC Northrop Grumman Corporation 0.24 NEW 18892 188.81 158.85
EAT Brinker International 0.20 NEW 62409 47.96 58.33
SKX Skechers USA 0.20 NEW 100575 30.21 67.44
BWLD Buffalo Wild Wings 0.20 NEW 18590 159.66 184.67
BHI Baker Hughes Incorporated 0.13 NEW 43456 46.14 59.73
MLM Martin Marietta Materials 0.12 NEW 12661 136.56 137.91
PCLN priceline.com Incorporated 0.10 NEW 1206 1275.29 1190.00
EEFT Euronet Worldwide 0.10 NEW 19996 72.41 53.73
Nxp Semiconductors N V 0.10 -96.00% 18088 84.25 0.00

Past 13F-HR SEC Filings for Impala Asset Management