Impala Asset Management

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

Impala Asset Management portfolio companies for June 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
NVR NVR 17.31 227683 1339.94 1330.70
RYL Ryland 9.25 -6.00% 3514008 46.37 44.80
EXP Eagle Materials 4.37 +150.00% 1008373 76.33 81.98
MTH Meritage Homes Corporation 4.24 +26.00% 1586285 47.09 42.65
Hldgs 4.11 -17.00% 1365845 53.01 0.00
R Ryder System 3.94 +8.00% 793901 87.37 92.14
AAPL Apple 3.69 -15.00% 518542 125.42 123.28
CCL Carnival Corporation 3.61 -39.00% 1286736 49.39 43.98
CNW Con-way 3.43 NEW 1575665 38.37 44.07
LPX Louisiana-Pacific Corporation 3.34 -46.00% 3456958 17.03 15.66
LOW Lowe's Companies 3.26 +19.00% 858204 66.97 73.15
DAL Delta Air Lines 3.19 -34.00% 1370353 41.08 44.19
TTWO Take-Two Interactive Software 3.15 -45.00% 2013975 27.57 24.53
Nxp Semiconductors N V 2.87 515412 98.20 0.00
TGI Triumph 2.41 +16.00% 642419 65.99 58.72
LEN Lennar Corporation 2.40 -17.00% 828300 51.04 48.23
Caesar Stone Sdot Yam 2.14 -13.00% 549075 68.54 0.00
DIS Walt Disney Company 1.95 +2456.00% 300972 114.14 103.60
FLT FleetCor Technologies 1.78 -12.00% 200522 156.06 149.57
OSK Oshkosh Corporation 1.76 +755.00% 731212 42.38 46.24
Unifi 1.74 +15.00% 913106 33.50 0.00
DSW DSW 1.60 -53.00% 845818 33.37 37.15
DHI D.R. Horton 1.47 -54.00% 949170 27.36 25.87
HOG Harley-Davidson 1.17 +70.00% 364434 56.35 62.41
CENX Century Aluminum Company 1.12 NEW 1883969 10.43 15.15
ERTS Electronic Arts 1.01 NEW 267723 66.50 0.00
Facebook Inc cl a 0.88 NEW 180540 85.76 0.00
HA Hawaiian Holdings 0.84 NEW 624030 23.75 18.95
BC Brunswick Corporation 0.80 -33.00% 276599 50.86 52.20
FDX FedEx Corporation 0.73 NEW 75800 170.40 170.82
HZO MarineMax 0.70 +17.00% 526769 23.51 25.59
Avago Technologies 0.67 NEW 88229 132.93 0.00
NBL Noble Energy 0.64 NEW 262400 42.68 44.22
KNX Knight Transportation 0.49 NEW 323200 26.74 32.56
SBUX Starbucks Corporation 0.46 +167.00% 151639 53.61 92.23
KR Kroger 0.42 +39.00% 103044 72.51 74.09
STZ Constellation Brands 0.38 +25.00% 58207 116.02 115.30
BRCM Broadcom Corporation 0.34 NEW 116076 51.49 44.13
PHM Pulte 0.27 -90.00% 233000 20.15 21.23
ALK Alaska Air 0.26 NEW 70235 64.43 64.08
Msa Safety Inc equity 0.23 -58.00% 82770 48.51 0.00
Boise Cascade 0.22 NEW 106400 36.68 0.00
TGT Target Corporation 0.21 +74.00% 45510 81.63 77.89
COST Costco Wholesale Corporation 0.18 -43.00% 23237 135.04 148.30
Industries N shs - a - 0.18 NEW 31263 103.51 0.00
CMG Chipotle Mexican Grill 0.16 +506.00% 4767 604.99 665.38
OXY Occidental Petroleum Corporation 0.15 -12.00% 33168 77.76 74.23
Belmond 0.14 NEW 200000 12.49 0.00
TPX Tempur-Pedic International 0.09 NEW 24140 65.91 55.78
EMN Eastman Chemical Company 0.08 NEW 16216 81.83 71.40
UNP Union Pacific Corporation 0.06 -93.00% 10595 95.33 114.86
HOT Starwood Hotels & Resorts Worldwide 0.05 +35.00% 11144 81.12 79.90
Palo Alto Networks 0.03 -97.00% 3367 174.64 0.00
Monster Beverage Corp Com stock 0.03 NEW 3727 133.89 0.00
HAIN Hain Celestial 0.02 -86.00% 6491 65.78 60.12

Past 13F-HR SEC Filings for Impala Asset Management