Impala Asset Management

Impala Asset Management as of June 30, 2015

Portfolio Holdings for Impala Asset Management

Impala Asset Management holds 55 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVR (NVR) 17.3 $305M 228k 1339.94
Ryland 9.2 $163M 3.5M 46.37
Eagle Materials (EXP) 4.4 $77M 1.0M 76.33
Meritage Homes Corporation (MTH) 4.2 $75M 1.6M 47.09
Hldgs (UAL) 4.1 $72M 1.4M 53.01
Ryder System (R) 3.9 $69M 794k 87.37
Apple (AAPL) 3.7 $65M 519k 125.42
Carnival Corporation (CCL) 3.6 $64M 1.3M 49.39
Con-way 3.4 $61M 1.6M 38.37
Louisiana-Pacific Corporation (LPX) 3.3 $59M 3.5M 17.03
Lowe's Companies (LOW) 3.3 $58M 858k 66.97
Delta Air Lines (DAL) 3.2 $56M 1.4M 41.08
Take-Two Interactive Software (TTWO) 3.1 $56M 2.0M 27.57
Nxp Semiconductors N V (NXPI) 2.9 $51M 515k 98.20
Triumph (TGI) 2.4 $42M 642k 65.99
Lennar Corporation (LEN) 2.4 $42M 828k 51.04
Caesar Stone Sdot Yam (CSTE) 2.1 $38M 549k 68.54
Walt Disney Company (DIS) 1.9 $34M 301k 114.14
FleetCor Technologies (FLT) 1.8 $31M 201k 156.06
Oshkosh Corporation (OSK) 1.8 $31M 731k 42.38
Unifi (UFI) 1.7 $31M 913k 33.50
DSW 1.6 $28M 846k 33.37
D.R. Horton (DHI) 1.5 $26M 949k 27.36
Harley-Davidson (HOG) 1.2 $21M 364k 56.35
Century Aluminum Company (CENX) 1.1 $20M 1.9M 10.43
Electronic Arts (EA) 1.0 $18M 268k 66.50
Facebook Inc cl a (META) 0.9 $16M 181k 85.76
Hawaiian Holdings (HA) 0.8 $15M 624k 23.75
Brunswick Corporation (BC) 0.8 $14M 277k 50.86
FedEx Corporation (FDX) 0.7 $13M 76k 170.40
MarineMax (HZO) 0.7 $12M 527k 23.51
Avago Technologies 0.7 $12M 88k 132.93
Noble Energy 0.6 $11M 262k 42.68
Knight Transportation 0.5 $8.6M 323k 26.74
Starbucks Corporation (SBUX) 0.5 $8.1M 152k 53.61
Kroger (KR) 0.4 $7.5M 103k 72.51
Constellation Brands (STZ) 0.4 $6.8M 58k 116.02
Broadcom Corporation 0.3 $6.0M 116k 51.49
Pulte (PHM) 0.3 $4.7M 233k 20.15
Alaska Air (ALK) 0.3 $4.5M 70k 64.43
Msa Safety Inc equity (MSA) 0.2 $4.0M 83k 48.51
Boise Cascade (BCC) 0.2 $3.9M 106k 36.68
Target Corporation (TGT) 0.2 $3.7M 46k 81.63
Costco Wholesale Corporation (COST) 0.2 $3.1M 23k 135.04
Industries N shs - a - (LYB) 0.2 $3.2M 31k 103.51
Chipotle Mexican Grill (CMG) 0.2 $2.9M 4.8k 604.99
Occidental Petroleum Corporation (OXY) 0.1 $2.6M 33k 77.76
Belmond 0.1 $2.5M 200k 12.49
Tempur-Pedic International (TPX) 0.1 $1.6M 24k 65.91
Eastman Chemical Company (EMN) 0.1 $1.3M 16k 81.83
Union Pacific Corporation (UNP) 0.1 $1.0M 11k 95.33
Starwood Hotels & Resorts Worldwide 0.1 $904k 11k 81.12
Palo Alto Networks (PANW) 0.0 $588k 3.4k 174.64
Monster Beverage Corp (MNST) 0.0 $499k 3.7k 133.89
Hain Celestial (HAIN) 0.0 $427k 6.5k 65.78