Impala Asset Management LLC

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

Impala Asset Management portfolio companies for December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Teck Resources Ltd cl b 12.74 12.04M -2.00% 20.03 0.00
NVR (NVR) 9.22 104572 -19.00% 1669.00 2054.34
Rio Tinto (RIO) 8.97 4.42M +31.00% 38.46 40.84
Freeport-McMoRan Copper & Gold (FCX) 8.83 12.67M NEW 13.19 12.81
United States Steel Corporation (X) 3.70 2.12M -14.00% 33.01 32.82
Swift Transportation Company (SWFT) 3.60 2.79M -24.00% 24.36 19.74
Hess (HES) 3.55 1.08M +138.00% 62.29 46.10
Harley-Davidson (HOG) 3.30 1.07M -13.00% 58.34 60.20
Newmont Mining Corporation (NEM) 3.28 1.82M +14.00% 34.07 33.48
Take-Two Interactive Software (TTWO) 2.70 1.04M -3.00% 49.29 58.12
Trinseo S A shs 2.60 828353 +79.00% 59.30 0.00
Trinity Industries (TRN) 2.49 1.70M NEW 27.76 25.87
Dow Chemical Company (DOW) 2.39 791674 NEW 57.22 63.08
Caterpillar (CAT) 2.22 452937 +698.00% 92.74 92.15
Unifi Inc 2.05 1.19M 32.63 0.00
Foot Locker (FL) 2.03 540852 NEW 70.89 72.59
Textron (TXT) 2.01 783005 NEW 48.56 46.15
Fluor Corporation (FLR) 1.66 597115 -55.00% 52.52 51.44
FedEx Corporation (FDX) 1.58 160298 -44.00% 186.20 188.12
Carnival Corporation (CCL) 1.57 571825 -11.00% 52.06 58.60
CSX Corporation (CSX) 1.55 819151 -7.00% 35.93 46.32
MarineMax (HZO) 1.54 1.51M +33.00% 19.35 21.30
Summit Matls Inc cl a 1.32 1.05M NEW 23.79 0.00
Molson Coors Brewing Company (TAP) 1.27 247494 NEW 97.31 97.02
Delta Air Lines (DAL) 1.23 473867 +163.00% 49.19 46.00
Suncor Energy Inc New 1.23 711234 +213.00% 32.82 0.00
Mohawk Industries (MHK) 1.20 113464 NEW 199.68 227.02
EOG Resources (EOG) 1.09 203999 +148.00% 101.10 94.86
NIKE (NKE) 1.08 403742 NEW 50.83 56.36
Laredo Petroleum Holdings 0.90 1.21M NEW 14.14 0.00
Microsoft Corporation (MSFT) 0.71 217205 NEW 62.14 64.98
Devon Energy Corporation (DVN) 0.70 289789 -39.00% 45.67 38.80
Continental Resources (CLR) 0.51 185642 -63.00% 51.54 42.51
Colfax Corporation (CFX) 0.48 255313 NEW 35.93 37.41
RPM International (RPM) 0.39 137269 NEW 53.83 54.03
Scorpio Bulkers 0.39 1.47M NEW 5.05 0.00
Herc Hldgs 0.35 165850 NEW 40.16 0.00
Kate Spade & Co 0.34 341244 NEW 18.67 0.00
Vale (VALE) 0.33 817103 NEW 7.62 9.30
Newfield Exploration (NFX) 0.32 147322 -81.00% 40.50 33.50
Century Aluminum Company (CENX) 0.32 704000 +24.00% 8.56 11.80
Belmond 0.32 448315 13.35 0.00
Direxion Shs Etf Tr daily jr gold mi 0.31 1.06M NEW 5.58 0.00
Arch Coal Inc cl a 0.26 64060 NEW 78.05 0.00
Alliance Resource Partners (ARLP) 0.21 178012 -49.00% 22.45 21.15
Southwest Airlines (LUV) 0.20 75260 NEW 49.84 52.61
Facebook Inc cl a 0.17 27727 NEW 115.05 0.00
RPC (RES) 0.16 150000 NEW 19.81 17.21
Hldgs Inc 0.16 42559 NEW 72.89 0.00
Sotheby's (BID) 0.14 66090 NEW 39.85 46.51
Wynn Resorts (WYNN) 0.07 14407 NEW 86.49 111.92
Hawaiian Holdings (HA) 0.06 20418 NEW 57.01 48.45
A. O. Smith Corporation (AOS) 0.06 22821 +99.00% 47.37 51.23
Copa Holdings Sa-class A 0.04 9363 NEW 90.78 0.00
Extended Stay America 0.04 49541 NEW 16.15 0.00
Taseko Cad Com 0.03 712500 NEW 0.85 0.00
Lan Airlines Sa- Adr stock 0.03 68936 8.18 0.00

Past 13F-HR SEC Filings for Impala Asset Management