Impala Asset Management

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

Portfolio Holdings for Impala Asset Management

Companies in the Impala Asset Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
NVR (NVR) 10.40 30.10k +19% 2569.12
Rio Tinto (RIO) 9.17 1.50M -23% 45.56
Kansas City Southern (KSU) 8.58 501.17k +955% 127.18
Harley-Davidson (HOG) 8.24 3.23M +71% 18.93
Louisiana-Pacific Corporation (LPX) 7.27 3.15M +10% 17.18
Qualcomm (QCOM) 7.03 771.97k 67.65
Microsoft Corporation (MSFT) 7.00 329.83k +433% 157.71
Target Corporation (TGT) 4.47 357.15k NEW 92.97
Six Flags Entertainment (SIX) 4.41 2.61M NEW 12.54
Paccar (PCAR) 4.39 534.24k +534% 61.13
Knight Swift Transn Hldgs (KNX) 4.39 995.40k +46% 32.80
Teck Resources Ltd cl b (TECK) 3.97 3.91M -62% 7.56
CSX Corporation (CSX) 3.91 506.57k NEW 57.30
Take-Two Interactive Software (TTWO) 3.49 218.84k +31% 118.61
Star Bulk Carriers Corp shs par (SBLK) 2.97 3.91M -30% 5.64
KB Home (KBH) 2.64 1.08M +61% 18.10
Unifi (UFI) 2.55 1.64M 11.55
Freeport-McMoRan Copper & Gold (FCX) 1.19 1.31M -69% 6.75
Vulcan Materials Company (VMC) 1.12 77.07k NEW 108.07
Atlas Air Worldwide Holdings (AAWW) 1.07 309.12k NEW 25.67
MasterCard Incorporated (MA) 0.47 14.41k NEW 241.59
Wynn Resorts (WYNN) 0.29 36.01k -45% 60.19
Amazon (AMZN) 0.28 1.05k NEW 1949.52
FedEx Corporation (FDX) 0.26 16.00k NEW 121.25
Eagle Materials (EXP) 0.20 25.69k NEW 58.42
Cedar Fair (FUN) 0.15 61.96k NEW 18.34
Teck Resources 0.10 76.01k NEW 9.88

Past Filings by Impala Asset Management

View past SEC 13F filings by Impala Asset Management

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