Impala Asset Management LLC

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

Impala Asset Management portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Teck Resources Ltd cl b 10.36 10.19M -15.00% 21.90 0.00
NVR (NVR) 8.69 88811 -15.00% 2106.87 2445.18
Rio Tinto (RIO) 6.91 3.66M -17.00% 40.68 41.17
Union Pacific Corporation (UNP) 4.59 934178 NEW 105.92 108.77
Freeport-McMoRan Copper & Gold (FCX) 4.59 7.39M -41.00% 13.36 11.99
Harley-Davidson (HOG) 3.64 1.30M +21.00% 60.50 54.71
United States Steel Corporation (X) 2.89 1.84M -13.00% 33.81 22.57
Caterpillar (CAT) 2.78 645167 +42.00% 92.76 106.45
Take-Two Interactive Software (TTWO) 2.65 963118 -7.00% 59.27 73.27
Dow Chemical Company (DOW) 2.60 881480 +11.00% 63.54 63.25
Swift Transportation Company (SWFT) 2.60 2.73M -2.00% 20.54 26.75
Trinity Industries (TRN) 2.49 2.02M +18.00% 26.55 28.35
CSX Corporation (CSX) 2.43 1.12M +37.00% 46.55 54.58
Hess (HES) 2.23 998376 -7.00% 48.21 42.09
Laredo Petroleum Holdings 2.00 2.96M +144.00% 14.60 0.00
Newmont Mining Corporation (NEM) 1.85 1.21M -33.00% 32.96 33.04
Las Vegas Sands (LVS) 1.85 696537 NEW 57.07 64.95
Fluor Corporation (FLR) 1.77 722936 +21.00% 52.62 45.37
Unifi Inc 1.63 1.24M +3.00% 28.39 0.00
MarineMax (HZO) 1.52 1.51M 21.65 19.30
Constellation Brands (STZ) 1.48 196741 NEW 162.07 183.68
NIKE (NKE) 1.46 565855 +40.00% 55.73 53.36
Delta Air Lines (DAL) 1.44 674952 +42.00% 45.96 53.84
Mohawk Industries (MHK) 1.36 127397 +12.00% 229.49 243.94
International Paper Company (IP) 1.33 563300 NEW 50.78 55.98
Foot Locker (FL) 1.32 380236 -29.00% 74.81 48.71
Summit Matls Inc cl a 1.31 1.14M +9.00% 24.71 0.00
Carnival Corporation (CCL) 1.22 447630 -21.00% 58.91 66.10
Microsoft Corporation (MSFT) 1.14 373678 +72.00% 65.86 69.80
FedEx Corporation (FDX) 1.06 116589 -27.00% 195.15 217.15
Micron Technology (MU) 1.03 767002 NEW 28.90 32.24
Century Aluminum Company (CENX) 1.01 1.71M +143.00% 12.69 16.04
Newfield Exploration (NFX) 0.98 570636 +287.00% 36.91 27.56
Olin Corporation (OLN) 0.98 642857 NEW 32.87 30.24
Carlisle Companies (CSL) 0.91 184329 NEW 106.41 94.86
Molson Coors Brewing Company (TAP) 0.90 203536 -17.00% 95.71 87.42
Herc Hldgs 0.90 398049 +140.00% 48.89 0.00
Kate Spade & Co 0.88 815800 +139.00% 23.23 0.00
D.R. Horton (DHI) 0.75 483063 NEW 33.31 34.27
Pvh Corporation 0.73 151320 NEW 103.47 0.00
Continental Resources (CLR) 0.66 312366 +68.00% 45.42 30.55
Scorpio Tankers Inc shs 0.65 3.16M NEW 4.44 0.00
Us Silica Hldgs 0.65 290701 NEW 47.99 0.00
Colfax Corporation (CFX) 0.61 332585 +30.00% 39.26 38.68
Scorpio Bulkers 0.58 1.37M -6.00% 9.20 0.00
Kansas City Southern (KSU) 0.51 127801 NEW 85.76 103.35
Facebook Inc cl a 0.49 73895 +166.00% 142.05 0.00
Gap (GPS) 0.45 402927 NEW 24.29 22.48
Southwest Airlines (LUV) 0.39 156206 +107.00% 53.76 62.01
Belmond 0.36 636771 +42.00% 12.10 0.00
Louisiana-Pacific Corporation (LPX) 0.32 276194 NEW 24.82 24.40
Vale (VALE) 0.31 695103 -14.00% 9.50 8.72
Direxion Shs Etf Tr daily jr gold mi 0.31 1.03M -3.00% 6.46 0.00
Star Bulk Carriers Corp shs par 0.31 558800 NEW 11.88 0.00
GOLAR LNG Limited Com 0.29 224771 NEW 27.93 0.00
Brinker International (EAT) 0.16 77873 NEW 43.96 38.13
Hldgs Inc 0.15 44996 +5.00% 70.65 0.00
Taseko Cad Com 0.14 2.28M +220.00% 1.32 0.00
RPC (RES) 0.09 100000 -33.00% 18.31 20.15
Copa Holdings Sa-class A 0.08 14548 +55.00% 112.25 0.00
Suncor Energy Inc New 0.07 50000 -92.00% 30.76 0.00
A. O. Smith Corporation (AOS) 0.06 24098 +5.00% 51.17 56.50
Extended Stay America 0.05 69245 +39.00% 15.94 0.00
Lan Airlines Sa- Adr stock 0.04 73786 +7.00% 12.67 0.00
JetBlue Airways Corporation (JBLU) 0.02 25519 NEW 20.61 22.96

Past 13F-HR SEC Filings for Impala Asset Management