Impala Asset Management

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

Impala Asset Management portfolio companies for September 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Teck Resources Ltd cl b 14.67 12.33M +31.00% 18.03 0.00
NVR (NVR) 14.01 129500 +3.00% 1639.87 1330.70
Rio Tinto (RIO) 7.40 3.36M +29.00% 33.40 42.40
Swift Transportation Company (SWFT) 5.23 3.69M -15.00% 21.47 27.91
Fluor Corporation (FLR) 4.54 1.34M +96.00% 51.32 57.12
Harley-Davidson (HOG) 4.30 1.24M -33.00% 52.59 62.41
Newmont Mining Corporation (NEM) 4.12 1.59M -18.00% 39.29 21.67
Kansas City Southern (KSU) 3.34 541906 -7.00% 93.32 113.81
FedEx Corporation (FDX) 3.32 287995 +39.00% 174.68 170.82
Take-Two Interactive Software (TTWO) 3.20 1.07M -6.00% 45.08 24.53
United States Steel Corporation (X) 3.10 2.49M -12.00% 18.86 22.23
Newfield Exploration (NFX) 2.31 807276 +4.00% 43.46 31.37
Unifi 2.31 1.19M 29.43 0.00
Calatlantic 2.23 1.01M -57.00% 33.44 0.00
Carnival Corporation (CCL) 2.09 649512 +1808.00% 48.82 43.98
CSX Corporation (CSX) 1.77 881144 NEW 30.50 33.62
Continental Resources (CLR) 1.73 505509 -44.00% 51.96 43.64
Trinseo S A shs 1.72 461815 +158.00% 56.56 0.00
Hess (HES) 1.60 451517 NEW 53.62 69.52
MarineMax (HZO) 1.56 1.13M -25.00% 20.95 25.59
Devon Energy Corporation (DVN) 1.40 482813 +7.00% 44.11 57.71
D.R. Horton (DHI) 1.29 647787 NEW 30.20 25.87
Brunswick Corporation (BC) 1.25 388752 -28.00% 48.78 52.20
SPDR KBW Bank (KBE) 1.25 567300 NEW 33.38 33.12
Wabtec Corporation (WAB) 1.05 194973 -15.00% 81.65 91.75
iShares MSCI Turkey Index Fund (TUR) 0.71 283660 NEW 37.86 44.37
TJX Companies (TJX) 0.64 128993 -25.00% 74.78 67.66
Schlumberger (SLB) 0.60 116072 -60.00% 78.64 81.67
EOG Resources (EOG) 0.52 81929 +38.00% 96.71 86.44
Alliance Resource Partners (ARLP) 0.52 354769 +180.00% 22.18 35.34
Delta Air Lines (DAL) 0.47 179719 -50.00% 39.36 44.19
CBS Corporation (CBS) 0.46 128573 +6.00% 54.74 59.57
Parker-Hannifin Corporation (PH) 0.45 53895 -63.00% 125.52 116.44
Louisiana-Pacific Corporation (LPX) 0.45 360836 -17.00% 18.83 15.66
Suncor Energy 0.42 226928 NEW 27.79 0.00
Coach (COH) 0.40 164452 +30.00% 36.56 40.63
Belmond 0.37 445419 12.71 0.00
Tesoro Corporation (TSO) 0.35 67332 NEW 79.56 86.12
Caterpillar (CAT) 0.33 56732 NEW 88.77 79.57
Barclays (BCS) 0.31 532581 NEW 8.69 15.15
Activision Blizzard (ATVI) 0.31 107044 -52.00% 44.30 22.67
Century Aluminum Company (CENX) 0.26 566100 NEW 6.95 15.15
Amazon (AMZN) 0.24 4353 NEW 837.35 372.62
Pepsi (PEP) 0.21 28600 NEW 108.78 93.96
Advanced Micro Devices (AMD) 0.21 471237 -39.00% 6.91 2.92
Occidental Petroleum Corporation (OXY) 0.20 41516 -35.00% 72.91 74.23
NVIDIA Corporation (NVDA) 0.17 38540 -94.00% 68.53 22.93
Cloud Peak Energy 0.15 413764 NEW 5.44 0.00
O'reilly Automotive 0.13 7200 NEW 280.14 0.00
Norfolk Southern (NSC) 0.12 18002 NEW 97.04 108.18
Kirby Corporation (KEX) 0.11 26000 -94.00% 62.15 74.55
A. O. Smith Corporation (AOS) 0.07 11419 -4.00% 98.78 62.81
Lan Airlines Sa- Adr stock 0.04 69528 +140.00% 8.13 0.00

Past 13F-HR SEC Filings for Impala Asset Management