Impala Asset Management

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

Impala Asset Management portfolio companies for December 2015 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
NVR (NVR) 19.26 174723 -23.00% 1643.07 1330.70
Calatlantic 7.59 2.98M NEW 37.92 0.00
Hldgs 6.51 1.69M +24.00% 57.30 0.00
Harley-Davidson (HOG) 4.92 1.62M +343.00% 45.39 62.41
Industries N shs - a - 4.80 824235 +2536.00% 86.90 0.00
Swift Transportation Company (SWFT) 4.42 4.76M NEW 13.82 27.91
Lowe's Companies (LOW) 4.21 825235 -3.00% 76.04 73.15
Delta Air Lines (DAL) 4.13 1.22M -11.00% 50.69 44.19
Mohawk Industries (MHK) 4.07 320387 NEW 189.39 179.34
Take-Two Interactive Software (TTWO) 4.02 1.72M -14.00% 34.84 24.53
Facebook Inc cl a 3.52 501273 +177.00% 104.66 0.00
Carnival Corporation (CCL) 3.22 882438 -31.00% 54.48 43.98
Marathon Petroleum 3.19 918631 NEW 51.84 0.00
Eagle Materials (EXP) 2.44 602329 -40.00% 60.43 81.98
Boeing Company (BA) 2.36 242882 NEW 144.59 152.38
Alphabet Inc Class C cs 2.21 43496 NEW 758.87 0.00
Unifi 2.17 1.15M +25.00% 28.15 0.00
PPG Industries (PPG) 1.68 253806 NEW 98.82 225.60
salesforce (CRM) 1.62 308922 NEW 78.40 64.26
Expeditors International of Washington (EXPD) 1.47 485566 NEW 45.10 47.74
MarineMax (HZO) 1.34 1.08M +105.00% 18.42 25.59
Kirby Corporation (KEX) 1.34 378800 NEW 52.62 74.55
Fluor Corporation (FLR) 1.30 410834 NEW 47.22 57.12
NVIDIA Corporation (NVDA) 1.17 526960 NEW 32.96 22.93
Starbucks Corporation (SBUX) 0.85 211590 +39.00% 60.03 92.23
Occidental Petroleum Corporation (OXY) 0.77 169637 +411.00% 67.61 74.23
CBS Corporation (CBS) 0.69 217600 NEW 47.13 59.57
Activision Blizzard (ATVI) 0.60 230980 NEW 38.71 22.67
Amazon (AMZN) 0.49 10825 NEW 675.94 372.62
Teck Resources Ltd cl b 0.40 1.56M NEW 3.86 0.00
Norfolk Southern (NSC) 0.36 64211 NEW 84.60 108.18
Louisiana-Pacific Corporation (LPX) 0.36 297835 -91.00% 18.01 15.66
Belmond 0.30 468838 +134.00% 9.50 0.00
Monro Muffler Brake (MNRO) 0.27 61832 NEW 66.23 62.59
Wynn Resorts (WYNN) 0.26 56898 NEW 69.19 128.14
Monster Beverage Corp Com stock 0.26 26447 +609.00% 148.98 0.00
Northrop Grumman Corporation (NOC) 0.24 18892 NEW 188.81 158.85
Brinker International (EAT) 0.20 62409 NEW 47.96 58.33
Skechers USA (SKX) 0.20 100575 NEW 30.21 67.44
Buffalo Wild Wings (BWLD) 0.20 18590 NEW 159.66 184.67
Baker Hughes Incorporated (BHI) 0.13 43456 NEW 46.14 59.73
Martin Marietta Materials (MLM) 0.12 12661 NEW 136.56 137.91
priceline.com Incorporated (PCLN) 0.10 1206 NEW 1275.29 1190.00
Euronet Worldwide (EEFT) 0.10 19996 NEW 72.41 53.73
Nxp Semiconductors N V 0.10 18088 -96.00% 84.25 0.00

Past 13F-HR SEC Filings for Impala Asset Management