-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, KsYYTeGtQdyWx5EjcN0S0Z8QWl2zhmDNU73QqkSNKr6n4kHcAD0cvNmxuuO6Tm1k u33sdKT4e0sVkP8BJtOaUw== 0001172661-09-000299.txt : 20090213 0001172661-09-000299.hdr.sgml : 20090213 20090213170527 ACCESSION NUMBER: 0001172661-09-000299 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20081231 FILED AS OF DATE: 20090213 DATE AS OF CHANGE: 20090213 EFFECTIVENESS DATE: 20090213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Impala Asset Management LLC CENTRAL INDEX KEY: 0001317679 IRS NUMBER: 412118667 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11248 FILM NUMBER: 09605012 BUSINESS ADDRESS: STREET 1: 134 MAIN STREET CITY: NEW CANAAN STATE: CT ZIP: 06840 BUSINESS PHONE: (203) 972-4155 MAIL ADDRESS: STREET 1: 134 MAIN STREET CITY: NEW CANAAN STATE: CT ZIP: 06840 13F-HR 1 imp4q08.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2008 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Impala Asset Management LLC Address: 134 Main St New Canaan, CT 06840 13F File Number: 28-11248 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Tom Sullivan Title: CFO Phone: 203-972-4155 Signature, Place, and Date of Signing: /s/ Tom Sullivan New Canaan, CT/USA February 13, 2009 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 51 Form13F Information Table Value Total: $1,290,330 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACUITY BRANDS INC COM 00508Y102 5516 158000 SH SOLE 158000 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5616 600000 SH SOLE 600000 0 0 ARKANSAS BEST CORP DEL COM 040790107 23872 792837 SH SOLE 792837 0 0 ARMSTRONG WORLD INDS INC NEW COM 04247X102 859 39747 SH SOLE 39747 0 0 ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 3370 178291 SH SOLE 178291 0 0 BALL CORP COM 058498106 24991 600900 SH SOLE 600900 0 0 BLACK & DECKER CORP COM 091797100 32713 782412 SH SOLE 782412 0 0 BOISE INC COM 09746Y105 1527 3551099 SH SOLE 3551099 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 9999 181702 SH SOLE 181702 0 0 CAL MAINE FOODS INC COM NEW 128030202 10453 364210 SH SOLE 364210 0 0 CAMECO CORP COM 13321L108 12075 700000 SH SOLE 700000 0 0 CANADIAN NATL RY CO COM 136375102 22352 608052 SH SOLE 608052 0 0 CARNIVAL CORP PAIRED CTF 143658300 22880 940800 SH SOLE 940800 0 0 CEDAR FAIR L P DEPOSITRY UNIT 150185106 1963 156663 SH SOLE 156663 0 0 CON-WAY INC COM 205944101 20938 787156 SH SOLE 787156 0 0 COPA HOLDINGS SA CL A P31076105 17437 575105 SH SOLE 575105 0 0 CSX CORP COM 126408103 481 14800 SH SOLE 14800 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 102584 8951507 SH SOLE 8951507 0 0 DOMINOS PIZZA INC COM 25754A201 262 55700 SH SOLE 55700 0 0 EXPEDITORS INTL WASH INC COM 302130109 36262 1089938 SH SOLE 1089938 0 0 FIRST SOLAR INC COM 336433107 4054 29388 SH SOLE 29388 0 0 FREIGHTCAR AMER INC COM 357023100 7476 409185 SH SOLE 409185 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 40301 6750613 SH SOLE 6750613 0 0 HARLEY DAVIDSON INC COM 412822108 53729 3166096 SH SOLE 3166096 0 0 HONEYWELL INTL INC COM 438516106 37689 1148000 SH SOLE 1148000 0 0 HUNT J B TRANS SVCS INC COM 445658107 141520 5387136 SH SOLE 5387136 0 0 ITRON INC COM 465741106 42794 671382 SH SOLE 671382 0 0 LUBRIZOL CORP COM 549271104 88937 2443989 SH SOLE 2443989 0 0 MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 24563 725000 SH SOLE 725000 0 0 MICRON TECHNOLOGY INC COM 595112103 7656 2900000 SH SOLE 2900000 0 0 MOHAWK INDS INC COM 608190104 25519 593870 SH SOLE 593870 0 0 NUCOR CORP COM 670346105 9185 198800 SH SOLE 198800 0 0 NVR INC COM 62944T105 43635 95638 SH SOLE 95638 0 0 PACKAGING CORP AMER COM 695156109 4038 300000 SH SOLE 300000 0 0 PPG INDS INC COM 693506107 22064 520000 SH SOLE 520000 0 0 PRICELINE COM INC COM NEW 741503403 401 5440 SH SOLE 5440 0 0 PULTE HOMES INC COM 745867101 10930 1000000 SH SOLE 1000000 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 3781 275000 SH SOLE 275000 0 0 RYDER SYS INC COM 783549108 17900 461584 SH SOLE 461584 0 0 SHERWIN WILLIAMS CO COM 824348106 84765 1418669 SH SOLE 1418669 0 0 SUNPOWER CORP COM CL B 867652307 19887 653331 SH SOLE 653331 0 0 TRINITY INDS INC COM 896522109 23449 1487879 SH SOLE 1487879 0 0 U S AIRWAYS GROUP INC COM 90341W108 52710 6818903 SH SOLE 6818903 0 0 UAL CORP COM NEW 902549807 54682 4962031 SH SOLE 4962031 0 0 UTI WORLDWIDE INC ORD G87210103 21173 1476522 SH SOLE 1476522 0 0 WEYERHAEUSER CO COM 962166104 45000 1470109 SH SOLE 1470109 0 0 WHIRLPOOL CORP COM 963320106 28349 685586 SH SOLE 685586 0 0 WORLD FUEL SVCS CORP COM 981475106 4905 132557 SH SOLE 132557 0 0 WRIGHT EXPRESS CORP COM 98233Q105 5758 457015 SH SOLE 457015 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 276 42105 SH SOLE 42105 0 0 XTO ENERGY INC COM 98385X106 7054 200000 SH SOLE 200000 0 0
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