0001172661-14-001734.txt : 20141113 0001172661-14-001734.hdr.sgml : 20141113 20141113143018 ACCESSION NUMBER: 0001172661-14-001734 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141113 DATE AS OF CHANGE: 20141113 EFFECTIVENESS DATE: 20141113 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: 141217840 BUSINESS ADDRESS: STREET 1: 107 CHERRY STREET CITY: NEW CANAAN STATE: CT ZIP: 06840 BUSINESS PHONE: (203) 972-4155 MAIL ADDRESS: STREET 1: 107 CHERRY STREET CITY: NEW CANAAN STATE: CT ZIP: 06840 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001317679 XXXXXXXX 09-30-2014 09-30-2014 false Impala Asset Management LLC

107 Cherry Street New Canaan CT 06840

13F HOLDINGS REPORT 028-11248 N Tom Sullivan 203-972-4155 /s/ Tom Sullivan New Canaan CT 11-13-2014 0 62 2660357 INFORMATION TABLE 2 infotable.xml ALLIANCE RES PARTNER L P UT LTD PART 01877R108 67181 1568184 SH SOLE 1568184 0 0 APPLE INC COM 037833100 36226 359559 SH SOLE 359559 0 0 BOEING CO COM 097023105 43685 342954 SH SOLE 342954 0 0 BRUNSWICK CORP COM 117043109 1480 35132 SH SOLE 35132 0 0 CARBO CERAMICS INC COM 140781105 201 3400 SH SOLE 3400 0 0 CHURCH & DWIGHT INC COM 171340102 935 13333 SH SOLE 13333 0 0 COACH INC COM 189754104 206 5793 SH SOLE 5793 0 0 CONSTELLATION BRANDS INC CL A 21036P108 2631 30185 SH SOLE 30185 0 0 CON-WAY INC COM 205944101 7579 159548 SH SOLE 159548 0 0 COSTCO WHSL CORP NEW COM 22160K105 1880 14999 SH SOLE 14999 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 60606 1676509 SH SOLE 1676509 0 0 DISNEY WALT CO COM DISNEY 254687106 685 7697 SH SOLE 7697 0 0 FEDEX CORP COM 31428X106 38164 236385 SH SOLE 236385 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 19985 140620 SH SOLE 140620 0 0 FLOWSERVE CORP COM 34354P105 42317 600064 SH SOLE 600064 0 0 FLUOR CORP NEW COM 343412102 118415 1772952 SH SOLE 1772952 0 0 FORESIGHT ENERGY LP COM UNT RP INT 34552U104 27850 1525175 SH SOLE 1525175 0 0 GEEKNET INC COM NEW 36846Q203 4185 450000 SH SOLE 450000 0 0 GENERAL DYNAMICS CORP COM 369550108 711 5596 SH SOLE 5596 0 0 GENERAL MTRS CO COM 37045V100 23664 740876 SH SOLE 740876 0 0 H & E EQUIPMENT SERVICES INC COM 404030108 3000 74467 SH SOLE 74467 0 0 HANESBRANDS INC COM 410345102 31772 295715 SH SOLE 295715 0 0 HARLEY DAVIDSON INC COM 412822108 81633 1402635 SH SOLE 1402635 0 0 HELMERICH & PAYNE INC COM 423452101 71673 732329 SH SOLE 732329 0 0 INTEL CORP COM 458140100 8148 234000 SH SOLE 234000 0 0 INTREPID POTASH INC COM 46121Y102 17812 1152875 SH SOLE 1152875 0 0 ISHARES US HOME CONS ETF 464288752 65745 2923300 SH Call SOLE 2923300 0 0 KIRBY CORP COM 497266106 31146 264288 SH SOLE 264288 0 0 KROGER CO COM 501044101 748 14388 SH SOLE 14388 0 0 LENNAR CORP CL A 526057104 146018 3760452 SH SOLE 3760452 0 0 LENNAR CORP CL A 526057104 9230 237700 SH Call SOLE 237700 0 0 LOUISIANA PAC CORP COM 546347105 77070 5671078 SH SOLE 5671078 0 0 LYON WILLIAM HOMES CL A NEW 552074700 27448 1241970 SH SOLE 1241970 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 73914 680229 SH SOLE 680229 0 0 MACYS INC COM 55616P104 93842 1612961 SH SOLE 1612961 0 0 MADDEN STEVEN LTD COM 556269108 22805 707562 SH SOLE 707562 0 0 MARATHON PETE CORP COM 56585A102 68792 812469 SH SOLE 812469 0 0 MARINEMAX INC COM 567908108 6193 367562 SH SOLE 367562 0 0 MARRIOTT INTL INC NEW CL A 571903202 3221 46084 SH SOLE 46084 0 0 METHANEX CORP COM 59151K108 49252 737300 SH SOLE 737300 0 0 MOBILEYE N V AMSTELVEEN ORD SHS N51488117 12698 236950 SH SOLE 236950 0 0 NOW INC COM 67011P100 30523 1003706 SH SOLE 1003706 0 0 NVR INC COM 62944T105 266421 235767 SH SOLE 235767 0 0 NXP SEMICONDUCTORS N V COM N6596X109 50870 743387 SH SOLE 743387 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 81046 842915 SH SOLE 842915 0 0 POLARIS INDS INC COM 731068102 1688 11269 SH SOLE 11269 0 0 POTASH CORP SASK INC COM 73755L107 41279 1194403 SH SOLE 1194403 0 0 PRICELINE GRP INC COM NEW 741503403 1273 1099 SH SOLE 1099 0 0 RIO TINTO PLC SPONSORED ADR 767204100 723 14700 SH SOLE 14700 0 0 ROCKWELL AUTOMATION INC COM 773903109 48259 439199 SH SOLE 439199 0 0 RYDER SYS INC COM 783549108 105011 1167174 SH SOLE 1167174 0 0 RYLAND GROUP INC COM 783764103 134587 4048934 SH SOLE 4048934 0 0 RYLAND GROUP INC COM 783764103 6522 196200 SH Call SOLE 196200 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4034 20476 SH SOLE 20476 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 52443 2273214 SH SOLE 2273214 0 0 TRINITY INDS INC COM 896522109 99982 2140022 SH SOLE 2140022 0 0 UNIFI INC COM NEW 904677200 26590 1026640 SH SOLE 1026640 0 0 UNION PAC CORP COM 907818108 66425 612665 SH SOLE 612665 0 0 UNITED CONTL HLDGS INC COM 910047109 140811 3009425 SH SOLE 3009425 0 0 WESTLAKE CHEM CORP COM 960413102 53195 614331 SH SOLE 614331 0 0 WEYERHAEUSER CO COM 962166104 46237 1451241 SH SOLE 1451241 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 1692 20824 SH SOLE 20824 0 0