0001172661-20-001399.txt : 20200515 0001172661-20-001399.hdr.sgml : 20200515 20200515162140 ACCESSION NUMBER: 0001172661-20-001399 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 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: 20885652 BUSINESS ADDRESS: STREET 1: 324 ROYAL PALM WAY STREET 2: 3RD FLOOR CITY: PALM BEACH STATE: FL ZIP: 33480 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 03-31-2020 03-31-2020 false Impala Asset Management LLC
107 Cherry Street New Canaan CT 06840
13F HOLDINGS REPORT 028-11248 N
Tom Sullivan CFO 203-972-4155 /s/ Tom Sullivan New Canaan CT 05-15-2020 0 28 743304
INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 2047 1050 SH SOLE 1050 0 0 ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 7935 309123 SH SOLE 309123 0 0 CEDAR FAIR L P DEPOSITRY UNIT 150185106 1136 61956 SH SOLE 61956 0 0 CSX CORP COM 126408103 29027 506573 SH SOLE 506573 0 0 EAGLE MATERIALS INC COM 26969P108 1501 25692 SH SOLE 25692 0 0 FEDEX CORP COM 31428X106 1940 16000 SH SOLE 16000 0 0 FREEPORT-MCMORAN INC CL B 35671D857 8809 1305100 SH Call SOLE 1305100 0 0 HARLEY DAVIDSON INC COM 412822108 50223 2653116 SH SOLE 2653116 0 0 HARLEY DAVIDSON INC COM 412822108 10998 581000 SH Call SOLE 581000 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 63739 501174 SH SOLE 501174 0 0 KB HOME COM 48666K109 19636 1084864 SH SOLE 1084864 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 32650 995398 SH SOLE 995398 0 0 LOUISIANA PAC CORP COM 546347105 54037 3145329 SH SOLE 3145329 0 0 MASTERCARD INC CL A 57636Q104 3482 14413 SH SOLE 14413 0 0 MICROSOFT CORP COM 594918104 52017 329828 SH SOLE 329828 0 0 NVR INC COM 62944T105 77333 30101 SH SOLE 30101 0 0 PACCAR INC COM 693718108 32658 534239 SH SOLE 534239 0 0 QUALCOMM INC COM 747525103 52224 771968 SH SOLE 771968 0 0 RIO TINTO PLC SPONSORED ADR 767204100 68196 1496830 SH SOLE 1496830 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 32761 2612500 SH SOLE 2612500 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 22079 3914744 SH SOLE 3914744 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 25957 218840 SH SOLE 218840 0 0 TARGET CORP COM 87612E106 33204 357146 SH SOLE 357146 0 0 TECK COMINCO LTD A SHARES CL A 878742303 751 76008 SH SOLE 76008 0 0 TECK RESOURCES LTD CL B 878742204 29535 3906680 SH SOLE 3906680 0 0 UNIFI INC COM NEW 904677200 18933 1639240 SH SOLE 1639240 0 0 VULCAN MATLS CO COM 929160109 8329 77069 SH SOLE 77069 0 0 WYNN RESORTS LTD COM 983134107 2167 36005 SH SOLE 36005 0 0