0001104659-23-061785.txt : 20230517 0001104659-23-061785.hdr.sgml : 20230517 20230517145656 ACCESSION NUMBER: 0001104659-23-061785 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230517 DATE AS OF CHANGE: 20230517 EFFECTIVENESS DATE: 20230517 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: 23931270 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: 324 ROYAL PALM WAY STREET 2: 3RD FLOOR CITY: PALM BEACH STATE: FL ZIP: 33480 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001317679 XXXXXXXX 03-31-2023 03-31-2023 false Impala Asset Management LLC
324 Royal Palm Way 3RD FLOOR Palm Beach FL 33480
13F HOLDINGS REPORT 028-11248 N
Tom Sullivan CFO 203-972-4155 /s/ Tom Sullivan Norwalk CT 05-17-2023 0 20 117082173
INFORMATION TABLE 2 infotable.xml ARCBEST CORP COM 03937C105 7948120 86000 SH SOLE 0 0 0 ARCH RESOURCES INC CL A CL A 03940R107 4469640 34000 SH SOLE 0 0 0 ALASKA AIR GROUP COM 011659109 2098000 50000 SH SOLE 0 0 0 BUCKLE INC COM 118440106 7138000 200000 SH SOLE 0 0 0 CEDAR FAIR L P DEPOSITRY UNIT DEPOSITRY UNIT 150185106 8224200 180000 SH SOLE 0 0 0 CINEMARK HLDGS INC COM 17243V102 5916000 400000 SH SOLE 0 0 0 DIAMONDBACK ENERGY COM 25278X109 3379250 25000 SH SOLE 0 0 0 ERO COPPER CORP COM 296006109 20090732 1135800 SH SOLE 0 0 0 EXPEDIA GROUP INC COM NEW COM NEW 30212P303 6792100 70000 SH SOLE 0 0 0 HILTON GRAND VCATIONS INC COM 43283X105 1777200 40000 SH SOLE 0 0 0 LIBERTY ENERGY INC COM CL A 53115L104 2241750 175000 SH SOLE 0 0 0 DIREXION SHS ETF TR OIL GAS BL 2X SH OIL GAS BL 2X SH 25460G500 2397330 19500 SH SOLE 0 0 0 HESS CORP COM 42809H107 9263800 70000 SH SOLE 0 0 0 HARLEY DAVIDSON INC COM 412822108 11391000 300000 SH SOLE 0 0 0 MICROSOFT CORP COM 594918104 3747900 13000 SH SOLE 0 0 0 SEAWORLD ENTMT INC COM 81282V100 1287510 21000 SH SOLE 0 0 0 TECK RESOURCES LTD CL B CL B 878742204 6570000 180000 SH SOLE 0 0 0 TECK RESOURCES LTD CL A CL A 878742303 6581261 111200 SH SOLE 0 0 0 UNIFI INC COM NEW COM NEW 904677200 1094780 134000 SH SOLE 0 0 0 VAIL RESORTS INC COM 91879Q109 4673600 20000 SH SOLE 0 0 0