0001104659-23-118615.txt : 20231115 0001104659-23-118615.hdr.sgml : 20231115 20231115144456 ACCESSION NUMBER: 0001104659-23-118615 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231115 DATE AS OF CHANGE: 20231115 EFFECTIVENESS DATE: 20231115 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: 231410075 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 09-30-2023 09-30-2023 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 Palm Beach FL 11-15-2023 0 18 114464712
INFORMATION TABLE 2 infotable.xml ARCBEST CORP COM 03937C105 2510755 24700 SH SOLE 0 0 0 ARCH RESOURCES INC CL A 03940R107 5546450 32500 SH SOLE 0 0 0 BUCKLE INC/THE COM 118440106 15912472 476564 SH SOLE 0 0 0 CEDAR FAIR LP DEPOSITORY UNIT 150185106 14024480 379040 SH SOLE 0 0 0 CINEMARK HOLDINGS INC COM 17243V102 10551250 575000 SH SOLE 0 0 0 DIREXION DLY S&P 500 BULL 3X DRX S&P500BULL 25459W862 1564000 20000 SH SOLE 0 0 0 ERO COPPER CORP COM 296006109 31661432 1836510 SH SOLE 0 0 0 HARLEY-DAVIDSON INC COM 412822108 2251386 68100 SH SOLE 0 0 0 HESS CORRP COM 42809H107 3136500 20500 SH SOLE 0 0 0 ISHARES 20 PLUS YEAR TREASURY 20 YR TR BD ETF 464287432 2305940 26000 SH SOLE 0 0 0 LIBERTY ENERGY INC COM CL A 53115L104 5852320 316000 SH SOLE 0 0 0 MACY'S INC COM CL A 55616P104 928800 80000 SH SOLE 0 0 0 MARATHON OIL CORP COM 565849106 2942500 110000 SH SOLE 0 0 0 NVIDIA CORP COM 67066G104 608986 1400 SH SOLE 0 0 0 TECK RESOURCES LTD-CLS A CL A 878742303 5597391 129900 SH SOLE 0 0 0 TECK RESOURCES LTD-CLS B CL B 878742204 6248050 145000 SH SOLE 0 0 0 UNIFI INC COM NEW 904677200 142000 20000 SH SOLE 0 0 0 VALE SA-SP ADR SPONSORED ADS 91912E105 2680000 200000 SH SOLE 0 0 0