0001104659-24-061724.txt : 20240515
0001104659-24-061724.hdr.sgml : 20240515
20240515112454
ACCESSION NUMBER: 0001104659-24-061724
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Impala Asset Management LLC
CENTRAL INDEX KEY: 0001317679
ORGANIZATION NAME:
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: 24948347
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
03-31-2024
03-31-2024
false
Impala Asset Management LLC
324 Royal Palm Way
3rd Floor
Palm Beach
FL
33480
13F HOLDINGS REPORT
028-11248
28-11248
N
Tom Sullivan
CFO
203-972-4155
/s/ Tom Sullivan
New Canaan
CT
05-15-2024
0
18
110938661
INFORMATION TABLE
2
infotable.xml
ALCOA CORP
COM
013872106
4375805
129500
SH
SOLE
0
0
0
AGNICO EAGLE MINES LTD
COM
008474108
1193000
20000
SH
SOLE
0
0
0
BUCKLE INC
COM
118440106
8054000
200000
SH
SOLE
0
0
0
CENTURY ALUM CO
COM
156431108
10849950
705000
SH
SOLE
0
0
0
CINEMARK HLDGS INC
COM
17243V102
1886850
105000
SH
SOLE
0
0
0
DELTA AIR LINES INC DEL COM NEW
COM NEW
247361702
5559047
116128
SH
SOLE
0
0
0
DEVON ENERGY CORP NEW
COM
25179M103
5519800
110000
SH
SOLE
0
0
0
ERO COPPER CORP
COM
296006109
38733557
2008000
SH
SOLE
0
0
0
GENERAL MTRS CO
COM
37045V100
3174500
70000
SH
SOLE
0
0
0
DIREXION SHS ETF TR OIL GAS BL 2X SH
OIL GAS BL 2X SH
25460G500
5741400
140000
SH
SOLE
0
0
0
HARLEY DAVIDSON INC
COM
412822108
3936600
90000
SH
SOLE
0
0
0
KIRBY CORP
COM
497266106
2383000
25000
SH
SOLE
0
0
0
LIBERTY ENERGY INC COM CL A
COM CL A
53115L104
3936800
190000
SH
SOLE
0
0
0
MARATHON OIL CORP
COM
565849106
2125500
75000
SH
SOLE
0
0
0
NEW GOLD INC CDA
COM
644535106
1700000
1000000
SH
SOLE
0
0
0
OSISKO GOLD ROYALTIES LTD
COM
68827L101
1805854
110000
SH
SOLE
0
0
0
RIO TINTO PLC SPONSORED ADR
SPONSORED ADR
767204100
4780500
75000
SH
SOLE
0
0
0
WEST FRASER TIMBER CO LTD
COM
952845105
5182498
60000
SH
SOLE
0
0
0