0001172661-14-000438.txt : 20140213 0001172661-14-000438.hdr.sgml : 20140213 20140213161210 ACCESSION NUMBER: 0001172661-14-000438 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140213 DATE AS OF CHANGE: 20140213 EFFECTIVENESS DATE: 20140213 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: 14606215 BUSINESS ADDRESS: STREET 1: 134 MAIN STREET CITY: NEW CANAAN STATE: CT ZIP: 06840 BUSINESS PHONE: (203) 972-4155 MAIL ADDRESS: STREET 1: 134 MAIN STREET CITY: NEW CANAAN STATE: CT ZIP: 06840 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001317679 XXXXXXXX 12-31-2013 12-31-2013 false Impala Asset Management LLC

134 Main Street New Canaan CT 06840

13F HOLDINGS REPORT 028-11248 N Tom Sullivan 203-972-4155 /s/ Tom Sullivan New Canaan CT 02-13-2014 0 71 2213456 INFORMATION TABLE 2 infotable.xml AGNICO EAGLE MINES LTD COM 008474108 36155 1370534 SH SOLE 1370534 0 0 ALASKA AIR GROUP INC COM 011659109 17049 232374 SH SOLE 232374 0 0 ALLIANCE RES PARTNER L P UT LTD PART 01877R108 27055 351368 SH SOLE 351368 0 0 APPLE INC COM 037833100 13077 23309 SH SOLE 23309 0 0 ARCTIC CAT INC COM 039670104 10246 179825 SH SOLE 179825 0 0 BALL CORP COM 058498106 19896 385128 SH SOLE 385128 0 0 BARRICK GOLD CORP COM 067901108 7505 425700 SH Call SOLE 425700 0 0 BOEING CO COM 097023105 60919 446328 SH SOLE 446328 0 0 BRUNSWICK CORP COM 117043109 27453 596028 SH SOLE 596028 0 0 BUNGE LIMITED COM G16962105 24139 293989 SH SOLE 293989 0 0 CALAMP CORP COM 128126109 7157 255864 SH SOLE 255864 0 0 CARBO CERAMICS INC COM 140781105 49522 424974 SH SOLE 424974 0 0 CATERPILLAR INC DEL COM 149123101 22365 246288 SH SOLE 246288 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 43404 2411355 SH SOLE 2411355 0 0 CONSTELLATION BRANDS INC CL A 21036P108 255 3624 SH SOLE 3624 0 0 COPA HOLDINGS SA CL A P31076105 238 1484 SH SOLE 1484 0 0 COSTCO WHSL CORP NEW COM 22160K105 332 2786 SH SOLE 2786 0 0 CSX CORP COM 126408103 30680 1066377 SH SOLE 1066377 0 0 CVR REFNG LP COMUNIT REP LT 12663P107 2296 101506 SH SOLE 101506 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 155558 5662827 SH SOLE 5662827 0 0 DIANA SHIPPING INC COM Y2066G104 10881 818757 SH SOLE 818757 0 0 EASTMAN CHEM CO COM 277432100 107204 1328427 SH SOLE 1328427 0 0 FLEETMATICS GROUP PLC COM G35569105 2922 67554 SH SOLE 67554 0 0 FLOWSERVE CORP COM 34354P105 15766 200000 SH SOLE 200000 0 0 FLUOR CORP NEW COM 343412102 80338 1000594 SH SOLE 1000594 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 3103 201113 SH SOLE 201113 0 0 FRANKS INTL N V COM N33462107 6093 225676 SH SOLE 225676 0 0 GENERAL DYNAMICS CORP COM 369550108 18274 191254 SH SOLE 191254 0 0 GOOGLE INC CL A 38259P508 436 389 SH SOLE 389 0 0 HALLIBURTON CO COM 406216101 17122 337388 SH SOLE 337388 0 0 HARLEY DAVIDSON INC COM 412822108 92318 1333308 SH SOLE 1333308 0 0 HELMERICH & PAYNE INC COM 423452101 108767 1293619 SH SOLE 1293619 0 0 HUNT J B TRANS SVCS INC COM 445658107 239 3095 SH SOLE 3095 0 0 HYSTER YALE MATLS HANDLING I CL A 449172105 21912 235203 SH SOLE 235203 0 0 INTL PAPER CO COM 460146103 77417 1578975 SH SOLE 1578975 0 0 LA Z BOY INC COM 505336107 10242 330388 SH SOLE 330388 0 0 LAS VEGAS SANDS CORP COM 517834107 21521 272864 SH SOLE 272864 0 0 LYON WILLIAM HOMES CL A NEW 552074700 27541 1243940 SH SOLE 1243940 0 0 MACYS INC COM 55616P104 128899 2413837 SH SOLE 2413837 0 0 MADDEN STEVEN LTD COM 556269108 51770 1414863 SH SOLE 1414863 0 0 MANITEX INTL INC COM 563420108 4514 284265 SH SOLE 284265 0 0 MARATHON PETE CORP COM 56585A102 30865 336476 SH SOLE 336476 0 0 MARINEMAX INC COM 567908108 18428 1145993 SH SOLE 1145993 0 0 NAVIOS MARITIME HOLDINGS INC COM Y62196103 11798 1057202 SH SOLE 1057202 0 0 NVR INC COM 62944T105 178572 174045 SH SOLE 174045 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 78910 829755 SH SOLE 829755 0 0 PARKER HANNIFIN CORP COM 701094104 211 1640 SH SOLE 1640 0 0 POLARIS INDS INC COM 731068102 424 2908 SH SOLE 2908 0 0 POTASH CORP SASK INC COM 73755L107 24444 741615 SH SOLE 741615 0 0 PPG INDS INC COM 693506107 30735 162055 SH SOLE 162055 0 0 PRICELINE COM INC COM NEW 741503403 453 390 SH SOLE 390 0 0 QUALCOMM INC COM 747525103 23765 320073 SH SOLE 320073 0 0 ROCKWELL AUTOMATION INC COM 773903109 23728 200812 SH SOLE 200812 0 0 RYDER SYS INC COM 783549108 36885 499927 SH SOLE 499927 0 0 RYLAND GROUP INC COM 783764103 36823 848259 SH SOLE 848259 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5319 28801 SH SOLE 28801 0 0 SPDR SERIES TRUST S&P METALS MNG 78464A755 37729 896600 SH Call SOLE 896600 0 0 STARBUCKS CORP COM 855244109 268 3425 SH SOLE 3425 0 0 SWIFT TRANSN CO CL A 87074U101 4465 201051 SH SOLE 201051 0 0 SYMANTEC CORP COM 871503108 6064 257165 SH SOLE 257165 0 0 SYMANTEC CORP COM 871503108 9432 400000 SH Call SOLE 400000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 45593 2624836 SH SOLE 2624836 0 0 TJX COS INC NEW COM 872540109 16122 252975 SH SOLE 252975 0 0 TRINITY INDS INC COM 896522109 21563 395501 SH SOLE 395501 0 0 UNDER ARMOUR INC CL A 904311107 210 2400 SH SOLE 2400 0 0 UNIFI INC COM NEW 904677200 30419 1116715 SH SOLE 1116715 0 0 UNION PAC CORP COM 907818108 52615 313183 SH SOLE 313183 0 0 UNITED TECHNOLOGIES CORP COM 913017109 215 1885 SH SOLE 1885 0 0 WESTLAKE CHEM CORP COM 960413102 3194 26163 SH SOLE 26163 0 0 WEYERHAEUSER CO COM 962166104 107721 3412126 SH SOLE 3412126 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 13906 188713 SH SOLE 188713 0 0