0001172661-15-000416.txt : 20150213 0001172661-15-000416.hdr.sgml : 20150213 20150213161038 ACCESSION NUMBER: 0001172661-15-000416 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150213 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: 15614548 BUSINESS ADDRESS: STREET 1: 107 CHERRY STREET CITY: NEW CANAAN STATE: CT ZIP: 06840 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 12-31-2014 12-31-2014 false Impala Asset Management LLC

107 Cherry Street New Canaan CT 06840

13F HOLDINGS REPORT 028-11248 N Tom Sullivan 203-972-4155 /s/ Tom Sullivan New Canaan CT 02-13-2015 0 61 2499561 INFORMATION TABLE 2 infotable.xml ACTIVISION BLIZZARD INC COM 00507V109 17068 847067 SH SOLE 847067 0 0 ALLIANCE RES PARTNER L P UT LTD PART 01877R108 75170 1746119 SH SOLE 1746119 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 2474 46130 SH SOLE 46130 0 0 AMERICAN EXPRESS CO COM 025816109 21806 234369 SH SOLE 234369 0 0 APPLE INC COM 037833100 80940 733285 SH SOLE 733285 0 0 ARCBEST CORP COM 03937C105 5148 111017 SH SOLE 111017 0 0 BOEING CO COM 097023105 24776 190614 SH SOLE 190614 0 0 BRINKER INTL INC COM 109641100 2445 41656 SH SOLE 41656 0 0 BRUNSWICK CORP COM 117043109 23636 461093 SH SOLE 461093 0 0 CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 30667 512655 SH SOLE 512655 0 0 CANADIAN PAC RY LTD COM 13645T100 1457 7563 SH SOLE 7563 0 0 CARNIVAL CORP PAIRED CTF 143658300 81491 1797720 SH SOLE 1797720 0 0 CHURCH & DWIGHT INC COM 171340102 2951 37447 SH SOLE 37447 0 0 CONSTELLATION BRANDS INC CL A 21036P108 4136 42131 SH SOLE 42131 0 0 COSTCO WHSL CORP NEW COM 22160K105 5573 39316 SH SOLE 39316 0 0 CRACKER BARREL OLD CTRY STOR COM 22410J106 2732 19407 SH SOLE 19407 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 127261 2587125 SH SOLE 2587125 0 0 DISNEY WALT CO COM DISNEY 254687106 1011 10736 SH SOLE 10736 0 0 DSW INC CL A 23334L102 42470 1138614 SH SOLE 1138614 0 0 FEDEX CORP COM 31428X106 59898 344913 SH SOLE 344913 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 21851 146934 SH SOLE 146934 0 0 FLUOR CORP NEW COM 343412102 29914 493379 SH SOLE 493379 0 0 FORESIGHT ENERGY LP COM UNT RP INT 34552U104 20750 1230011 SH SOLE 1230011 0 0 GEEKNET INC COM NEW 36846Q203 3014 363968 SH SOLE 363968 0 0 GENERAL DYNAMICS CORP COM 369550108 2818 20474 SH SOLE 20474 0 0 HANESBRANDS INC COM 410345102 85174 763067 SH SOLE 763067 0 0 HARLEY DAVIDSON INC COM 412822108 109305 1658394 SH SOLE 1658394 0 0 KIRBY CORP COM 497266106 4717 58421 SH SOLE 58421 0 0 KROGER CO COM 501044101 3835 59724 SH SOLE 59724 0 0 LA Z BOY INC COM 505336107 14153 527315 SH SOLE 527315 0 0 LENNAR CORP CL A 526057104 30858 688640 SH SOLE 688640 0 0 LOUISIANA PAC CORP COM 546347105 137668 8313271 SH SOLE 8313271 0 0 LOWES COS INC COM 548661107 38573 560651 SH SOLE 560651 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1014 12767 SH SOLE 12767 0 0 MACYS INC COM 55616P104 110228 1676474 SH SOLE 1676474 0 0 MADDEN STEVEN LTD COM 556269108 7413 232882 SH SOLE 232882 0 0 MARATHON PETE CORP COM 56585A102 5354 59318 SH SOLE 59318 0 0 MARINEMAX INC COM 567908108 8029 400424 SH SOLE 400424 0 0 MARRIOTT INTL INC NEW CL A 571903202 38371 491742 SH SOLE 491742 0 0 NVR INC COM 62944T105 302331 237061 SH SOLE 237061 0 0 NXP SEMICONDUCTORS N V COM N6596X109 42243 552925 SH SOLE 552925 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 1876 23269 SH SOLE 23269 0 0 POLARIS INDS INC COM 731068102 2541 16804 SH SOLE 16804 0 0 POTASH CORP SASK INC COM 73755L107 39519 1118887 SH SOLE 1118887 0 0 PULTE GROUP INC COM 745867101 61964 2887410 SH SOLE 2887410 0 0 RALPH LAUREN CORP CL A 751212101 115221 622277 SH SOLE 622277 0 0 ROCKWELL AUTOMATION INC COM 773903109 975 8765 SH SOLE 8765 0 0 RYDER SYS INC COM 783549108 63748 686570 SH SOLE 686570 0 0 RYLAND GROUP INC COM 783764103 168583 4371966 SH SOLE 4371966 0 0 SKECHERS U S A INC CL A 830566105 36694 664149 SH SOLE 664149 0 0 SPDR SERIES TRUST S&P HOMEBUILD 78464A888 9717 284779 SH SOLE 284779 0 0 STARBUCKS CORP COM 855244109 2890 35225 SH SOLE 35225 0 0 SWIFT TRANSN CO CL A 87074U101 38594 1348031 SH SOLE 1348031 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 58456 2085492 SH SOLE 2085492 0 0 TOLL BROTHERS INC COM 889478103 20953 611400 SH SOLE 611400 0 0 UNIFI INC COM NEW 904677200 27126 912424 SH SOLE 912424 0 0 UNION PAC CORP COM 907818108 5578 46819 SH SOLE 46819 0 0 UNITED CONTL HLDGS INC COM 910047109 145585 2176491 SH SOLE 2176491 0 0 V F CORP COM 918204108 22155 295792 SH SOLE 295792 0 0 WEYERHAEUSER CO COM 962166104 41724 1162558 SH SOLE 1162558 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 4939 57589 SH SOLE 57589 0 0