0001172661-17-000459.txt : 20170213 0001172661-17-000459.hdr.sgml : 20170213 20170213093157 ACCESSION NUMBER: 0001172661-17-000459 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170213 DATE AS OF CHANGE: 20170213 EFFECTIVENESS DATE: 20170213 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: 17596324 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 12-31-2016 12-31-2016 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 02-13-2017 1 60 1892779 1 0001569846 028-16926 Prisma Capital Partners LP INFORMATION TABLE 2 infotable.xml ALLIANCE RES PARTNER L P UT LTD PART 01877R108 3996 178012 SH SOLE 178012 0 0 ARCH COAL INC CL A 039380407 5000 64060 SH SOLE 64060 0 0 BELMOND LTD CL A G1154H107 5985 448315 SH SOLE 448315 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 29769 571825 SH SOLE 571825 0 0 CATERPILLAR INC DEL COM 149123101 42005 452937 SH SOLE 452937 0 0 CENTURY ALUM CO COM 156431108 6026 704000 SH SOLE 704000 0 0 COLFAX CORP COM 194014106 9173 255313 SH SOLE 255313 0 0 CONTINENTAL RESOURCES INC COM 212015101 9568 185642 SH SOLE 185642 0 0 COPA HOLDINGS SA CL A P31076105 850 9363 SH SOLE 9363 0 0 CSX CORP COM 126408103 29432 819151 SH SOLE 819151 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 23310 473867 SH SOLE 473867 0 0 DEVON ENERGY CORP NEW COM 25179M103 13235 289789 SH SOLE 289789 0 0 DIREXION SHS ETF TR DAILY JR GOLD MI 25490K554 5941 1064658 SH SOLE 1064658 0 0 DOW CHEM CO COM 260543103 45300 791674 SH SOLE 791674 0 0 EOG RES INC COM 26875P101 20624 203999 SH SOLE 203999 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 800 49541 SH SOLE 49541 0 0 FACEBOOK INC CL A 30303M102 3190 27727 SH SOLE 27727 0 0 FEDEX CORP COM 31428X106 29847 160298 SH SOLE 160298 0 0 FLUOR CORP NEW COM 343412102 31360 597115 SH SOLE 597115 0 0 FOOT LOCKER INC COM 344849104 38341 540852 SH SOLE 540852 0 0 FREEPORT-MCMORAN INC CL B 35671D857 144299 10940011 SH SOLE 10940011 0 0 FREEPORT-MCMORAN INC CL B 35671D857 22825 1730500 SH Call SOLE 1730500 0 0 HARLEY DAVIDSON INC COM 412822108 62435 1070198 SH SOLE 1070198 0 0 HAWAIIAN HOLDINGS INC COM 419879101 1164 20418 SH SOLE 20418 0 0 HERC HLDGS INC COM 42704L104 6661 165850 SH SOLE 165850 0 0 HESS CORP COM 42809H107 67104 1077284 SH SOLE 1077284 0 0 KATE SPADE & CO COM 485865109 6371 341244 SH SOLE 341244 0 0 LAREDO PETROLEUM INC COM 516806106 17085 1208280 SH SOLE 1208280 0 0 LATAM AIRLS GROUP S A SPONSORED ADR 51817R106 564 68936 SH SOLE 68936 0 0 MARINEMAX INC COM 567908108 29218 1509954 SH SOLE 1509954 0 0 MICROSOFT CORP COM 594918104 13497 217205 SH SOLE 217205 0 0 MOHAWK INDS INC COM 608190104 22656 113464 SH SOLE 113464 0 0 MOLSON COORS BREWING CO CL B 60871R209 24084 247494 SH SOLE 247494 0 0 NEWFIELD EXPL CO COM 651290108 5967 147322 SH SOLE 147322 0 0 NEWMONT MINING CORP COM 651639106 62083 1822229 SH SOLE 1822229 0 0 NIKE INC CL B 654106103 20522 403742 SH SOLE 403742 0 0 NVR INC COM 62944T105 14330 8586 SH OTR 1 8586 0 0 NVR INC COM 62944T105 160201 95986 SH SOLE 95986 0 0 RIO TINTO PLC SPONSORED ADR 767204100 5032 130850 SH OTR 1 130850 0 0 RIO TINTO PLC SPONSORED ADR 767204100 164834 4285863 SH SOLE 4285863 0 0 RPC INC COM 749660106 2972 150000 SH SOLE 150000 0 0 RPM INTL INC COM 749685103 7389 137269 SH SOLE 137269 0 0 SCORPIO BULKERS INC COM Y7546A122 7411 1467500 SH SOLE 1467500 0 0 SMITH A O COM 831865209 1081 22821 SH SOLE 22821 0 0 SOTHEBYS COM 835898107 2634 66090 SH SOLE 66090 0 0 SOUTHWEST AIRLS CO COM 844741108 3751 75260 SH SOLE 75260 0 0 SUMMIT MATLS INC CL A 86614U100 24891 1046285 SH SOLE 1046285 0 0 SUNCOR ENERGY INC NEW COM 867224107 23346 711234 SH SOLE 711234 0 0 SWIFT TRANSN CO CL A 87074U101 68076 2794587 SH SOLE 2794587 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 51058 1035868 SH SOLE 1035868 0 0 TASEKO MINES LTD COM 876511106 607 712500 SH SOLE 712500 0 0 TECK RESOURCES LTD CL B 878742204 241128 12038345 SH SOLE 12038345 0 0 TEXTRON INC COM 883203101 38023 783005 SH SOLE 783005 0 0 TRINITY INDS INC COM 896522109 47192 1700014 SH SOLE 1700014 0 0 TRINSEO S A SHS L9340P101 49121 828353 SH SOLE 828353 0 0 UNIFI INC COM NEW 904677200 38803 1189197 SH SOLE 1189197 0 0 UNITED CONTL HLDGS INC COM 910047109 3102 42559 SH SOLE 42559 0 0 UNITED STATES STL CORP NEW COM 912909108 70038 2121714 SH SOLE 2121714 0 0 VALE S A ADR 91912E105 6226 817103 SH SOLE 817103 0 0 WYNN RESORTS LTD COM 983134107 1246 14407 SH SOLE 14407 0 0