0001172661-17-001954.txt : 20171113
0001172661-17-001954.hdr.sgml : 20171113
20171113164436
ACCESSION NUMBER: 0001172661-17-001954
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171113
DATE AS OF CHANGE: 20171113
EFFECTIVENESS DATE: 20171113
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: 171196606
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
09-30-2017
09-30-2017
false
Impala Asset Management LLC
107 Cherry Street
New Canaan
CT
06840
13F HOLDINGS REPORT
028-11248
N
Tom Sullivan
CFO
203-972-4155
/s/ Tom Sullivan
New Canaan
CT
11-13-2017
1
67
2235110
1
0001569846
028-16926
Prisma Capital Partners LP
INFORMATION TABLE
2
infotable.xml
ALCOA CORP
COM
013872106
24887
533820
SH
SOLE
533820
0
0
ATLAS AIR WORLDWIDE HLDGS IN
COM NEW
049164205
13303
202169
SH
SOLE
202169
0
0
B2GOLD CORP
COM
11777Q209
4773
1732300
SH
SOLE
1732300
0
0
BELMOND LTD
CL A
G1154H107
11578
848229
SH
SOLE
848229
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
13629
757595
SH
SOLE
757595
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
27614
427656
SH
SOLE
427656
0
0
CATERPILLAR INC DEL
COM
149123101
116407
933420
SH
SOLE
933420
0
0
CENTURY ALUM CO
COM
156431108
33931
2046476
SH
SOLE
2046476
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
8808
44159
SH
SOLE
44159
0
0
COPA HOLDINGS SA
CL A
P31076105
1322
10614
SH
SOLE
10614
0
0
CORNING INC
COM
219350105
5582
186554
SH
SOLE
186554
0
0
D R HORTON INC
COM
23331A109
38039
952631
SH
SOLE
952631
0
0
DEERE & CO
COM
244199105
32435
258260
SH
SOLE
258260
0
0
DOWDUPONT INC
COM
26078J100
53813
777311
SH
SOLE
777311
0
0
EXTENDED STAY AMER INC
UNIT 99/99/9999B
30224P200
4640
231982
SH
SOLE
231982
0
0
FEDEX CORP
COM
31428X106
36040
159764
SH
SOLE
159764
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
3113
221700
SH
Call
SOLE
221700
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
53996
3845847
SH
SOLE
3845847
0
0
GARDNER DENVER HLDGS INC
COM
36555P107
3664
133142
SH
SOLE
133142
0
0
GENERAL CABLE CORP DEL NEW
COM
369300108
1885
100000
SH
SOLE
100000
0
0
HALLIBURTON CO
COM
406216101
20790
451655
SH
SOLE
451655
0
0
HARLEY DAVIDSON INC
COM
412822108
83912
1740547
SH
SOLE
1740547
0
0
HESS CORP
COM
42809H107
66085
1409356
SH
SOLE
1409356
0
0
INTL PAPER CO
COM
460146103
6083
107056
SH
SOLE
107056
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
5423
36600
SH
SOLE
36600
0
0
KANSAS CITY SOUTHERN
COM NEW
485170302
49814
458353
SH
SOLE
458353
0
0
KNIGHT SWIFT TRANSN HLDGS IN
CL A
499049104
77518
1865663
SH
SOLE
1865663
0
0
LAREDO PETROLEUM INC
COM
516806106
34829
2693685
SH
SOLE
2693685
0
0
LAS VEGAS SANDS CORP
COM
517834107
37063
577673
SH
SOLE
577673
0
0
MARINEMAX INC
COM
567908108
36571
2209749
SH
SOLE
2209749
0
0
MARRIOTT INTL INC NEW
CL A
571903202
1149
10418
SH
SOLE
10418
0
0
MICRON TECHNOLOGY INC
COM
595112103
25682
652990
SH
SOLE
652990
0
0
MICROSOFT CORP
COM
594918104
2855
38323
SH
SOLE
38323
0
0
NAVISTAR INTL CORP NEW
COM
63934E108
49097
1114060
SH
SOLE
1114060
0
0
NORWEGIAN CRUISE LINE HLDGS
SHS
G66721104
24061
445155
SH
SOLE
445155
0
0
NVIDIA CORP
COM
67066G104
1775
9927
SH
SOLE
9927
0
0
NVR INC
COM
62944T105
183856
64398
SH
SOLE
64398
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
12144
56388
SH
SOLE
56388
0
0
OLIN CORP
COM PAR $1
680665205
25024
730634
SH
SOLE
730634
0
0
PHILIP MORRIS INTL INC
COM
718172109
50409
454092
SH
SOLE
454092
0
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
5440
37400
SH
SOLE
37400
0
0
PRICELINE GRP INC
COM NEW
741503403
2162
1181
SH
SOLE
1181
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
117793
2496143
SH
SOLE
2496143
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
13965
295933
SH
OTR
1
295933
0
0
RPC INC
COM
749660106
3719
150000
SH
SOLE
150000
0
0
RYDER SYS INC
COM
783549108
23404
276804
SH
SOLE
276804
0
0
SCORPIO BULKERS INC
COM
Y7546A122
5152
730727
SH
SOLE
730727
0
0
SCORPIO TANKERS INC
SHS
Y7542C106
1029
300000
SH
SOLE
300000
0
0
SIMPLY GOOD FOODS CO
COM
82900L102
3356
286585
SH
SOLE
286585
0
0
SMITH A O
COM
831865209
14320
240951
SH
SOLE
240951
0
0
STAR BULK CARRIERS CORP
SHS PAR
Y8162K204
41833
4308203
SH
SOLE
4308203
0
0
SUMMIT MATLS INC
CL A
86614U100
60986
1904025
SH
SOLE
1904025
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
78670
769535
SH
SOLE
769535
0
0
TASEKO MINES LTD
COM
876511106
6067
3279191
SH
SOLE
3279191
0
0
TECK RESOURCES LTD
CL B
878742204
15818
750000
SH
OTR
1
750000
0
0
TECK RESOURCES LTD
CL B
878742204
268993
12754535
SH
SOLE
12754535
0
0
TECK RESOURCES LTD
CL B
878742204
24477
1160600
SH
Call
SOLE
1160600
0
0
TEREX CORP NEW
COM
880779103
6237
138534
SH
SOLE
138534
0
0
TEXTRON INC
COM
883203101
21215
393743
SH
SOLE
393743
0
0
TREEHOUSE FOODS INC
COM
89469A104
436
6443
SH
SOLE
6443
0
0
TRINITY INDS INC
COM
896522109
67967
2130641
SH
SOLE
2130641
0
0
TRINSEO S A
SHS
L9340P101
46812
697648
SH
SOLE
697648
0
0
UNIFI INC
COM NEW
904677200
44679
1253980
SH
SOLE
1253980
0
0
UNION PAC CORP
COM
907818108
30490
262915
SH
SOLE
262915
0
0
UNITED STATES STL CORP NEW
COM
912909108
2566
100000
SH
SOLE
100000
0
0
VALE S A
ADR
91912E105
12514
1242703
SH
SOLE
1242703
0
0
WARRIOR MET COAL INC
COM
93627C101
31411
1332687
SH
SOLE
1332687
0
0