0001172661-18-001541.txt : 20180814 0001172661-18-001541.hdr.sgml : 20180814 20180813181916 ACCESSION NUMBER: 0001172661-18-001541 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180814 DATE AS OF CHANGE: 20180813 EFFECTIVENESS DATE: 20180814 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: 181013669 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 06-30-2018 06-30-2018 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 08-13-2018 1 63 2176298 1 0001569846 028-16926 Prisma Capital Partners LP INFORMATION TABLE 2 infotable.xml ABERCROMBIE & FITCH CO CL A 002896207 3027 123661 SH SOLE 123661 0 0 APPLE INC COM 037833100 3257 17594 SH SOLE 17594 0 0 AT HOME GROUP INC COM 04650Y100 12652 323168 SH SOLE 323168 0 0 B2GOLD CORP COM 11777Q209 25170 9702561 SH SOLE 9702561 0 0 BALL CORP COM 058498106 20990 590433 SH SOLE 590433 0 0 BELMOND LTD CL A G1154H107 12144 1089107 SH SOLE 1089107 0 0 BOEING CO COM 097023105 32039 95492 SH SOLE 95492 0 0 BOOKING HLDGS INC COM 09857L108 2045 1009 SH SOLE 1009 0 0 BRUNSWICK CORP COM 117043109 71863 1114499 SH SOLE 1114499 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 13034 712616 SH SOLE 712616 0 0 CAMPING WORLD HLDGS INC CL A 13462K109 582 23300 SH SOLE 23300 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 20842 363674 SH SOLE 363674 0 0 CATERPILLAR INC DEL COM 149123101 20102 148166 SH OTR 1 148166 0 0 CATERPILLAR INC DEL COM 149123101 164627 1213438 SH SOLE 1213438 0 0 CBS CORP NEW CL B 124857202 3491 62093 SH SOLE 62093 0 0 CONSTELLATION BRANDS INC CL A 21036P108 4534 20717 SH SOLE 20717 0 0 D R HORTON INC COM 23331A109 25873 631049 SH SOLE 631049 0 0 DOWDUPONT INC COM 26078J100 969 14700 SH SOLE 14700 0 0 GAP INC DEL COM 364760108 33956 1048341 SH SOLE 1048341 0 0 GREENBRIER COS INC COM 393657101 7385 140000 SH SOLE 140000 0 0 HALLIBURTON CO COM 406216101 8605 190961 SH SOLE 190961 0 0 HARLEY DAVIDSON INC COM 412822108 31133 739849 SH SOLE 739849 0 0 HARLEY DAVIDSON INC COM 412822108 10289 244500 SH Call SOLE 244500 0 0 HESS CORP COM 42809H107 158269 2366106 SH SOLE 2366106 0 0 HUDSON LTD COM CL A G46408103 2245 128353 SH SOLE 128353 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 96888 2535679 SH SOLE 2535679 0 0 KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 5638 489826 SH SOLE 489826 0 0 LULULEMON ATHLETICA INC COM 550021109 885 7089 SH SOLE 7089 0 0 MACYS INC COM 55616P104 48226 1288421 SH SOLE 1288421 0 0 MARINEMAX INC COM 567908108 20774 1096246 SH SOLE 1096246 0 0 MARRIOTT INTL INC NEW CL A 571903202 14126 111580 SH SOLE 111580 0 0 MICROSOFT CORP COM 594918104 6001 60854 SH SOLE 60854 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 11213 195689 SH SOLE 195689 0 0 MOSAIC CO NEW COM 61945C103 1792 63877 SH SOLE 63877 0 0 NAVISTAR INTL CORP NEW COM 63934E108 31624 776633 SH SOLE 776633 0 0 NETAPP INC COM 64110D104 34270 436390 SH SOLE 436390 0 0 NEWFIELD EXPL CO COM 651290108 66783 2207719 SH SOLE 2207719 0 0 NORDSTROM INC COM 655664100 24508 473312 SH SOLE 473312 0 0 NORFOLK SOUTHERN CORP COM 655844108 88079 583805 SH SOLE 583805 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 3034 64219 SH SOLE 64219 0 0 NUTANIX INC CL A 67059N108 19267 373612 SH SOLE 373612 0 0 NUTRIEN LTD COM 67077M108 15566 286100 SH SOLE 286100 0 0 NVR INC COM 62944T105 170471 57391 SH SOLE 57391 0 0 PENNEY J C INC COM 708160106 24811 10602988 SH SOLE 10602988 0 0 RIO TINTO PLC SPONSORED ADR 767204100 18083 325933 SH OTR 1 325933 0 0 RIO TINTO PLC SPONSORED ADR 767204100 118426 2134568 SH SOLE 2134568 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 3998 38587 SH SOLE 38587 0 0 SEAWORLD ENTMT INC COM 81282V100 8711 399222 SH SOLE 399222 0 0 SIMPLY GOOD FOODS CO COM 82900L102 5793 401169 SH SOLE 401169 0 0 SOUTHERN COPPER CORP COM 84265V105 72749 1552147 SH SOLE 1552147 0 0 SOUTHWEST AIRLS CO COM 844741108 1510 29687 SH SOLE 29687 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 10027 36960 SH SOLE 36960 0 0 STAR BULK CARRIERS CORP SHS PAR Y8162K204 53553 4164320 SH SOLE 4164320 0 0 SUMMIT MATLS INC CL A 86614U100 6002 228631 SH SOLE 228631 0 0 TAILORED BRANDS INC COM 87403A107 17554 687852 SH SOLE 687852 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 68366 577610 SH SOLE 577610 0 0 TASEKO MINES LTD COM 876511106 2268 2100000 SH SOLE 2100000 0 0 TECK RESOURCES LTD CL B 878742204 16326 640844 SH OTR 1 640844 0 0 TECK RESOURCES LTD CL B 878742204 314559 12347076 SH SOLE 12347076 0 0 THOR INDS INC COM 885160101 672 6900 SH SOLE 6900 0 0 UNIFI INC COM NEW 904677200 46661 1471943 SH SOLE 1471943 0 0 UNION PAC CORP COM 907818108 3887 27437 SH SOLE 27437 0 0 WARRIOR MET COAL INC COM 93627C101 34074 1235924 SH SOLE 1235924 0 0