0001172661-20-002300.txt : 20201116 0001172661-20-002300.hdr.sgml : 20201116 20201116161901 ACCESSION NUMBER: 0001172661-20-002300 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 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: 201317216 BUSINESS ADDRESS: STREET 1: 324 ROYAL PALM WAY STREET 2: 3RD FLOOR CITY: PALM BEACH STATE: FL ZIP: 33480 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 09-30-2020 09-30-2020 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 11-16-2020 0 42 991547
INFORMATION TABLE 2 infotable.xml ADIENT PLC ORD SHS G0084W101 10403 600269 SH SOLE 600269 0 0 ALASKA AIR GROUP INC COM 011659109 9835 268484 SH SOLE 268484 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 3413 257620 SH SOLE 257620 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 6927 71078 SH SOLE 71078 0 0 ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 20076 329652 SH SOLE 329652 0 0 CENTURY ALUM CO COM 156431108 5515 774640 SH SOLE 774640 0 0 CINEMARK HLDGS INC COM 17243V102 15629 1562949 SH SOLE 1562949 0 0 CUMMINS INC COM 231021106 27249 129042 SH SOLE 129042 0 0 DARDEN RESTAURANTS INC COM 237194105 15924 158072 SH SOLE 158072 0 0 FEDEX CORP COM 31428X106 43444 172727 SH SOLE 172727 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 12044 161012 SH SOLE 161012 0 0 FREEPORT-MCMORAN INC CL B 35671D857 25268 1615600 SH Call SOLE 1615600 0 0 FREEPORT-MCMORAN INC CL B 35671D857 24302 1553816 SH SOLE 1553816 0 0 HARLEY DAVIDSON INC COM 412822108 84424 3440244 SH SOLE 3440244 0 0 HARLEY DAVIDSON INC COM 412822108 10690 435600 SH Call SOLE 435600 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 69460 250000 SH Call SOLE 250000 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 73013 403764 SH SOLE 403764 0 0 KIRKLAND LAKE GOLD LTD COM 49741E100 15579 319697 SH SOLE 319697 0 0 KIRKLANDS INC COM 497498105 5455 664385 SH SOLE 664385 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 41787 1026716 SH SOLE 1026716 0 0 LITHIA MTRS INC CL A 536797103 28106 123305 SH SOLE 123305 0 0 LOUISIANA PAC CORP COM 546347105 59909 2030110 SH SOLE 2030110 0 0 MOHAWK INDS INC COM 608190104 11821 121131 SH SOLE 121131 0 0 NORFOLK SOUTHN CORP COM 655844108 20295 94843 SH SOLE 94843 0 0 NVR INC COM 62944T105 84296 20645 SH SOLE 20645 0 0 PFIZER INC COM 717081103 5798 157976 SH SOLE 157976 0 0 PROSHARES TR II ULTRA SILVER NEW 74347W353 8998 215413 SH SOLE 215413 0 0 RIO TINTO PLC SPONSORED ADR 767204100 52396 867622 SH SOLE 867622 0 0 ROCKET COS INC COM CL A 77311W101 26596 1334464 SH SOLE 1334464 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 14576 1308434 SH SOLE 1308434 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 15782 777446 SH SOLE 777446 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 20601 2990051 SH SOLE 2990051 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 15670 94843 SH SOLE 94843 0 0 TECK COMINCO LTD A SHARES CL A 878742303 1813 116289 SH SOLE 116289 0 0 TECK RESOURCES LTD CL B 878742204 18845 1353816 SH SOLE 1353816 0 0 THOR INDS INC COM 885160101 9023 94717 SH SOLE 94717 0 0 TOLL BROTHERS INC COM 889478103 10197 209547 SH SOLE 209547 0 0 UNIFI INC COM NEW 904677200 21176 1649240 SH SOLE 1649240 0 0 VALE S A SPONSORED ADS 91912E105 19709 1862809 SH SOLE 1862809 0 0 WARRIOR MET COAL INC COM 93627C101 2562 150000 SH SOLE 150000 0 0 WESTROCK CO COM 96145D105 3474 100000 SH SOLE 100000 0 0 WYNN RESORTS LTD COM 983134107 19467 271092 SH SOLE 271092 0 0