0001172661-21-000802.txt : 20210216 0001172661-21-000802.hdr.sgml : 20210216 20210216165103 ACCESSION NUMBER: 0001172661-21-000802 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 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: 21640087 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 12-31-2020 12-31-2020 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 02-16-2021 0 54 1109721 INFORMATION TABLE 2 infotable.xml ADIENT PLC ORD SHS G0084W101 15818 454927 SH SOLE 454927 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 5022 219320 SH SOLE 219320 0 0 AT HOME GROUP INC COM 04650Y100 12021 777562 SH SOLE 777562 0 0 CENTURY ALUM CO COM 156431108 3254 295000 SH SOLE 295000 0 0 CINEMARK HLDGS INC COM 17243V102 3629 208455 SH SOLE 208455 0 0 CONOCOPHILLIPS COM 20825C104 17666 441770 SH SOLE 441770 0 0 CONTINENTAL RES INC COM 212015101 8554 524781 SH SOLE 524781 0 0 CORSAIR GAMING INC COM 22041X102 4901 135324 SH SOLE 135324 0 0 CUMMINS INC COM 231021106 24369 107305 SH SOLE 107305 0 0 DANAOS CORPORATION SHS Y1968P121 5559 259407 SH SOLE 259407 0 0 DEVON ENERGY CORP NEW COM 25179M103 33306 2106665 SH SOLE 2106665 0 0 DICKS SPORTING GOODS INC COM 253393102 6085 108259 SH SOLE 108259 0 0 DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500 4815 126140 SH SOLE 126140 0 0 DOW INC COM 260557103 6660 120000 SH SOLE 120000 0 0 DYCOM INDS INC COM 267475101 5580 73884 SH SOLE 73884 0 0 EOG RES INC COM 26875P101 16416 329179 SH SOLE 329179 0 0 FEDEX CORP COM 31428X106 29424 113335 SH SOLE 113335 0 0 FLUOR CORP NEW COM 343412102 20584 1288901 SH SOLE 1288901 0 0 FORD MTR CO DEL COM 345370860 7615 866352 SH SOLE 866352 0 0 FREEPORT-MCMORAN INC CL B 35671D857 28871 1109570 SH SOLE 1109570 0 0 FREEPORT-MCMORAN INC CL B 35671D857 29548 1135600 SH Call SOLE 1135600 0 0 GREENBRIER COS INC COM 393657101 8298 228097 SH SOLE 228097 0 0 HARLEY DAVIDSON INC COM 412822108 116546 3175638 SH SOLE 3175638 0 0 HELMERICH & PAYNE INC COM 423452101 5720 246967 SH SOLE 246967 0 0 HESS CORP COM 42809H107 7921 150049 SH SOLE 150049 0 0 HILTON GRAND VACATIONS INC COM 43283X105 26549 846854 SH SOLE 846854 0 0 KB HOME COM 48666K109 11350 338591 SH SOLE 338591 0 0 KIRKLAND LAKE GOLD LTD COM 49741E100 2064 50000 SH SOLE 50000 0 0 KIRKLANDS INC COM 497498105 4077 228047 SH SOLE 228047 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 48190 1152322 SH SOLE 1152322 0 0 LEAR CORP COM NEW 521865204 9465 59518 SH SOLE 59518 0 0 LITHIA MTRS INC CL A 536797103 25819 88218 SH SOLE 88218 0 0 LOUISIANA PAC CORP COM 546347105 40744 1096161 SH SOLE 1096161 0 0 MASONITE INTL CORP COM 575385109 12293 125007 SH SOLE 125007 0 0 MICRON TECHNOLOGY INC COM 595112103 22186 295100 SH SOLE 295100 0 0 NORFOLK SOUTHN CORP COM 655844108 16345 68788 SH SOLE 68788 0 0 NVR INC COM 62944T105 83723 20521 SH SOLE 20521 0 0 RIO TINTO PLC SPONSORED ADR 767204100 82706 1099518 SH SOLE 1099518 0 0 RIO TINTO PLC SPONSORED ADR 767204100 60687 806800 SH Call SOLE 806800 0 0 ROCKET COS INC COM CL A 77311W101 18715 925576 SH SOLE 925576 0 0 SCHLUMBERGER LTD COM 806857108 31655 1450049 SH SOLE 1450049 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 29404 1850456 SH SOLE 1850456 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 17549 514643 SH SOLE 514643 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2129 54470 SH SOLE 54470 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 17086 1935039 SH SOLE 1935039 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 16007 77033 SH SOLE 77033 0 0 TECK RESOURCES LTD CL B 878742204 1815 100000 SH SOLE 100000 0 0 TECK RESOURCES LTD CLS A CL A 878742303 2982 143389 SH SOLE 143389 0 0 THOR INDS INC COM 885160101 24701 265632 SH SOLE 265632 0 0 TRONOX HOLDINGS PLC SHS G9087Q102 13507 923863 SH SOLE 923863 0 0 UNIFI INC COM NEW 904677200 28193 1589240 SH SOLE 1589240 0 0 UNITED AIRLS HLDGS INC COM 910047109 8210 189825 SH SOLE 189825 0 0 VALE S A SPONSORED ADS 91912E105 19305 1151856 SH SOLE 1151856 0 0 VALE S A SPONSORED ADS 91912E105 4083 243600 SH Call SOLE 243600 0 0