0001172661-21-001106.txt : 20210513 0001172661-21-001106.hdr.sgml : 20210513 20210513123901 ACCESSION NUMBER: 0001172661-21-001106 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210513 DATE AS OF CHANGE: 20210513 EFFECTIVENESS DATE: 20210513 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: 21918263 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 03-31-2021 03-31-2021 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 05-13-2021 0 55 1522434 INFORMATION TABLE 2 infotable.xml ADIENT PLC ORD SHS G0084W101 38387 868487 SH SOLE 868487 0 0 AGCO CORP COM 001084102 17578 122369 SH SOLE 122369 0 0 APA CORPORATION COM 03743Q108 4582 255970 SH SOLE 255970 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 14661 502614 SH SOLE 502614 0 0 ASTEC INDS INC COM 046224101 14784 196027 SH SOLE 196027 0 0 AT HOME GROUP INC COM 04650Y100 19625 683812 SH SOLE 683812 0 0 BARCLAYS PLC ADR 06738E204 5567 544200 SH Call SOLE 544200 0 0 CENTURY ALUM CO COM 156431108 21924 1241447 SH SOLE 1241447 0 0 CINEMARK HLDGS INC COM 17243V102 21049 1031328 SH SOLE 1031328 0 0 CONOCOPHILLIPS COM 20825C104 13298 251046 SH SOLE 251046 0 0 DANAOS CORPORATION SHS Y1968P121 41015 826750 SH SOLE 826750 0 0 DEVON ENERGY CORP NEW COM 25179M103 58592 2681534 SH SOLE 2681534 0 0 DIREXION SHS ETF TR OIL GAS BL 2X SH 25460G500 4884 69300 SH SOLE 69300 0 0 DOW INC COM 260557103 15627 244398 SH SOLE 244398 0 0 DYCOM INDS INC COM 267475101 10477 112833 SH SOLE 112833 0 0 FEDEX CORP COM 31428X106 28391 99954 SH SOLE 99954 0 0 FLUOR CORP NEW COM 343412102 35676 1545075 SH SOLE 1545075 0 0 HARLEY DAVIDSON INC COM 412822108 102002 2543687 SH SOLE 2543687 0 0 HESS CORP COM 42809H107 35535 502189 SH SOLE 502189 0 0 HILTON GRAND VACATIONS INC COM 43283X105 22520 600688 SH SOLE 600688 0 0 ISHARES TR MSCI INDIA ETF 46429B598 6884 163207 SH SOLE 163207 0 0 KIRKLAND LAKE GOLD LTD COM 49741E100 3887 115000 SH SOLE 115000 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 26649 554130 SH SOLE 554130 0 0 LITHIA MTRS INC CL A 536797103 44052 112929 SH SOLE 112929 0 0 LOUISIANA PAC CORP COM 546347105 48535 875136 SH SOLE 875136 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 30710 295143 SH SOLE 295143 0 0 MASONITE INTL CORP COM 575385109 1729 15000 SH SOLE 15000 0 0 MICRON TECHNOLOGY INC COM 595112103 21041 238531 SH SOLE 238531 0 0 NAUTILUS INC COM 63910B102 4268 272897 SH SOLE 272897 0 0 NORFOLK SOUTHN CORP COM 655844108 17478 65090 SH SOLE 65090 0 0 NVIDIA CORPORATION COM 67066G104 3746 7016 SH SOLE 7016 0 0 NVR INC COM 62944T105 69840 14825 SH SOLE 14825 0 0 OSHKOSH CORP COM 688239201 10309 86882 SH SOLE 86882 0 0 PIONEER NAT RES CO COM 723787107 39446 248367 SH SOLE 248367 0 0 RIO TINTO PLC SPONSORED ADR 767204100 71203 916978 SH SOLE 916978 0 0 RIO TINTO PLC SPONSORED ADR 767204100 90128 1160700 SH Call SOLE 1160700 0 0 ROCKET COS INC COM CL A 77311W101 18413 797445 SH SOLE 797445 0 0 SCHLUMBERGER LTD COM 806857108 26166 962356 SH SOLE 962356 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 25719 1440017 SH SOLE 1440017 0 0 SONY CORP SPONSORED ADR 835699307 8633 81440 SH SOLE 81440 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 27899 1900471 SH SOLE 1900471 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 24199 136947 SH SOLE 136947 0 0 TECK COMINCO LTD A SHARES CL A 878742303 5814 229839 SH SOLE 229839 0 0 TECK RESOURCES LTD CL B 878742204 19090 995332 SH SOLE 995332 0 0 TFI INTL INC COM 87241L109 8870 118373 SH SOLE 118373 0 0 TRONOX HOLDINGS PLC SHS G9087Q102 36183 1977215 SH SOLE 1977215 0 0 UNIFI INC COM NEW 904677200 43799 1589240 SH SOLE 1589240 0 0 UNITED AIRLS HLDGS INC COM 910047109 36611 636273 SH SOLE 636273 0 0 VALE S A SPONSORED ADS 91912E105 20713 1191748 SH SOLE 1191748 0 0 VALE S A SPONSORED ADS 91912E105 4256 244900 SH Call SOLE 244900 0 0 VULCAN MATLS CO COM 929160109 5489 32526 SH SOLE 32526 0 0 WEST FRASER TIMBER CO LTD COM 952845105 143722 1998377 SH SOLE 1998377 0 0 WEST FRASER TIMBER CO LTD COM 952845105 18037 250800 SH Call SOLE 250800 0 0 WESTERN DIGITAL CORP. COM 958102105 9060 135728 SH SOLE 135728 0 0 ZIM INTEGRATED SHIPPING SERV SHS M9T951109 23682 972970 SH SOLE 972970 0 0