0001172661-21-001643.txt : 20210812 0001172661-21-001643.hdr.sgml : 20210812 20210812161640 ACCESSION NUMBER: 0001172661-21-001643 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210812 DATE AS OF CHANGE: 20210812 EFFECTIVENESS DATE: 20210812 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: 211167795 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 06-30-2021 06-30-2021 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 08-12-2021 0 47 1502069 INFORMATION TABLE 2 infotable.xml ADIENT PLC ORD SHS G0084W101 39283 869098 SH SOLE 869098 0 0 AGCO CORP COM 001084102 14506 111257 SH SOLE 111257 0 0 ALASKA AIR GROUP INC COM 011659109 48683 807220 SH SOLE 807220 0 0 ALCOA CORP COM 013872106 38268 1038770 SH SOLE 1038770 0 0 ANALOG DEVICES INC COM 032654105 7487 43489 SH SOLE 43489 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 14790 476167 SH SOLE 476167 0 0 BARCLAYS PLC ADR 06738E204 5252 544200 SH SOLE 544200 0 0 BRUNSWICK CORP COM 117043109 18868 189398 SH SOLE 189398 0 0 CENTURY ALUM CO COM 156431108 12595 977084 SH SOLE 977084 0 0 CINEMARK HLDGS INC COM 17243V102 25371 1155864 SH SOLE 1155864 0 0 CONOCOPHILLIPS COM 20825C104 11685 191870 SH SOLE 191870 0 0 CUMMINS INC COM 231021106 19985 81971 SH SOLE 81971 0 0 DANAOS CORPORATION SHS Y1968P121 64203 836080 SH SOLE 836080 0 0 DEVON ENERGY CORP NEW COM 25179M103 83205 2850466 SH SOLE 2850466 0 0 DHT HOLDINGS INC SHS NEW Y2065G121 11978 1845664 SH SOLE 1845664 0 0 ERO COPPER CORP COM 296006109 8439 402500 SH SOLE 402500 0 0 FEDEX CORP COM 31428X106 34409 115340 SH SOLE 115340 0 0 HARLEY DAVIDSON INC COM 412822108 144772 3159583 SH SOLE 3159583 0 0 HESS CORP COM 42809H107 25899 296597 SH SOLE 296597 0 0 HILTON GRAND VACATIONS INC COM 43283X105 44789 1082123 SH SOLE 1082123 0 0 LITHIA MTRS INC COM 536797103 29886 86970 SH SOLE 86970 0 0 LOUISIANA PAC CORP COM 546347105 50989 845735 SH SOLE 845735 0 0 MICRON TECHNOLOGY INC COM 595112103 18408 216613 SH SOLE 216613 0 0 NORFOLK SOUTHN CORP COM 655844108 24563 92547 SH SOLE 92547 0 0 NVR INC COM 62944T105 82229 16534 SH SOLE 16534 0 0 OLIN CORP COM PAR $1 680665205 12061 260716 SH SOLE 260716 0 0 OVINTIV INC COM 69047Q102 17418 553492 SH SOLE 553492 0 0 PROSHARES TR ULTRAPRO QQQ 74347X831 9305 75962 SH SOLE 75962 0 0 RIO TINTO PLC SPONSORED ADR 767204100 76010 906062 SH SOLE 906062 0 0 RIO TINTO PLC SPONSORED ADR 767204100 48597 579300 SH Call SOLE 579300 0 0 SCHLUMBERGER LTD COM STK 806857108 20893 652705 SH SOLE 652705 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 34608 2068620 SH SOLE 2068620 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 5017 299900 SH Call SOLE 299900 0 0 SONY GROUP CORPORATION SPONSORED ADR 835699307 2663 27396 SH SOLE 27396 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 29546 1287394 SH SOLE 1287394 0 0 STELLANTIS N.V SHS N82405106 4209 213529 SH SOLE 213529 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 31809 179694 SH SOLE 179694 0 0 TECK RESOURCES LTD CL A 878742303 7190 244839 SH SOLE 244839 0 0 TECK RESOURCES LTD CL B 878742204 19925 864791 SH SOLE 864791 0 0 THOR INDS INC COM 885160101 7998 70775 SH SOLE 70775 0 0 TRONOX HOLDINGS PLC SHS G9087Q102 38141 1702712 SH SOLE 1702712 0 0 UNIFI INC COM NEW 904677200 36278 1489240 SH SOLE 1489240 0 0 VALARIS LIMITED CL A G9460G101 7762 268759 SH SOLE 268759 0 0 VALE S A SPONSORED ADS 91912E105 29430 1290211 SH SOLE 1290211 0 0 WEST FRASER TIMBER CO LTD COM 952845105 123649 1723773 SH SOLE 1723773 0 0 WEST FRASER TIMBER CO LTD COM 952845105 17718 247000 SH Call SOLE 247000 0 0 ZIM INTEGRATED SHIPPING SERV SHS M9T951109 41300 919198 SH SOLE 919198 0 0