0001172661-16-004343.txt : 20161114 0001172661-16-004343.hdr.sgml : 20161111 20161114173113 ACCESSION NUMBER: 0001172661-16-004343 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161114 DATE AS OF CHANGE: 20161114 EFFECTIVENESS DATE: 20161114 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: 161996189 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 09-30-2016 09-30-2016 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 11-14-2016 1 55 1516053 false 1 0001569846 028-16926 Prisma Capital Partners LP INFORMATION TABLE 2 infotable.xml ACTIVISION BLIZZARD INC COM 00507V109 4742 107044 SH SOLE 107044 0 0 ADVANCED MICRO DEVICES INC COM 007903107 3256 471237 SH SOLE 471237 0 0 ALLIANCE RES PARTNER L P UT LTD PART 01877R108 7869 354769 SH SOLE 354769 0 0 AMAZON COM INC COM 023135106 3645 4353 SH SOLE 4353 0 0 BARCLAYS PLC ADR 06738E204 4628 532581 SH SOLE 532581 0 0 BELMOND LTD CL A G1154H107 5661 445419 SH SOLE 445419 0 0 BRUNSWICK CORP COM 117043109 18963 388752 SH SOLE 388752 0 0 CALATLANTIC GROUP INC COM 128195104 33803 1010853 SH SOLE 1010853 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 31709 649512 SH SOLE 649512 0 0 CATERPILLAR INC DEL COM 149123101 5036 56732 SH SOLE 56732 0 0 CBS CORP NEW CL B 124857202 7038 128573 SH SOLE 128573 0 0 CENTURY ALUM CO COM 156431108 3934 566100 SH SOLE 566100 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 2251 413764 SH SOLE 413764 0 0 COACH INC COM 189754104 6012 164452 SH SOLE 164452 0 0 CONTINENTAL RESOURCES INC COM 212015101 26266 505509 SH SOLE 505509 0 0 CSX CORP COM 126408103 26875 881144 SH SOLE 881144 0 0 D R HORTON INC COM 23331A109 19563 647787 SH SOLE 647787 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 7074 179719 SH SOLE 179719 0 0 DEVON ENERGY CORP NEW COM 25179M103 21297 482813 SH SOLE 482813 0 0 EOG RES INC COM 26875P101 7923 81929 SH SOLE 81929 0 0 FEDEX CORP COM 31428X106 50307 287995 SH SOLE 287995 0 0 FLUOR CORP NEW COM 343412102 68892 1342392 SH SOLE 1342392 0 0 HARLEY DAVIDSON INC COM 412822108 65209 1239943 SH SOLE 1239943 0 0 HESS CORP COM 42809H107 24210 451517 SH SOLE 451517 0 0 ISHARES MSCI TURKEY ETF 464286715 10739 283660 SH SOLE 283660 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 50571 541906 SH SOLE 541906 0 0 KIRBY CORP COM 497266106 1616 26000 SH SOLE 26000 0 0 LATAM AIRLS GROUP S A SPONSORED ADR 51817R106 565 69528 SH SOLE 69528 0 0 LOUISIANA PAC CORP COM 546347105 6795 360836 SH SOLE 360836 0 0 MARINEMAX INC COM 567908108 23638 1128282 SH SOLE 1128282 0 0 NEWFIELD EXPL CO COM 651290108 35084 807276 SH SOLE 807276 0 0 NEWMONT MINING CORP COM 651639106 62427 1588877 SH SOLE 1588877 0 0 NORFOLK SOUTHERN CORP COM 655844108 1747 18002 SH SOLE 18002 0 0 NVIDIA CORP COM 67066G104 2641 38540 SH SOLE 38540 0 0 NVR INC COM 62944T105 198283 120914 SH SOLE 120914 0 0 NVR INC COM 62944T105 14080 8586 SH OTR 1 8586 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 2017 7200 SH SOLE 7200 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 3027 41516 SH SOLE 41516 0 0 PARKER HANNIFIN CORP COM 701094104 6765 53895 SH SOLE 53895 0 0 PEPSICO INC COM 713448108 3111 28600 SH SOLE 28600 0 0 RIO TINTO PLC SPONSORED ADR 767204100 107830 3228434 SH SOLE 3228434 0 0 RIO TINTO PLC SPONSORED ADR 767204100 4370 130850 SH OTR 1 130850 0 0 SCHLUMBERGER LTD COM 806857108 9128 116072 SH SOLE 116072 0 0 SMITH A O COM 831865209 1128 11419 SH SOLE 11419 0 0 SPDR SERIES TRUST S&P BK ETF 78464A797 18936 567300 SH Call SOLE 567300 0 0 SUNCOR ENERGY INC NEW COM 867224107 6306 226928 SH SOLE 226928 0 0 SWIFT TRANSN CO CL A 87074U101 79232 3690362 SH SOLE 3690362 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 48461 1074994 SH SOLE 1074994 0 0 TECK RESOURCES LTD CL B 878742204 222354 12332468 SH SOLE 12332468 0 0 TESORO CORP COM 881609101 5357 67332 SH SOLE 67332 0 0 TJX COS INC NEW COM 872540109 9646 128993 SH SOLE 128993 0 0 TRINSEO S A SHS L9340P101 26120 461815 SH SOLE 461815 0 0 UNIFI INC COM NEW 904677200 34998 1189197 SH SOLE 1189197 0 0 UNITED STATES STL CORP NEW COM 912909108 46998 2491964 SH SOLE 2491964 0 0 WABTEC CORP COM 929740108 15920 194973 SH SOLE 194973 0 0