0001172661-22-001265.txt : 20220513
0001172661-22-001265.hdr.sgml : 20220513
20220513100727
ACCESSION NUMBER: 0001172661-22-001265
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220513
DATE AS OF CHANGE: 20220513
EFFECTIVENESS DATE: 20220513
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: 22920756
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
03-31-2022
03-31-2022
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
05-13-2022
0
38
1159025
INFORMATION TABLE
2
infotable.xml
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CL A
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430000
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ALPHABET INC
CAP STK CL A
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6900
SH
SOLE
6900
0
0
ARCH RESOURCES INC
CL A
03940R107
47182
343444
SH
SOLE
343444
0
0
BARCLAYS PLC
ADR
06738E204
6320
800000
SH
Call
SOLE
800000
0
0
BRP INC
COM SUN VTG
05577W200
8200
100000
SH
SOLE
100000
0
0
BRUNSWICK CORP
COM
117043109
45511
562623
SH
SOLE
562623
0
0
BUCKLE INC
COM
118440106
8247
249620
SH
SOLE
249620
0
0
CATERPILLAR INC
COM
149123101
10027
45000
SH
SOLE
45000
0
0
CENTURY ALUM CO
COM
156431108
41044
1560000
SH
SOLE
1560000
0
0
CHESAPEAKE ENERGY CORP
COM
165167735
61007
701231
SH
SOLE
701231
0
0
CHILDRENS PL INC NEW
COM
168905107
16035
325253
SH
SOLE
325253
0
0
CLEVELAND-CLIFFS INC NEW
COM
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26474
821906
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CONOCOPHILLIPS
COM
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30065
300651
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DANAOS CORPORATION
SHS
Y1968P121
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DEVON ENERGY CORP NEW
COM
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DHT HOLDINGS INC
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ERO COPPER CORP
COM
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2307480
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FLUOR CORP NEW
COM
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319574
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SOLE
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HARLEY DAVIDSON INC
COM
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HESS CORP
COM
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357014
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KB HOME
COM
48666K109
18619
575000
SH
SOLE
575000
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KNIGHT-SWIFT TRANSN HLDGS IN
CL A
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28762
570000
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SOLE
570000
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KRATOS DEFENSE & SEC SOLUTIO
COM NEW
50077B207
3973
194000
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SOLE
194000
0
0
LITHIA MTRS INC
COM
536797103
3902
13000
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SOLE
13000
0
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LOUISIANA PAC CORP
COM
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63999
1030250
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SOLE
1030250
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MASONITE INTL CORP
COM
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13731
154380
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MODERNA INC
COM
60770K107
703
4082
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NORTHROP GRUMMAN CORP
COM
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20000
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NVR INC
COM
62944T105
31910
7143
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OLIN CORP
COM PAR $1
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23735
454000
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454000
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RIO TINTO PLC
SPONSORED ADR
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STAR BULK CARRIERS CORP.
SHS PAR
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33281
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TECK COMINCO LTD A SHARES
CL A
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12200
279939
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SOLE
279939
0
0
TECK RESOURCES LTD
CL B
878742204
32312
800000
SH
SOLE
800000
0
0
UNIFI INC
COM NEW
904677200
24747
1367240
SH
SOLE
1367240
0
0
WEST FRASER TIMBER CO LTD
COM
952845105
82862
1005600
SH
SOLE
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WILLIAMS ROWLAND ACQUISITION
UNIT 99/99/9999
96951B201
5038
499800
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SOLE
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ZIM INTEGRATED SHIPPING SERV
SHS
M9T951109
38173
525000
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525000
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