Impala Asset Management LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationpalm beach, FL
- CIK0001317679
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
14 | $123.67M | ERO, ASO, BKE, CENX | 13F-HR | Feb 14, 2025 | 000110465925013868 | ||
16 | $164.51M | ERO, BKE, WFG, CENX | 13F-HR | Nov 15, 2024 | 000110465924119622 | ||
15 | $110.61M | ERO, CENX, WFG, BKE | 13F-HR | Aug 15, 2024 | 000110465924090058 | ||
18 | $110.94M | ERO, CENX, BKE, GUSH | 13F-HR | May 15, 2024 | 000110465924061724 | ||
15 | $92.46M | ERO, CNK, BKE, VSCO | 13F-HR | Feb 15, 2024 | 000110465924024417 | ||
18 | $114.47M | ERO, BKE, FUN, CNK | 13F-HR | Nov 15, 2023 | 000110465923118615 | ||
15 | $111.02M | ERO, CNK, FUN, BKE | 13F-HR | Aug 8, 2023 | 000110465923088762 | ||
20 | $117.08M | ERO, HARLEY DAVIDSON INC, HES, FUN | 13F-HR | May 17, 2023 | 000110465923061785 | ||
27 | $179.12M | HARLEY DAVIDSON INC, ERO, CHK, ARCB | 13F-HR | Feb 14, 2023 | 000156761923002596 | ||
25 | $147.53M | HARLEY DAVIDSON INC, SPXL, ERO, UUP | 13F-HR | Nov 10, 2022 | 000117266122002352 | ||
18 | $105.22M | HARLEY DAVIDSON INC, CHK, DANAOS CORPORATION, RIO | 13F-HR | Aug 10, 2022 | 000117266122001768 | ||
38 | $1.16B | HARLEY DAVIDSON INC, WFG, DANAOS CORPORATION, RIO | 13F-HR | May 13, 2022 | 000117266122001265 | ||
45 | $1.27B | HARLEY DAVIDSON INC, WFG, RIO, DVN | 13F-HR | Feb 15, 2022 | 000117266122000941 | ||
53 | $1.41B | HARLEY DAVIDSON INC, WFG, DVN, DANAOS CORPORATION | 13F-HR | Nov 15, 2021 | 000117266121002220 | ||
47 | $1.50B | HARLEY DAVIDSON INC, WFG, DVN, NVR | 13F-HR | Aug 12, 2021 | 000117266121001643 | ||
55 | $1.52B | WFG, HARLEY DAVIDSON INC, RIO, RIO | 13F-HR | May 13, 2021 | 000117266121001106 | ||
54 | $1.11B | HARLEY DAVIDSON INC, NVR, RIO, RIO | 13F-HR | Feb 16, 2021 | 000117266121000802 | ||
42 | $991.55M | HARLEY DAVIDSON INC, NVR, KSU, NDQ | 13F-HR | Nov 16, 2020 | 000117266120002300 | ||
42 | $873.88M | HARLEY DAVIDSON INC, RIO, NVR, LPX | 13F-HR | Aug 14, 2020 | 000117266120001852 | ||
28 | $743.30M | NVR, RIO, KSU, LPX | 13F-HR | May 15, 2020 | 000117266120001399 | ||
44 | $1.32B | TECK/B, RIO, HES, NVR | 13F-HR | Feb 13, 2020 | 000117266120000451 | ||
37 | $1.38B | TECK/B, NVR, RIO, HES | 13F-HR | Nov 13, 2019 | 000117266119002183 | ||
30 | $2.22B | SPY, TECK/B, RIO, NVR | 13F-HR | Aug 13, 2019 | 000117266119001709 | ||
36 | $1.92B | TECK/B, RIO, CAT, NVR | 13F-HR | May 10, 2019 | 000117266119001151 | ||
43 | $1.85B | TECK/B, NORFOLK SOUTHERN CORP, CAT, RIO | 13F-HR | Feb 13, 2019 | 000117266119000445 | ||
51 | $3.02B | DIA, TECK/B, CAT, HES | RESTATEMENT | Nov 20, 2018 | 000117266118002224 | ||
60 | $2.18B | TECK/B, CAT, NVR, HES | 13F-HR | Aug 14, 2018 | 000117266118001541 | ||
58 | $2.24B | TECK/B, CAT, NVR, RIO | 13F-HR | May 15, 2018 | 000117266118001217 | ||
63 | $2.82B | SPY, TECK/B, NVR, CAT | 13F-HR | Feb 13, 2018 | 000117266118000402 | ||
65 | $2.24B | TECK/B, NVR, RIO, CAT | 13F-HR | Nov 13, 2017 | 000117266117001954 | ||
60 | $1.97B | TECK/B, NVR, RIO, HARLEY DAVIDSON INC | 13F-HR | Aug 11, 2017 | 000117266117001545 | ||
66 | $2.15B | TECK/B, NVR, RIO, UNP | 13F-HR | May 12, 2017 | 000117266117001046 | ||
58 | $1.89B | TECK/B, NVR, RIO, FCX | 13F-HR | Feb 13, 2017 | 000117266117000459 | ||
53 | $1.52B | TECK/B, NVR, RIO, SWIFT TRANSN CO | 13F-HR | Nov 14, 2016 | 000117266116004343 | ||
51 | $1.39B | NVR, TECK/B, CAA, HARLEY DAVIDSON INC | 13F-HR | Aug 12, 2016 | 000117266116003711 | ||
59 | $1.54B | NVR, HARLEY DAVIDSON INC, CAA, RIO | 13F-HR | May 13, 2016 | 000117266116003265 | ||
45 | $1.49B | NVR, CAA, UAL, HARLEY DAVIDSON INC | 13F-HR | Feb 16, 2016 | 000117266116002745 | ||
49 | $1.67B | NVR, RYL, EXP, PHM | 13F-HR | Nov 16, 2015 | 000117266115001997 | ||
55 | $1.76B | NVR, RYL, EXP, MTH | 13F-HR | Aug 13, 2015 | 000117266115001494 | ||
67 | $4.39B | SPY, NVR, RYL, UAL | 13F-HR | May 14, 2015 | 000117266115001071 | ||
61 | $2.50B | NVR, RYL, UAL, LPX | 13F-HR | Feb 13, 2015 | 000117266115000416 | ||
62 | $2.66B | NVR, LEN, UAL, RYL | 13F-HR | Nov 13, 2014 | 000117266114001734 | ||
71 | $3.12B | NVR, DAL, UAL, RYL | RESTATEMENT | Aug 19, 2014 | 000117266114001501 | ||
61 | $2.78B | NVR, DAL, M, FLR | 13F-HR | May 14, 2014 | 000117266114001001 | ||
71 | $2.21B | NVR, DAL, M, HP | 13F-HR | Feb 13, 2014 | 000117266114000438 |