Impala Asset Management Llc (1317679) Portfolio


Number of Companies: 69
Inflow: $679,882 K
Outflow: $-659,844 K
Net Flow: $20,038 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2348 5 Rio Tinto Plc (RIO) Steel Raw Material Suppliers 3,491,691 New Holding 3,491,691 $28.27 $98,710 $98,710
720 16 Newmont Mining Corp (NEM) Precious Metal Mining 2,111,179 New Holding 2,111,179 $26.58 $56,115 $56,115
2567 20 Teck Resources Ltd-Cls B (TCK) Base Metals 8,591,251 Added More 7,028,998 $7.61 $53,490 $65,379
2831 5 Kansas City Southern (KSU) Rail Freight 537,095 New Holding 537,095 $85.44 $45,894 $45,894
301 1 Brunswick Corp (BC) Recreational Vehicles 927,721 New Holding 927,721 $47.98 $44,512 $44,512
1589 2 Wabtec Corp (WAB) Railroad Rolling Stock 443,875 New Holding 443,875 $79.29 $35,194 $35,194
312 2 Joy Global Inc (JOY) Construction And Mining Machinery 2,017,803 New Holding 2,017,803 $16.07 $32,426 $32,426
38 3 Continental Resources Incok (CLR) Exploration And Production 1,026,139 New Holding 1,026,139 $30.36 $31,153 $31,153
15 2 Newfield Exploration Co (NFX) Exploration And Production 836,710 New Holding 836,710 $33.25 $27,820 $27,820
2865 6 Norfolk Southern Corp (NSC) Rail Freight 356,894 Added More 292,683 $83.25 $24,365 $29,711
3035 2 United Parcel Service-Cl B (UPS) Courier Services 195,484 New Holding 195,484 $105.47 $20,617 $20,617
2656 18 Parker Hannifin Corp (PH) Flow Control Equipment 155,634 New Holding 155,634 $111.08 $17,287 $17,287
2573 17 United States Steel Corp (X) Steel Producers 975,778 New Holding 975,778 $16.04 $15,661 $15,661
2841 29 Eastman Chemical Co (EMN) Basic And Diversified Chemicals 216,727 New Holding 216,727 $72.23 $15,654 $15,654
3025 1 Fedex Corp (FDX) Courier Services 93,589 New Holding 93,589 $162.72 $15,228 $15,228
2981 80 Eog Resources Inc (EOG) Exploration And Production 207,509 New Holding 207,509 $72.58 $15,061 $15,061
9 1 Devon Energy Corp (DVN) Exploration And Production 466,436 New Holding 466,436 $27.44 $12,799 $12,799
2401 4 Harley-Davidson Inc (HOG) Automobiles 1,841,711 Added More 225,166 $51.33 $11,557 $94,535
2993 54 Schlumberger Ltd (SLB) Oil And Gas Services And Equip 154,574 New Holding 154,574 $73.75 $11,399 $11,399
2806 7 Deere And Co (DE) Agricultural Machinery 124,296 New Holding 124,296 $76.98 $9,569 $9,569
2801 62 Nvidia Corp (NVDA) Semiconductor Devices 794,392 Added More 267,432 $35.63 $9,528 $28,304
2231 17 Hanesbrands Inc (HBI) Apparel Footwear And Acc Design 334,278 New Holding 334,278 $28.34 $9,473 $9,473
2350 3 Louisiana-Pacific Corp (LPX) Wood Building Materials 848,390 Added More 550,555 $17.12 $9,425 $14,524
2822 14 Dr Horton Inc (DHI) Homebuilders 256,477 New Holding 256,477 $30.23 $7,753 $7,753
2532 19 Freeport-Mcmoran Inc (FCX) Base Metals 741,946 New Holding 741,946 $10.34 $7,671 $7,671
194 1 Unifi Inc (UFI) Textile And Textile Products 1,388,661 Added More 241,420 $22.91 $5,530 $31,814
2303 12 Fluor Corp (FLR) Infrastructure Construction 510,569 Added More 99,735 $53.70 $5,355 $27,417
2684 27 Visteon Corp (VC) Auto Parts 65,359 New Holding 65,359 $79.58 $5,201 $5,201
2681 14 United Rentals Inc (URI) Industrial Distribution And Rental 77,700 New Holding 77,700 $62.18 $4,832 $4,832
72 2 Kirby Corp (KEX) Marine Shipping 457,751 Added More 78,951 $60.29 $4,759 $27,597
2662 9 Ryder System Inc (R) Logistics Services 50,752 New Holding 50,752 $64.77 $3,287 $3,287
2626 34 Buffalo Wild Wings Inc (BWLD) Restaurants 38,060 Added More 19,470 $148.11 $2,883 $5,637
3070 18 Home Depot Inc (HD) Home Products Stores 21,397 New Holding 21,397 $133.42 $2,855 $2,855
41 3 Whitewave Foods Co (WWAV) Packaged Food 52,100 New Holding 52,100 $40.63 $2,117 $2,117
2799 10 Wyndham Worldwide Corp (WYN) Lodging 24,916 New Holding 24,916 $76.43 $1,904 $1,904
2759 28 Coach Inc (COH) Specialty Apparel Stores 38,500 New Holding 38,500 $40.09 $1,543 $1,543
2765 15 Hertz Global Holdings Inc (HTZ) Automotive Retailers 91,700 New Holding 91,700 $10.53 $965 $965
2971 79 Occidental Petroleum Corp (OXY) Exploration And Production 173,606 Added More 3,969 $68.43 $271 $11,879
36 1 Skechers Usa Inc-Cl A (SKX) Apparel Footwear And Acc Design 60,705 Sold Some -39,870 $30.45 $-1,214 $1,848
2940 66 Nxp Semiconductors Nv (NXPI) Semiconductor Devices 0 Sold All -18,088 $81.07 $-1,466 $0
1945 18 Euronet Worldwide Inc (EEFT) Consumer Finance 0 Sold All -19,996 $74.11 $-1,481 $0
3078 18 Priceline Group Incthe (PCLN) Internet Based Services 0 Sold All -1,206 $1288.95 $-1,554 $0
375 2 Marinemax Inc (HZO) Automotive Retailers 989,143 Sold Some -93,067 $19.46 $-1,812 $19,258
2869 51 Baker Hughes Inc (BHI) Oil And Gas Services And Equip 0 Sold All -43,456 $43.83 $-1,904 $0
2923 7 Martin Marietta Materials (MLM) Cement And Aggregates 0 Sold All -12,661 $159.50 $-2,019 $0
165 4 Brinker International Inc (EAT) Restaurants 0 Sold All -62,409 $45.95 $-2,867 $0
3042 9 Northrop Grumman Corp (NOC) Defense Primes 0 Sold All -18,892 $197.89 $-3,738 $0
2837 2 Carnival Corp (CCL) Cruise Lines 809,999 Sold Some -72,439 $52.77 $-3,822 $42,743
1997 7 Monro Muffler Brake Inc (MNRO) Automotive Retailers 0 Sold All -61,832 $71.47 $-4,419 $0
2810 85 Activision Blizzard Inc (ATVI) Application Software 96,100 Sold Some -134,880 $33.84 $-4,564 $3,252
89 1 Wynn Resorts Ltd (WYNN) Casinos And Gaming 0 Sold All -56,898 $93.43 $-5,315 $0
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 0 Sold All -10,825 $593.64 $-6,426 $0
2889 12 Cbs Corp-Class B Non Voting (CBS) Entertainment Content 83,359 Sold Some -134,241 $55.09 $-7,395 $4,592
3016 38 Starbucks Corp (SBUX) Restaurants 68,128 Sold Some -143,462 $59.70 $-8,564 $4,067
2344 71 Take-Two Interactive Softwre (TTWO) Application Software 1,423,857 Sold Some -297,023 $37.66 $-11,188 $53,636
2921 14 Delta Air Lines Inc (DAL) Airlines 958,825 Sold Some -256,720 $48.68 $-12,497 $46,675
2986 89 Salesforcecom Inc (CRM) Application Software 0 Sold All -308,922 $73.83 $-22,807 $0
2720 10 Expeditors Intl Wash Inc (EXPD) Logistics Services 0 Sold All -485,566 $48.81 $-23,700 $0
2936 25 Ppg Industries Inc (PPG) Specialty Chemicals 0 Sold All -253,806 $111.48 $-28,296 $0
274 1 Swift Transportation Co (SWFT) Trucking 3,120,938 Sold Some -1,642,424 $18.62 $-30,598 $58,143
3056 27 Boeing Cothe (BA) Aircraft And Parts 0 Sold All -242,882 $126.94 $-30,831 $0
3074 26 Facebook Inc-A (FB) Internet Media 221,858 Sold Some -279,415 $114.09 $-31,881 $25,313
2860 15 Marathon Petroleum Corp (MPC) Refining And Marketing 0 Sold All -918,631 $37.18 $-34,154 $0
195 2 Eagle Materials Inc (EXP) Cement And Aggregates 0 Sold All -602,329 $70.11 $-42,229 $0
2661 28 Lyondellbasell Indu-Cl A (LYB) Basic And Diversified Chemicals 327,812 Sold Some -496,423 $85.58 $-42,483 $28,054
2833 18 Mohawk Industries Inc (MHK) Home Improvement 25,320 Sold Some -295,067 $190.89 $-56,328 $4,833
3005 17 Lowes Cos Inc (LOW) Home Products Stores 0 Sold All -825,235 $75.75 $-62,511 $0
3048 15 Nvr Inc (NVR) Homebuilders 130,472 Sold Some -44,251 $1732.40 $-76,660 $226,029
2964 15 United Continental Holdings (UAL) Airlines 105,473 Sold Some -1,588,823 $59.86 $-95,106 $6,313