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13F-HR filed by Impala Asset Management LLC

Impala Asset Management LLC filed this 13F-HR for the quarter ended 2022-06-30, filed 2022-08-10, with 18 holding rows worth $105,221,000.

Accession
0001172661-22-001768
Filed
2022-08-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2022

A holdings report, 18 entries on the cover page, a total value of $105,221,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $105,221,000 with VALUE read as thousands by filing date, 13F file number 028-11248. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
HARLEY DAVIDSON INC COM412822108Stock675,000$21,371,000thousands by filing date
EXPAND ENERGY CORPORATION COM165167735Stock163,000$13,219,000thousands by filing date
DANAOS CORPORATION SHSY1968P121Stock139,700$8,815,000thousands by filing date
RIO TINTO PLC SPONSORED ADR767204100ADR137,500$8,388,000thousands by filing date
ERO COPPER CORP COM296006109Stock975,098$8,234,000thousands by filing date
BUCKLE INC COM118440106Stock200,000$5,538,000thousands by filing date
ConocoPhillips20825C104COM54,500$4,895,000thousands by filing date
NORTHROP GRUMMAN CORP COM666807102Stock10,000$4,786,000thousands by filing date
HESS CORP42809H107COM45,000$4,767,000thousands by filing date
WEST FRASER TIMBER CO LTD COM952845105Stock60,000$4,604,000thousands by filing date
UNIFI INC904677200COM NEW267,240$3,757,000thousands by filing date
VALE S A91912E105SPONSORED ADS250,000$3,658,000thousands by filing date
TECK RESOURCES LTD878742303COMMON115,000$3,548,000thousands by filing date
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A55,534$2,571,000thousands by filing date
NVR INC COM62944T105Stock600$2,402,000thousands by filing date
VALARIS LTDG9460G101CL A55,000$2,323,000thousands by filing date
LOUISIANA PAC CORP COM546347105Stock33,000$1,730,000thousands by filing date
BRP INC COM SUN VTG05577W200Stock10,000$615,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-22-001768this filing2022-08-10acceptance time not in the bulk data set