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Impala Asset Management LLC files portfolio update

Impala Asset Management LLC just filed a portfolio update (also known as a 13-F), dated November 16, 2015. The portfolio holdings are as of September 30, 2015.

Impala Asset Management LLC reported adding to its positions of:

  • United Continental Holdings
  • Unifi
  • Tempur-pedic International Inc
  • Target Corporation
  • Starbucks Corporation
  • Ryland Group
  • Ryder System
  • PulteGroup
  • Occidental Petroleum Corporation
  • Monster Beverage Corporation
  • MarineMax
  • LyondellBasell Industries NV
  • Lowe's Companies
  • Facebook
  • Electronic Arts Inc.
  • Eagle Materials Inc
  • D.R. Horton
  • Costco Wholesale Corporation
  • Carnival Plc ADS
  • Belmond

Positions in the following companies appear to have been...