Impala Asset Management (Robert Bishop) discloses updated portfolio positions in 13F filing: New TSE LVS AA PM TXT positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: BTG (~1.73 mln), TSE (~0.7 mln), LVS (~0.58 mln), AA (~0.53 mln), PM (~0.45 mln), TXT (~0.39 mln)
- Increased positions in: SBLK (to ~4.31 mln shares from ~1.95 mln shares), DHI (to ~0.95 mln from ~0.25 mln), HES (to ~1.41 mln from ~0.82 mln), SUM (to ~1.9 mln from ~1.41 mln), KSU (to ~0.46 mln from ~0.01 mln) HZO (to ~2.21 mln from ~1.8 mln),
- Maintained positions in: TECK (~13.5 mln shares), TRN (~2.13 mln shares), CAT (~0.93 mln shares), TTWO (~0.77 mln shares)
- Closed positions in: CSX (from ~0.95 mln shares), NEM (from ~0.68 mln), DAL (from ~0.63 mln), PVH (from ~0.2 mln), DOOR(from ~0.19 mln), SAVE (from ~0.11 mln), STLD (from ~0.05 mln)
- Decreased positions in: STNG (to ~0.3 mln shares from ~2.5 mln shares), FCX (to ~3.85 mln from ~4.87 mln), CENX (to ~2.05 mln from ~2.8 mln), STAY (to ~0.23 mln from ~0.82 mln), SALT (to ~0.73 mln from ~1.28 mln), RIO (to ~2.79 mln from ~3.31 mln), IP (to ~0.11 mln from ~0.52 mln), UNP (to ~0.26 mln from ~0.65 mln), HOG (to ~1.74 mln from ~2.08 mln), GLW (to ~0.19 mln from ~0.52 mln)