CIK 1317679
Impala Asset Management LLC
Institutional 13F holdings & portfolio
Holdings
23
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–23 of 23
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CENX | CENTURY ALUM CO | 858K | $1M+ | SH |
| ERO | ERO COPPER CORP | 950K | $1M+ | SH |
| BKE | BUCKLE INC | 400K | $1M+ | SH |
| HUN | HUNTSMAN CORP | 867K | $1M+ | SH |
| WHR | WHIRLPOOL CORP | 110K | $1M+ | SH |
| MT | ARCELORMITTAL SA LUXEMBOURG | 159K | $1M+ | SH |
| — | HUNTSMAN CORP | 537K | $1M+ | SH |
| — | TRONOX HOLDINGS PLC | 1.3M | $1M+ | SH |
| ARCB | ARCBEST CORP | 70K | $1M+ | SH |
| TROX | TRONOX HOLDINGS PLC | 1.1M | $1M+ | SH |
| AMR | ALPHA METALLURGICAL RESOUR INC | 22K | $1M+ | SH |
| DKS | DICKS SPORTING GOODS INC | 21K | $1M+ | SH |
| OLN | OLIN CORP | 167K | $1M+ | SH |
| RIO | RIO TINTO PLC | 40K | $1M+ | SH |
| SBLK | STAR BULK CARRIERS CORP | 167K | $1M+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 20K | $1M+ | SH |
| NGD | NEW GOLD INC CDA | 300K | $1M+ | SH |
| VALE | VALE S A | 160K | $1M+ | SH |
| MLI | MUELLER INDS INC | 15K | $1M+ | SH |
| HY | HYSTER-YALE INC | 50K | $1M+ | SH |
| FLNC | FLUENCE ENERGY INC | 60K | $1M+ | SH |
| VRA | VERA BRADLEY INC | 403K | $500K+ | SH |
| PGEN | PRECIGEN INC | 165K | $500K+ | SH |