Impala Asset Management LLC

Q1 2025 13F Holdings

  • Location
    palm beach, FL
  • Num holdings

    18

  • Value ($000)

    $120,850

  • Date Filed
    05/21/2025
  • Form type
    13F-HR
  • CIK
    0001317679
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ERO
ERO

ERO COPPER CORP

COM
296006109
$19.97M
17 %

1,648,581

CENX
CENX

CENTURY ALUM CO

COM
156431108
$17.30M
14 %

932,154

BKE
BKE

BUCKLE INC

COM
118440106
$16.55M
14 %

432,000

TECK/B
TECK/B

TECK RESOURCES LTD

CL B
878742204
$15.81M
13 %

434,000

ASO
ASO

ACADEMT SPORTS & OUTDOORS INC

COM
00402L107
$13.92M
12 %

305,151

WFG
WFG

WEST FRASIER TIMBER CO LTD

COM
952845105
$8.75M
7 %

113,900

ANF
ANF

ABERCROMBIE & FITCH CO

CL A
002896207
$8.70M
7 %

113,883

HUN
HUN

HUNTSMAN CORP

COM
447011107
$5.05M
4 %

319,762

NGD
NGD

NEW GOLD INC CDA

COM
644535106
$3.71M
3 %

1,000,000

NEU
NEU

NEWMONT CORP

COM
651587107
$3.14M
3 %

65,000

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 18