Impala Asset Management LLC

Q2 2025 13F Holdings

  • Location
    palm beach, FL
  • Num holdings

    23

  • Value ($000)

    $146,381

  • Date Filed
    08/27/2025
  • Form type
    restatement
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ERO
ERO

ERO COPPER CORP

COM
296006109
$27.58M
19 %

1,632,900

ASO
ASO

ACADEMT SPORTS & OUTDOORS INC

COM
00402L107
$17.05M
12 %

380,424

BKE
BKE

BUCKLE INC

COM
118440106
$16.19M
11 %

357,038

CENX
CENX

CENTURY ALUM CO

COM
156431108
$14.49M
10 %

803,894

TECK/B
TECK/B

TECK RESOURCES LTD

CL B
878742204
$11.60M
8 %

287,382

ANF
ANF

ABERCROMBIE & FITCH CO

CL A
002896207
$8.20M
6 %

99,000

HUN
HUN

HUNTSMAN CORP

COM
447011107
$8.08M
6 %

775,000

---

ARCELORMITTAL SA LUXEMBOURG

NY REGISTRY SH
03938L023
$5.87M
4 %

185,558

ARCB
ARCB

ARCBEST CORP

COM
03937C105
$5.47M
4 %

71,000

NGD
NGD

NEW GOLD INC CDA

COM
644535106
$4.65M
3 %

940,000

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 23