Impala Asset Management LLC

Q3 2025 13F Holdings

  • Location
    palm beach, FL
  • Num holdings

    19

  • Value ($000)

    $147,593

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
E
ERO

ERO COPPER CORP

COM
$31.31M
21 %

1,546,400

C
CENX

CENTURY ALUM CO

COM
$20.23M
14 %

689,000

A
ASO

ACADEMY SPORTS & OUTDOORS INC

COM
$16.11M
11 %

322,115

B
BKE

BUCKLE INC

COM
$13.96M
10 %

238,000

H
HUN

HUNTSMAN CORP

COM
$10.73M
7 %

1,195,000

U
UEO

WESTLAKE CORPORATION

COM
$8.86M
6 %

115,000

A
ANF

ABERCROMBIE & FITCH CO CL A

CL A
$6.97M
5 %

81,500

N
NGD

NEW GOLD INC CDA

COM
$6.46M
4 %

900,000

---

IVANHOE MINES LTD COM CL A

CL A
$5.72M
4 %

539,900

H
HUN

HUNTSMAN CORP

CALL
$4.81M
3 %

536,000

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