Impala Asset Management LLC
Q1 2026 13F Holdings
- Locationpalm beach, FL
- Num holdings
26
- Value ($000)
$214,630
- Date Filed 05/13/2026
- Form type13F-HR
- CIK 0001317679
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CENTURY ALUM CO | COM | 156431108 | $57.22M | 27 % | 975,000 | ||
ERO COPPER CORP | COM | 296006109 | $27.39M | 13 % | 1,027,956 | ||
BUCKLE INC | COM | 118440106 | $21.13M | 10 % | 419,578 | ||
TRONOX HOLDINGS PLC | CALL | G9087Q902 | $11.41M | 5 % | 1,168,200 | ||
EASTMAN CHEM CO | COM | 277432100 | $8.78M | 4 % | 115,000 | ||
PPG INDS INC | COM | 693506107 | $8.76M | 4 % | 82,000 | ||
ALCOA CORP | COM | 013872106 | $8.62M | 4 % | 130,000 | ||
SLB LIMITED COM STK | COM STK | 806857108 | $8.08M | 4 % | 157,284 | ||
CELANESE CORP DEL | COM | 150870103 | $7.23M | 3 % | 110,000 | ||
HUNTSMAN CORP | COM | 447011107 | $7.19M | 3 % | 540,000 |
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