Q4 2024 · 13F-HR
Impala Asset Management LLCholdings as filed
Filed 2025-02-14 · accession 0001104659-25-013868
$123.7M
Reported value
14
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 296006109 | ERO | ERO COPPER CORP | $23.4M | 19.0% | 1,739,065 | Common | SOLE |
| 00402L107 | ASO | ACADEMY SPORTS & OUTDOORS INC | $20.7M | 16.7% | 360,000 | Common | SOLE |
| 118440106 | BKE | BUCKLE INC | $16.0M | 13.0% | 315,247 | Common | SOLE |
| 156431108 | CENX | CENTURY ALUM CO | $12.7M | 10.3% | 697,481 | Common | SOLE |
| 952845105 | WFG | WEST FRASER TIMBER CO LTD | $11.2M | 9.06% | 129,300 | Common | SOLE |
| 03937C105 | ARCB | ARCBEST CORP | $10.0M | 8.07% | 107,000 | Common | SOLE |
| 013872106 | AA | ALCOA CORP | $6.7M | 5.43% | 177,800 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD COM | $6.5M | 5.27% | 170,000 | Common | SOLE |
| 002896207 | ANF | ABERCROMBIE & FITCH CO | $5.1M | 4.11% | 34,000 | Common | SOLE |
| 747316107 | KWR | QUAKER HOUGHTON | $3.2M | 2.62% | 23,000 | Common | SOLE |
| 53115L104 | LBRT | LIBERTY ENERGY INC | $2.9M | 2.36% | 146,561 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $2.9M | 2.34% | 29,187 | Common | SOLE |
| 644535106 | NGDN | NEW GOLD INC CDA | $1.7M | 1.36% | 680,000 | Common | SOLE |
| 248356107 | DNN | DENISON MINES CORP | $559,739 | 0.45% | 309,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.