Q3 2025 · 13F-HR
Impala Asset Management LLCholdings as filed
Filed 2025-11-12 · accession 0001104659-25-110409
$147.6M
Reported value
16
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 296006109 | ERO | ERO COPPER CORP | $31.6M | 21.4% | 1,707,400 | Common | SOLE |
| 156431108 | CENX | CENTURY ALUM CO | $20.2M | 13.7% | 689,000 | Common | SOLE |
| 00402L107 | ASO | ACADEMY SPORTS & OUTDOORS INC | $19.9M | 13.5% | 397,115 | Common | SOLE |
| 447011107 | HUN | HUNTSMAN CORP | $15.5M | 10.5% | 1,731,000 | Common | SOLE |
| 118440106 | BKE | BUCKLE INC | $14.0M | 9.46% | 238,000 | Common | SOLE |
| 960413102 | WLK | WESTLAKE CORPORATION | $8.9M | 6.00% | 115,000 | Common | SOLE |
| 002896207 | ANF | ABERCROMBIE & FITCH CO CL A | $7.0M | 4.72% | 81,500 | Common | SOLE |
| 644535106 | NGDN | NEW GOLD INC CDA | $6.5M | 4.38% | 900,000 | Common | SOLE |
| 45679R104 | — | IVANHOE MINES LTD COM CL A | $5.7M | 3.88% | 539,900 | Common | SOLE |
| 03938L023 | — | ARCELORMITTAL SA | $4.7M | 3.19% | 131,000 | Common | SOLE |
| 03937C105 | ARCB | ARCBEST CORP | $4.6M | 3.12% | 66,000 | Common | SOLE |
| 680665205 | OLN | OLIN CORP COM PAR $1 | $3.0M | 2.03% | 120,000 | Common | SOLE |
| 343412102 | FLR | FLUOR CORP NEW | $2.1M | 1.45% | 50,718 | Common | SOLE |
| 406216101 | HAL | HALLIBURTON CO | $2.1M | 1.42% | 85,000 | Common | SOLE |
| 654445303 | NTDOY | NINTENDO LTD UNSPON ADS | $1.2M | 0.80% | 55,000 | Common | SOLE |
| 150870103 | CE | CELANESE CORP DEL | $631,200 | 0.43% | 15,000 | 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.