Impala Asset Management LLC — Q1 2025 13F-HR/A

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Q1 2025 · 13F-HR/A

Impala Asset Management LLCholdings as filed

Filed 2026-02-13 · accession 0001104659-26-015288

$9.3M

Reported value

Positions

2025-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
G9087Q102	TROX	TRONOX HOLDINGS PLC	$6.4M	68.6%	910,000	Common	SOLE
Y8162K204	SBLK	STAR BULK CARRIERS CORP	$1.8M	19.2%	115,000	Common	SOLE
464287184	FXI	ISHARES TR	$716,800	7.68%	20,000	Common	SOLE
G9087Q902	—	TRONOX HOLDINGS PLC	$422,400	4.52%	60,000	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.