Impala Asset Management LLC — Q2 2025 13F-HR/A

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Q2 2025 · 13F-HR/A

Impala Asset Management LLCholdings as filed

Filed 2026-02-13 · accession 0001104659-26-015302

$11.6M

Reported value

Positions

2025-06-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
G9087Q102	TROX	TRONOX HOLDINGS PLC	$5.9M	50.9%	1,165,000	Common	SOLE
G9087Q902	—	TRONOX HOLDINGS PLC	$3.3M	28.4%	651,300	Common	SOLE
G93A5A101	VIK	VIKING HOLDINGS LTD	$2.4M	20.7%	45,000	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.