Impala Asset Management LLC
20 holdingsFiling period: 2026-06-30Current AUM: $183.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CENX | CENTURY ALUM CO | 1.03M | $47.6M | $41.1M | 22.42% | +60.0K | 2026-06-30 |
| 2 | ERO | ERO COPPER CORP | 1.17M | $31.2M | $37.9M | 20.70% | +141.0K | 2026-06-30 |
| 3 | BKE | BUCKLE INC | 412.0K | $17.4M | $16.3M | 8.91% | -7,578 | 2026-06-30 |
| 4 | DOW | DOW HLDGS INC | 537.0K | $14.7M | $16.0M | 8.74% | -- | 2026-06-30 |
| 5 | — | TRONOX HOLDINGS PLC | 1.92M | $12.1M | $12.1M | 6.60% | +1.39M | 2026-06-30 |
| 6 | ANF | ABERCROMBIE & FITCH CO | 108.7K | $9.8M | $14.7M | 8.01% | +41.7K | 2026-06-30 |
| 7 | SLB | SLB LIMITED | 185.0K | $8.6M | $10.0M | 5.47% | +27.7K | 2026-06-30 |
| 8 | AA | ALCOA CORP | 135.0K | $7.0M | $6.3M | 3.43% | +5.0K | 2026-06-30 |
| 9 | CENX | CENTURY ALUM CO | 150.0K | $6.9M | $6.0M | 3.25% | -- | 2026-06-30 |
| 10 | — | TRONOX HOLDINGS PLC | 690.0K | $4.3M | $4.3M | 2.37% | -478,200 | 2026-06-30 |
| 11 | DVN | DEVON ENERGY CORP NEW | 90.0K | $3.7M | $4.6M | 2.52% | -- | 2026-06-30 |
| 12 | FANG | DIAMONDBACK ENERGY INC | 19.0K | $3.3M | $4.0M | 2.19% | +9.0K | 2026-06-30 |
| 13 | DOW | DOW HLDGS INC | 100.0K | $2.7M | $3.0M | 1.63% | -- | 2026-06-30 |
| 14 | — | STAR BULK CARRIERS CORP | 80.5K | $2.0M | $2.0M | 1.10% | -39,521 | 2026-06-30 |
| 15 | — | DHT HOLDINGS INC | 85.0K | $1.4M | $1.4M | 0.77% | +35.0K | 2026-06-30 |
| 16 | IE | IVANHOE ELECTRIC INC | 140.0K | $1.3M | $1.3M | 0.71% | -- | 2026-06-30 |
| 17 | MLI | MUELLER INDS INC | 5.0K | $614K | $605K | 0.33% | -10,000 | 2026-06-30 |
| 18 | HUN | HUNTSMAN CORP | 50.1K | $532K | $462K | 0.25% | -400,900 | 2026-06-30 |
| 19 | VGZ | VISTA GOLD CORP | 275.0K | $525K | $594K | 0.32% | -- | 2026-06-30 |
| 20 | VRA | VERA BRADLEY INC | 125.0K | $486K | $511K | 0.28% | -- | 2026-06-30 |
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