Impala Asset Management LLC
Q2 2025 13F Holdings
- Locationpalm beach, FL
- Num holdings
23
- Value ($000)
$146,381
- Date Filed08/27/2025
- Form typerestatement
- CIK0001317679
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ERO ERO COPPER CORP | COM | 296006109 | $27.58 M | 19 % | 1,632,900 | ||
ASO ACADEMT SPORTS & OUTDOORS INC | COM | 00402L107 | $17.05 M | 12 % | 380,424 | ||
BKE BUCKLE INC | COM | 118440106 | $16.19 M | 11 % | 357,038 | ||
CENX CENTURY ALUM CO | COM | 156431108 | $14.49 M | 10 % | 803,894 | ||
TECK/B TECK RESOURCES LTD | CL B | 878742204 | $11.60 M | 8 % | 287,382 | ||
ANF ABERCROMBIE & FITCH CO | CL A | 002896207 | $8.20 M | 6 % | 99,000 | ||
HUN HUNTSMAN CORP | COM | 447011107 | $8.08 M | 6 % | 775,000 | ||
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L023 | $5.87 M | 4 % | 185,558 | ||
ARCB ARCBEST CORP | COM | 03937C105 | $5.47 M | 4 % | 71,000 | ||
NGD NEW GOLD INC CDA | COM | 644535106 | $4.65 M | 3 % | 940,000 |
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