Impala Asset Management LLC

Q3 2025 13F Holdings

  • Location
    palm beach, FL
  • Num holdings

    19

  • Value ($000)

    $147,593

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001317679
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ERO
ERO

ERO COPPER CORP

COM
$31.31 M
21 %

1,546,400

CENX
CENX

CENTURY ALUM CO

COM
$20.23 M
14 %

689,000

ASO
ASO

ACADEMY SPORTS & OUTDOORS INC

COM
$16.11 M
11 %

322,115

BKE
BKE

BUCKLE INC

COM
$13.96 M
10 %

238,000

HUN
HUN

HUNTSMAN CORP

COM
$10.73 M
7 %

1,195,000

UEO
UEO

WESTLAKE CORPORATION

COM
$8.86 M
6 %

115,000

ANF
ANF

ABERCROMBIE & FITCH CO CL A

CL A
$6.97 M
5 %

81,500

NGD
NGD

NEW GOLD INC CDA

COM
$6.46 M
4 %

900,000

---

IVANHOE MINES LTD COM CL A

CL A
$5.72 M
4 %

539,900

HUN
HUN

HUNTSMAN CORP

CALL
$4.81 M
3 %

536,000

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