Impala Asset Management LLC
Q4 2025 13F Holdings
- Locationpalm beach, FL
- Num holdings
23
- Value ($000)
$158,730
- Date Filed02/13/2026
- Form type13F-HR
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CENTURY ALUM CO | COM | 156431108 | $33.61M | 21 % | 857,805 | ||
ERO COPPER CORP | COM | 296006109 | $26.95M | 17 % | 950,000 | ||
BUCKLE INC | COM | 118440106 | $21.37M | 14 % | 400,119 | ||
HUNTSMAN CORP | COM | 447011107 | $8.67M | 6 % | 867,000 | ||
WHIRLPOOL CORP | COM | 963320106 | $7.94M | 5 % | 110,000 | ||
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | $7.28M | 5 % | 158,866 | ||
HUNTSMAN CORP | CALL | 447011907 | $5.37M | 3 % | 537,000 | ||
TRONOX HOLDINGS PLC | CALL | G9087Q902 | $5.29M | 3 % | 1,269,500 | ||
ARCBEST CORP | COM | 03937C105 | $5.19M | 3 % | 70,000 | ||
TRONOX HOLDINGS PLC | SHS | G9087Q102 | $4.77M | 3 % | 1,143,851 |
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