Impala Asset Management LLC

Q4 2024 13F Holdings

  • Location
    palm beach, FL
  • Num holdings

    14

  • Value ($000)

    $123,669

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ERO
ERO

ERO COPPER CORP

COM
296006109
$23.44M
19 %

1,739,065

ASO
ASO

ACADEMY SPORTS & OUTDOORS INC

COM
00402L107
$20.71M
17 %

360,000

BKE
BKE

BUCKLE INC

COM
118440106
$16.02M
13 %

315,247

CENX
CENX

CENTURY ALUM CO

COM
156431108
$12.71M
10 %

697,481

WFG
WFG

WEST FRASER TIMBER CO LTD

COM
952845105
$11.20M
9 %

129,300

ARCB
ARCB

ARCBEST CORP

COM
03937C105
$9.99M
8 %

107,000

AA
AA

ALCOA CORP

COM
013872106
$6.72M
5 %

177,800

SLB
SLB

SCHLUMBERGER LTD COM

COM STK
806857108
$6.52M
5 %

170,000

ANF
ANF

ABERCROMBIE & FITCH CO

CL A
002896207
$5.08M
4 %

34,000

KWR
KWR

QUAKER HOUGHTON

COM
747316107
$3.24M
3 %

23,000

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