Universe · entity
Impala Asset Management LLC
Institutional manager (13F) · CIK 1317679
13F holdings · as of 2026-03-31 · top 26 · reported portfolio $215M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CENTURY ALUM CO | $57M | 975,000 |
| 2 | ERO COPPER CORP | $27M | 1,027,956 |
| 3 | BUCKLE INC | $21M | 419,578 |
| 4 | TRONOX HOLDINGS PLC | $11M | 1,168,200 |
| 5 | EASTMAN CHEM CO | $9M | 115,000 |
| 6 | PPG INDS INC | $9M | 82,000 |
| 7 | ALCOA CORP | $9M | 130,000 |
| 8 | SLB LIMITED COM STK | $8M | 157,284 |
| 9 | CELANESE CORP DEL | $7M | 110,000 |
| 10 | HUNTSMAN CORP | $7M | 540,000 |
| 11 | ABERCROMBIE & FITCH CO CL A | $6M | 67,000 |
| 12 | HUNTSMAN CORP | $6M | 451,000 |
| 13 | ARCELORMITTAL SA LUXEMBOURG | $6M | 110,887 |
| 14 | TRONOX HOLDINGS PLC | $5M | 530,000 |
| 15 | DICKS SPORTING GOODS INC | $4M | 22,500 |
| 16 | WEST FRASER TIMBER CO LTD | $3M | 44,826 |
| 17 | STAR BULK CARRIERS CORP | $3M | 120,000 |
| 18 | AMERICAN EAGLE OUTFITTERS INC | $2M | 145,300 |
| 19 | LULULEMON ATHLETICA INC | $2M | 15,000 |
| 20 | DIAMONDBACK ENERGY INC | $2M | 10,000 |
| 21 | ARCBEST CORP | $2M | 20,000 |
| 22 | CALIFORNIA RES CORP COM STOCK | $2M | 25,000 |
| 23 | MUELLER INDS INC | $2M | 15,000 |
| 24 | BUILDERS FIRSTSOURCE INC | $2M | 20,000 |
| 25 | APA CORPORATION | $1M | 25,000 |
| 26 | DHT HOLDINGS INC SHS NEW | $914k | 50,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.