Impala Asset Management LLC reported 20 holdings worth US$176M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 17, 2026
Impala Asset Management LLC reported 20 holdings worth US$176M as of Jun 30, 2026. Largest: Century Aluminum Company, Ero Copper Corp. and Buckle, Inc. (the). Filed Aug 17, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$176M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Century Aluminum Company | 1.03M | US$47.6M | 27.0% |
| Ero Copper Corp. | 1.17M | US$31.2M | 17.7% |
| Buckle, Inc. (the) | 412K | US$17.4M | 9.9% |
| Dow Inc. | 537K | US$14.7M | 8.3% |
| Abercrombie & Fitch Company | 109K | US$9.78M | 5.5% |
| Alcoa Corporation | 135K | US$7.04M | 4.0% |
| Devon Energy Corporation | 90,000 | US$3.72M | 2.1% |
| Diamondback Energy, Inc. | 19,000 | US$3.34M | 1.9% |
| Star Bulk Carriers Corp. | 80,479 | US$2.01M | 1.1% |
| Dht Holdings, Inc. | 85,050 | US$1.41M | 0.80% |
| Ivanhoe Electric Inc. | 140K | US$1.35M | 0.76% |
| Mueller Industries, Inc. | 5,000 | US$615K | 0.35% |
| Vista Gold Corp | 275K | US$525K | 0.30% |
| Vera Bradley, Inc. | 125K | US$486K | 0.28% |
| Builders Firstsource, Inc. | 0 | US$0 | 0.00% |
| Celanese Corporation | 0 | US$0 | 0.00% |
| California Resources Corporation | 0 | US$0 | 0.00% |
| Dick's Sporting Goods Inc | 0 | US$0 | 0.00% |
| Eastman Chemical Company | 0 | US$0 | 0.00% |
| Huntsman Corporation | 0 | US$0 | 0.00% |
| Lululemon Athletica Inc. | 0 | US$0 | 0.00% |
| Arcelormittal Sa | 0 | US$0 | 0.00% |
| Ppg Industries, Inc. | 0 | US$0 | 0.00% |
| West Fraser Timber Co. Ltd. | 0 | US$0 | 0.00% |
| American Eagle Outfitters, Inc. | 0 | US$0 | 0.00% |
| Apa Corporation | 0 | US$0 | 0.00% |
| Arcbest Corporation | 0 | US$0 | 0.00% |