13F HOLDINGS REPORT
Impala Asset Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001104659-25-013868
Total Value
$123.7M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ERO COPPER CORP | ERO | 1,739,065 | $23.4M | 18.95% |
| 2 | ACADEMY SPORTS & OUTDOORS INC | ASO | 360,000 | $20.7M | 16.75% |
| 3 | BUCKLE INC | BKE | 315,247 | $16.0M | 12.95% |
| 4 | CENTURY ALUM CO | CENX | 697,481 | $12.7M | 10.28% |
| 5 | WEST FRASER TIMBER CO LTD | WFG | 129,300 | $11.2M | 9.06% |
| 6 | ARCBEST CORP | ARCB | 107,000 | $10.0M | 8.07% |
| 7 | ALCOA CORP | AA | 177,800 | $6.7M | 5.43% |
| 8 | SCHLUMBERGER LTD COM | SLB | 170,000 | $6.5M | 5.27% |
| 9 | ABERCROMBIE & FITCH CO | ANF | 34,000 | $5.1M | 4.11% |
| 10 | QUAKER HOUGHTON | 747316107 | 23,000 | $3.2M | 2.62% |
| 11 | LIBERTY ENERGY INC | LBRT | 146,561 | $2.9M | 2.36% |
| 12 | CONOCOPHILLIPS | COP | 29,187 | $2.9M | 2.34% |
| 13 | NEW GOLD INC CDA | 644535106 | 680,000 | $1.7M | 1.36% |
| 14 | DENISON MINES CORP | DNN | 309,000 | $559,739 | 0.45% |