13F HOLDINGS REPORT
Impala Asset Management LLC
Quarter ended Q1 2025 · Filed May 21, 2025 · Accession 0001104659-25-051544
Total Value
$120.9M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ERO COPPER CORP | ERO | 1,648,581 | $20.0M | 16.53% |
| 2 | CENTURY ALUM CO | CENX | 932,154 | $17.3M | 14.32% |
| 3 | BUCKLE INC | BKE | 432,000 | $16.6M | 13.70% |
| 4 | TECK RESOURCES LTD | TCKRF | 434,000 | $15.8M | 13.08% |
| 5 | ACADEMT SPORTS & OUTDOORS INC | ASO | 305,151 | $13.9M | 11.52% |
| 6 | WEST FRASIER TIMBER CO LTD | WFG | 113,900 | $8.7M | 7.24% |
| 7 | ABERCROMBIE & FITCH CO | ANF | 113,883 | $8.7M | 7.20% |
| 8 | HUNTSMAN CORP | HUN | 319,762 | $5.0M | 4.18% |
| 9 | NEW GOLD INC CDA | 644535106 | 1,000,000 | $3.7M | 3.07% |
| 10 | NEWMONT CORP | NEU | 65,000 | $3.1M | 2.60% |
| 11 | CONOCOPHILLIPS | COP | 25,000 | $2.6M | 2.17% |
| 12 | DIREXION SHS ETF TR | 25459W847 | 68,200 | $2.0M | 1.65% |
| 13 | VAIL RESORTS INC | MTN | 7,000 | $1.1M | 0.93% |
| 14 | SCHLUMBERGER LTD | SLB | 25,000 | $1.0M | 0.86% |
| 15 | ARCELORMITTAL SA LUXEMBOURG | ARCXF | 18,679 | $538,889 | 0.45% |
| 16 | HUNTSMAN CORP | HUN | 2,020 | $400,614 | 0.33% |
| 17 | ERO COPPER CORP | ERO | 1,320 | $207,653 | 0.17% |
| 18 | BUCKLE INC | BKE | 80 | $17,142 | 0.01% |