13F HOLDINGS REPORT (Amended)
Impala Asset Management LLC
Quarter ended Q2 2025 · Filed August 27, 2025 · Accession 0001104659-25-083914
Total Value
$146.4M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ERO COPPER CORP | ERO | 1,632,900 | $27.6M | 18.84% |
| 2 | ACADEMT SPORTS & OUTDOORS INC | ASO | 380,424 | $17.0M | 11.65% |
| 3 | BUCKLE INC | BKE | 357,038 | $16.2M | 11.06% |
| 4 | CENTURY ALUM CO | CENX | 803,894 | $14.5M | 9.90% |
| 5 | TECK RESOURCES LTD | TCKRF | 287,382 | $11.6M | 7.93% |
| 6 | ABERCROMBIE & FITCH CO | ANF | 99,000 | $8.2M | 5.60% |
| 7 | HUNTSMAN CORP | HUN | 775,000 | $8.1M | 5.52% |
| 8 | ARCBEST CORP | ARCB | 71,000 | $5.5M | 3.74% |
| 9 | ARCELORMITTAL SA LUXEMBOURG | ARCXF | 165,558 | $5.2M | 3.58% |
| 10 | NEW GOLD INC CDA | 644535106 | 940,000 | $4.7M | 3.18% |
| 11 | ACADEMT SPORTS & OUTDOORS INC | ASO | 101,500 | $4.6M | 3.12% |
| 12 | HUNTSMAN CORP | HUN | 380,200 | $4.6M | 3.12% |
| 13 | UNITED PARCEL SERVICE | UPS | 33,000 | $3.3M | 2.28% |
| 14 | SCHLUMBERGER LTD | SLB | 90,042 | $3.0M | 2.08% |
| 15 | CONOCOPHILLIPS | COP | 22,500 | $2.0M | 1.38% |
| 16 | NINTENDO CO LTD | NODK | 71,600 | $1.7M | 1.17% |
| 17 | ALPHA METALLURGICAL RESOURCE INC | 020764106 | 14,000 | $1.6M | 1.08% |
| 18 | CHEVRON CORP | CVX | 10,000 | $1.4M | 0.98% |
| 19 | NEWMONT CORP | NEU | 20,000 | $1.2M | 0.80% |
| 20 | IVANHOE MINES LTD | 45679R104 | 150,000 | $1.1M | 0.77% |
| 21 | ISHARES MSCI BRAZIL ETF | 464286400 | 34,000 | $980,900 | 0.67% |
| 22 | ERO COPPER CORP | ERO | 66,200 | $915,250 | 0.63% |
| 23 | HUDBAY MINERALS INC | HBM | 71,800 | $762,155 | 0.52% |
| 24 | ARCELORMITTAL SA LUXEMBOURG | ARCXF | 20,000 | $631,600 | 0.43% |