13F HOLDINGS REPORT
Impala Asset Management LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001104659-25-110409
Total Value
$147.6M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ERO COPPER CORP | ERO | 1,546,400 | $31.3M | 21.21% |
| 2 | CENTURY ALUM CO | CENX | 689,000 | $20.2M | 13.71% |
| 3 | ACADEMY SPORTS & OUTDOORS INC | ASO | 322,115 | $16.1M | 10.92% |
| 4 | BUCKLE INC | BKE | 238,000 | $14.0M | 9.46% |
| 5 | HUNTSMAN CORP | HUN | 1,195,000 | $10.7M | 7.27% |
| 6 | WESTLAKE CORPORATION | WLK | 115,000 | $8.9M | 6.00% |
| 7 | ABERCROMBIE & FITCH CO CL A | ANF | 81,500 | $7.0M | 4.72% |
| 8 | NEW GOLD INC CDA | 644535106 | 900,000 | $6.5M | 4.38% |
| 9 | IVANHOE MINES LTD COM CL A | 45679R104 | 539,900 | $5.7M | 3.88% |
| 10 | HUNTSMAN CORP | HUN | 536,000 | $4.8M | 3.26% |
| 11 | ARCELORMITTAL SA | ARCXF | 131,000 | $4.7M | 3.19% |
| 12 | ARCBEST CORP | ARCB | 66,000 | $4.6M | 3.12% |
| 13 | ACADEMY SPORTS & OUTDOORS INC | ASO | 75,000 | $3.8M | 2.54% |
| 14 | OLIN CORP COM PAR $1 | OLN | 120,000 | $3.0M | 2.03% |
| 15 | FLUOR CORP NEW | FLR | 50,718 | $2.1M | 1.45% |
| 16 | HALLIBURTON CO | HAL | 85,000 | $2.1M | 1.42% |
| 17 | NINTENDO LTD UNSPON ADS | NODK | 55,000 | $1.2M | 0.80% |
| 18 | CELANESE CORP DEL | CE | 15,000 | $631,200 | 0.43% |
| 19 | ERO COPPER CORP | ERO | 161,000 | $325,703 | 0.22% |