13F HOLDINGS REPORT (Amended)
Impala Asset Management LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001104659-26-015288
Total Value
$9.3M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRONOX HOLDINGS PLC | TROX | 910,000 | $6.4M | 68.63% |
| 2 | STAR BULK CARRIERS CORP | SBLK | 115,000 | $1.8M | 19.17% |
| 3 | ISHARES TR | 464287184 | 20,000 | $716,800 | 7.68% |
| 4 | TRONOX HOLDINGS PLC | TROX | 60,000 | $422,400 | 4.52% |