13F HOLDINGS REPORT (Amended)
Impala Asset Management LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001104659-26-015302
Total Value
$11.6M
Positions
3
Other Managers
0
Confidential Omitted
No
Holdings (3)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRONOX HOLDINGS PLC | TROX | 1,165,000 | $5.9M | 50.89% |
| 2 | TRONOX HOLDINGS PLC | TROX | 651,300 | $3.3M | 28.45% |
| 3 | VIKING HOLDINGS LTD | VIK | 45,000 | $2.4M | 20.66% |