13F HOLDINGS REPORT (Amended)
Impala Asset Management LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001104659-26-015310
Total Value
$13.5M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRONOX HOLDINGS PLC | TROX | 1,227,600 | $4.9M | 36.58% |
| 2 | TRONOX HOLDINGS PLC | TROX | 10,615 | $4.3M | 31.63% |
| 3 | STAR BULK CARRIERS CORP. SHS PAR | SBLK | 120,000 | $2.2M | 16.54% |
| 4 | ISHARES TR CHINA LG-CAP | 464287184 | 50,000 | $2.1M | 15.25% |