IMPALA ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TROX | 1.14M | $4.77M |
 | ERO | 950K | $26.95M |
 | HUN | 867K | $8.67M |
 | CENX | 858K | $33.61M |
 | VRA | 403K | $976.34K |
 | BKE | 400K | $21.37M |
 | OLN | 167K | $3.48M |
 | SBLK | 167K | $3.21M |
 | PGEN | 165K | $689.70K |
 | VALE | 160K | $2.08M |
 | MT | 159K | $7.28M |
 | WHR | 110K | $7.94M |
 | ARCB | 70K | $5.19M |
 | FLNC | 60K | $1.19M |
 | HY | 50K | $1.49M |
 | RIO | 40K | $3.22M |
 | AMR | 22K | $4.40M |
 | DKS | 21K | $4.22M |
 | FANG | 20K | $3.01M |
 | MLI | 15K | $1.72M |
Tronox Holdings plc
TROX
Shares Held
1.14M
Value
$4.77M
Ero Copper Corp.
ERO
Shares Held
950K
Value
$26.95M
Huntsman Corporation
HUN
Shares Held
867K
Value
$8.67M
Century Aluminum Company
CENX
Shares Held
858K
Value
$33.61M
Vera Bradley, Inc.
VRA
Shares Held
403K
Value
$976.34K
The Buckle, Inc.
BKE
Shares Held
400K
Value
$21.37M
Olin Corporation
OLN
Shares Held
167K
Value
$3.48M
Star Bulk Carriers Corp.
SBLK
Shares Held
167K
Value
$3.21M
Precigen, Inc.
PGEN
Shares Held
165K
Value
$689.70K
Vale S.A.
VALE
Shares Held
160K
Value
$2.08M
ArcelorMittal S.A.
MT
Shares Held
159K
Value
$7.28M
Whirlpool Corporation
WHR
Shares Held
110K
Value
$7.94M
ArcBest Corporation
ARCB
Shares Held
70K
Value
$5.19M
Fluence Energy, Inc.
FLNC
Shares Held
60K
Value
$1.19M
Hyster-Yale Materials Handling, Inc.
HY
Shares Held
50K
Value
$1.49M
Rio Tinto Group
RIO
Shares Held
40K
Value
$3.22M
Alpha Metallurgical Resources, Inc.
AMR
Shares Held
22K
Value
$4.40M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
21K
Value
$4.22M
Diamondback Energy, Inc.
FANG
Shares Held
20K
Value
$3.01M
Mueller Industries, Inc.
MLI
Shares Held
15K
Value
$1.72M