IMPALA ASSET MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ERO | 1.03M | $27.39M |
 | CENX | 975K | $57.22M |
 | HUN | 540K | $7.19M |
 | TROX | 530K | $5.18M |
 | BKE | 420K | $21.13M |
 | SLB | 157K | $8.08M |
 | AEO | 145K | $2.43M |
 | AA | 130K | $8.62M |
 | SBLK | 120K | $2.76M |
 | EMN | 115K | $8.78M |
 | MT | 111K | $5.67M |
 | CE | 110K | $7.23M |
 | PPG | 82K | $8.76M |
 | ANF | 67K | $6.12M |
 | DHT | 50K | $913.50K |
 | WFG | 45K | $2.93M |
 | CRC | 25K | $1.73M |
 | APA | 25K | $1.06M |
 | DKS | 23K | $4.46M |
 | BLDR | 20K | $1.65M |
Ero Copper Corp.
ERO
Shares Held
1.03M
Value
$27.39M
Century Aluminum Company
CENX
Shares Held
975K
Value
$57.22M
Huntsman Corporation
HUN
Shares Held
540K
Value
$7.19M
Tronox Holdings plc
TROX
Shares Held
530K
Value
$5.18M
The Buckle, Inc.
BKE
Shares Held
420K
Value
$21.13M
Slb N.V.
SLB
Shares Held
157K
Value
$8.08M
American Eagle Outfitters, Inc.
AEO
Shares Held
145K
Value
$2.43M
Alcoa Corporation
AA
Shares Held
130K
Value
$8.62M
Star Bulk Carriers Corp.
SBLK
Shares Held
120K
Value
$2.76M
Eastman Chemical Company
EMN
Shares Held
115K
Value
$8.78M
ArcelorMittal S.A.
MT
Shares Held
111K
Value
$5.67M
Celanese Corporation
CE
Shares Held
110K
Value
$7.23M
PPG Industries, Inc.
PPG
Shares Held
82K
Value
$8.76M
Abercrombie & Fitch Co.
ANF
Shares Held
67K
Value
$6.12M
DHT Holdings, Inc.
DHT
Shares Held
50K
Value
$913.50K
West Fraser Timber Co. Ltd.
WFG
Shares Held
45K
Value
$2.93M
California Resources Corp
CRC
Shares Held
25K
Value
$1.73M
APA Corporation
APA
Shares Held
25K
Value
$1.06M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
23K
Value
$4.46M
Builders FirstSource, Inc.
BLDR
Shares Held
20K
Value
$1.65M