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Impala Asset Management LLC 13F Holdings
Holdings from the most recent 13F from Impala Asset Management LLC
Filed: 2025-08-18 (Q2 2025) | Holdings: 18 | Value: $120.9M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| ERO - ERO COPPER CORP | 16.70% | $20.2M | |||||
| CENX - CENTURY ALUM CO | 14.32% | $17.3M | +41.52% | +25.29% | |||
| BKE - BUCKLE INC | 13.71% | $16.6M | |||||
| TECK - TECK RESOURCES LTD | 13.08% | $15.8M | |||||
| ASO - ACADEMT SPORTS & OUTDOORS INC | 11.52% | $13.9M | |||||
| WFG - WEST FRASIER TIMBER CO LTD | 7.24% | $8.7M | -18.01% | -19.44% | |||
| ANF - ABERCROMBIE & FITCH CO | 7.20% | $8.7M | +16.42% | -27.63% | |||
| HUN - HUNTSMAN CORP | 4.51% | $5.4M | |||||
| NGD - NEW GOLD INC CDA | 3.07% | $3.7M | |||||
| NEU - NEWMONT CORP | 2.60% | $3.1M | |||||
| COP - CONOCOPHILLIPS | 2.17% | $2.6M | |||||
| TNA - DIREXION SHS ETF TR | 1.65% | $2.0M | |||||
| MTN - VAIL RESORTS INC | 0.93% | $1.1M | |||||
| SLB - SCHLUMBERGER LTD | 0.86% | $1.0M | +20.29% | +8.48% | |||
| N/A - ARCELORMITTAL SA LUXEMBOURG | 0.45% | $538.9K | |||||