The Analysis of Impala Asset Management LLC's Holdings

Currently, Impala Asset Management LLC holds 16 types of securities in its portfolio with a total value $147.6M. In the most recent quarter, they have increased their positions in HUN (+1.4M shares, valued at $12.7M), WLK (+115.0K shares, valued at $8.9M), N/A (+539.9K shares, valued at $5.7M); decreased their positions in BKE (-194.1K shares, valued at $11.4M), CENX (-243.2K shares, valued at $7.1M), ANF (-32.4K shares, valued at $2.8M); initiated new positions in WLK (+115.0K shares, valued at $8.9M), N/A (+539.9K shares, valued at $5.7M), ARCB (+66.0K shares, valued at $4.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ERO ERO COPPER CORP1.7M shares3.48%2025-09-302025-11-12

CENX CENTURY ALUM CO689.0K shares-26.09%2025-09-302025-11-12

ASO ACADEMY SPORTS & OUTDOORS INC397.1K shares30.14%2025-09-302025-11-12

HUN HUNTSMAN CORP1.7M shares437.94%2025-09-302025-11-12

BKE BUCKLE INC238.0K shares-44.92%2025-09-302025-11-12

WLK WESTLAKE CORPORATION115.0K sharesnew addition2025-09-302025-11-12

ANF ABERCROMBIE & FITCH CO CL A81.5K shares-28.44%2025-09-302025-11-12

NGD NEW GOLD INC CDA900.0K shares-10.00%2025-09-302025-11-12

Sponsored

IVANHOE MINES LTD COM CL A IVANHOE MINES LTD COM CL A539.9K sharesnew addition2025-09-302025-11-12

ARCELORMITTAL SA ARCELORMITTAL SA131.0K shares601.32%2025-09-302025-11-12

ARCB ARCBEST CORP66.0K sharesnew addition2025-09-302025-11-12

OLN OLIN CORP COM PAR $1120.0K sharesnew addition2025-09-302025-11-12

FLR FLUOR CORP NEW50.7K sharesnew addition2025-09-302025-11-12

HAL HALLIBURTON CO85.0K sharesnew addition2025-09-302025-11-12

NINTENDO LTD UNSPON ADS NINTENDO LTD UNSPON ADS55.0K sharesnew addition2025-09-302025-11-12

CE CELANESE CORP DEL15.0K sharesnew addition2025-09-302025-11-12