Impala Asset Management LLC
Impala Asset Management LLC reported 20 positions worth $176.4M as of June 30, 2026 (13F filed August 17, 2026). Largest holding: CENX (27.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CENX | SH | $47.6M | 27.00% | 1,035,000 | — | — | |
| ▸ 2 | ERO | SH | $31.2M | 17.69% | 1,169,000 | — | — | |
| ▸ 3 | BKE | SH | $17.4M | 9.86% | 412,000 | — | — | |
| ▸ 4 | DOW | SH | $14.7M | 8.33% | 537,000 | — | — | |
| ▸ 5 | TROX | SH | $12.1M | 6.86% | 1,920,000 | — | — | |
| ▸ 6 | ANF | SH | $9.8M | 5.55% | 108,658 | — | — | |
| ▸ 7 | SLB | SH | $8.6M | 4.88% | 185,000 | — | — | |
| ▸ 8 | AA | SH | $7.0M | 3.99% | 135,000 | — | — | |
| ▸ 9 | 156431908 | SH | $6.9M | 3.91% | 150,000 | — | — | |
| ▸ 10 | G9087Q902 | SH | $4.3M | 2.46% | 690,000 | — | — |
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Frequently Asked Questions
What stocks does Impala Asset Management LLC hold as of Q2 2026?
Impala Asset Management LLC reported 20 positions worth $176.4M in its Q2 2026 13F filing. Largest positions: CENX (27.0%), ERO (17.7%), BKE (9.9%), DOW (8.3%) and TROX (6.9%).
What did Impala Asset Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Impala Asset Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.