Holders — by stockHoldings — by fund
Impala Asset Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001317679
$176.4M
disclosed book value
20
positions
27%
largest position share
Positions, as of 2026-06-30
top 20 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CENXCENTURY ALUM CO | 1.0M | $47.6M | 27% |
| 2 | EROERO COPPER CORP | 1.2M | $31.2M | 17.7% |
| 3 | BKEBUCKLE INC | 412,000 | $17.4M | 9.9% |
| 4 | DOWDOW HLDGS INC | 537,000 | $14.7M | 8.3% |
| 5 | TROXTRONOX HOLDINGS PLC | 1.9M | $12.1M | 6.9% |
| 6 | ANFABERCROMBIE & FITCH CO | 108,658 | $9.8M | 5.5% |
| 7 | SLBSLB LIMITED | 185,000 | $8.6M | 4.9% |
| 8 | AAALCOA CORP | 135,000 | $7.0M | 4% |
| 9 | CENTURY ALUM CO | 150,000 | $6.9M | 3.9% |
| 10 | TRONOX HOLDINGS PLC | 690,000 | $4.3M | 2.5% |
| 11 | DVNDEVON ENERGY CORP NEW | 90,000 | $3.7M | 2.1% |
| 12 | FANGDIAMONDBACK ENERGY INC | 19,000 | $3.3M | 1.9% |
| 13 | DOW HLDGS INC | 100,000 | $2.7M | 1.6% |
| 14 | SBLKSTAR BULK CARRIERS CORP | 80,479 | $2.0M | 1.1% |
| 15 | DHTDHT HOLDINGS INC | 85,050 | $1.4M | 0.8% |
| 16 | IEIVANHOE ELECTRIC INC | 140,000 | $1.3M | 0.8% |
| 17 | MLIMUELLER INDS INC | 5,000 | $614,650 | 0.3% |
| 18 | HUNTSMAN CORP | 50,100 | $532,062 | 0.3% |
| 19 | VGZVISTA GOLD CORP | 275,000 | $525,250 | 0.3% |
| 20 | VRAVERA BRADLEY INC | 125,000 | $486,250 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.