Impala Asset Management LLC: 13F holdings
CIK 13176792026Q2
| Positions | 20 |
|---|---|
| Reported value | $176.4m |
| Filed | 2026-08-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CENX CENTURY ALUM CO | 1,035,000 | $47.6m | 27.0% |
| ERO COPPER CORP | 1,169,000 | $31.2m | 17.7% |
| BKE BUCKLE INC | 412,000 | $17.4m | 9.9% |
| DOW DOW HLDGS INC | 537,000 | $14.7m | 8.3% |
| TRONOX HOLDINGS PLC | 1,920,000 | $12.1m | 6.9% |
| ANF ABERCROMBIE & FITCH CO | 108,658 | $9.8m | 5.5% |
| SLB SLB LIMITED | 185,000 | $8.6m | 4.9% |
| AA ALCOA CORP | 135,000 | $7.0m | 4.0% |
| CENTURY ALUM CO | 150,000 | $6.9m | 3.9% |
| TRONOX HOLDINGS PLC | 690,000 | $4.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1317679")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.