13F-HR filed by Impala Asset Management LLC
Impala Asset Management LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-12, with 16 holding rows worth $147,592,828.
- Accession
- 0001104659-25-110409
- Filer
- CIK 1317679
- Filed
- 2025-11-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 19 entries on the cover page, a total value of $147,592,828 stated on the cover page (in dollars after the unit check, H1), rows summing to $147,592,828 with VALUE read as dollars as filed, 13F file number 028-11248. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ERO COPPER CORP COM | 296006109 | Stock | 1,707,400 | $31,633,806 | dollars as filed | |
| CENTURY ALUM CO | 156431108 | COM | 689,000 | $20,229,040 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 397,115 | $19,863,692 | dollars as filed | |
| HUNTSMAN CORP | 447011107 | COM | 1,731,000 | $15,544,380 | dollars as filed | |
| BUCKLE INC COM | 118440106 | Stock | 238,000 | $13,961,080 | dollars as filed | |
| WESTLAKE CORPORATION | 960413102 | COM | 115,000 | $8,861,900 | dollars as filed | |
| ABERCROMBIE & FITCH CO CL A | 002896207 | Stock | 81,500 | $6,972,325 | dollars as filed | |
| NEW GOLD INC CDA | 644535106 | COM | 900,000 | $6,462,000 | dollars as filed | |
| IVANHOE MINES LTD COM CL A | 45679R104 | CL A | 539,900 | $5,723,281 | dollars as filed | |
| ARCELORMITTAL SA | 03938L023 | NY REGISTRY SH | 131,000 | $4,701,498 | dollars as filed | |
| ARCBEST CORP COM | 03937C105 | Stock | 66,000 | $4,611,420 | dollars as filed | |
| OLIN CORP | 680665205 | COM PAR $1 | 120,000 | $2,998,800 | dollars as filed | |
| FLUOR CORP | 343412102 | COM | 50,718 | $2,133,706 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 85,000 | $2,091,000 | dollars as filed | |
| NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHS | 654445303 | Equity | 55,000 | $1,173,700 | dollars as filed | |
| CELANESE CORP DEL COM | 150870103 | Stock | 15,000 | $631,200 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-25-110409 | this filing | 2025-11-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001104659-26-015310 | added | 2026-02-13 | acceptance time not in the bulk data set |