13F-HR filed by Impala Asset Management LLC
Impala Asset Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-13, with 26 holding rows worth $214,629,764.
- Accession
- 0001104659-26-060155
- Filer
- CIK 1317679
- Filed
- 2026-05-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 26 entries on the cover page, a total value of $214,629,764 stated on the cover page (in dollars after the unit check, H1), rows summing to $214,629,764 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 |
|---|---|---|---|---|---|---|
| CENTURY ALUM CO | 156431108 | COM | 975,000 | $57,222,750 | dollars as filed | |
| ERO COPPER CORP COM | 296006109 | Stock | 1,027,956 | $27,391,591 | dollars as filed | |
| BUCKLE INC COM | 118440106 | Stock | 419,578 | $21,129,948 | dollars as filed | |
| TRONOX HOLDINGS PLC | G9087Q902 | CALL | 1,168,200 | $11,413,314 | dollars as filed | |
| EASTMAN CHEM CO COM | 277432100 | Stock | 115,000 | $8,776,800 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 82,000 | $8,764,160 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 130,000 | $8,622,900 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 157,284 | $8,082,825 | dollars as filed | |
| CELANESE CORP DEL COM | 150870103 | Stock | 110,000 | $7,234,700 | dollars as filed | |
| HUNTSMAN CORP | 447011107 | COM | 540,000 | $7,187,400 | dollars as filed | |
| ABERCROMBIE & FITCH CO CL A | 002896207 | Stock | 67,000 | $6,121,790 | dollars as filed | |
| HUNTSMAN CORP | 447011907 | CALL | 451,000 | $6,002,810 | dollars as filed | |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | 03938L203 | ADR | 110,887 | $5,670,815 | dollars as filed | |
| TRONOX HOLDINGS PLC SHS | G9087Q102 | Stock | 530,000 | $5,178,100 | dollars as filed | |
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 22,500 | $4,461,525 | dollars as filed | |
| WEST FRASER TIMBER CO LTD COM | 952845105 | Stock | 44,826 | $2,930,226 | dollars as filed | |
| STAR BULK CARRIERS CORP. | Y8162K204 | SHS PAR | 120,000 | $2,756,400 | dollars as filed | |
| AMERICAN EAGLE OUTFITTERS INC COM | 02553E106 | Stock | 145,300 | $2,426,510 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 15,000 | $2,296,500 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 10,000 | $1,977,900 | dollars as filed | |
| ARCBEST CORP COM | 03937C105 | Stock | 20,000 | $1,967,200 | dollars as filed | |
| CALIFORNIA RES CORP | 13057Q305 | COM STOCK | 25,000 | $1,730,500 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 15,000 | $1,662,000 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 20,000 | $1,646,600 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 25,000 | $1,061,000 | dollars as filed | |
| DHT HOLDINGS INC | Y2065G121 | SHS NEW | 50,000 | $913,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-060155 | this filing | 2026-05-13 | acceptance time not in the bulk data set |