Impala Asset Management LLC: AA position timeline

Impala Asset Management LLC held 135,000 AA shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 135,000 shares

   Change vs previous 13F +5,000 shares

   3.99% of the 13F portfolio, value $7,038,900.

   13F-HR 0001104659-26-097711 filed by Impala Asset Management LLC
   Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 130,000 shares

   Change vs previous 13F +130,000 shares

   4.02% of the 13F portfolio, value $8,622,900.

   13F-HR 0001104659-26-060155 filed by Impala Asset Management LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F/A 0 shares

   Change vs previous 13F -177,800 shares

   13F-HR 0001104659-25-051544 filed by Impala Asset Management LLC
   Filed 2025-05-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 177,800 shares

   Change vs previous 13F +12,800 shares

   5.43% of the 13F portfolio, value $6,717,284.

   13F-HR 0001104659-25-013868 filed by Impala Asset Management LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 165,000 shares

   Change vs previous 13F not available

   3.87% of the 13F portfolio, value $6,365,700.

   13F-HR 0001104659-24-119622 filed by Impala Asset Management LLC
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).