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Disclosery

Impala Asset Management LLC: BKE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Impala Asset Management LLC on BKE, newest first. How the timeline and the estimate are built.

Impala Asset Management LLC held 412,000 BKE 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 412,000 shares
    Change vs previous 13F -7,578 shares

    9.86% of the 13F portfolio, value $17,386,400.

    13F-HR 0001104659-26-097711 filed by Impala Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 419,578 shares
    Change vs previous 13F +19,459 shares

    9.84% of the 13F portfolio, value $21,129,948.

    13F-HR 0001104659-26-060155 filed by Impala Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 400,119 shares
    Change vs previous 13F +162,119 shares

    13.47% of the 13F portfolio, value $21,374,357.

    13F-HR 0001104659-26-015007 filed by Impala Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 238,000 shares
    Change vs previous 13F -119,038 shares

    8.67% of the 13F portfolio, value $13,961,080.

    13F-HR 0001104659-25-110409 filed by Impala Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 357,038 shares
    Change vs previous 13F -75,042 shares

    10.25% of the 13F portfolio, value $16,191,673.

    13F-HR/A 0001104659-25-083914 filed by Impala Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 432,080 shares
    Change vs previous 13F +116,833 shares

    12.73% of the 13F portfolio, value $16,571,382.

    13F-HR 0001104659-25-051544 filed by Impala Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 315,247 shares
    Change vs previous 13F -49,753 shares

    12.95% of the 13F portfolio, value $16,017,700.

    13F-HR 0001104659-25-013868 filed by Impala Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 365,000 shares
    Change vs previous 13F not available

    9.76% of the 13F portfolio, value $16,049,050.

    13F-HR 0001104659-24-119622 filed by Impala Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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