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Impala Asset Management LLC: CENX position timeline

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

Impala Asset Management LLC held 1,035,000 CENX 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 1,035,000 shares
    Change vs previous 13F +60,000 shares

    27% of the 13F portfolio, value $47,620,350.

    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 975,000 shares
    Change vs previous 13F +117,195 shares

    26.66% of the 13F portfolio, value $57,222,750.

    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 857,805 shares
    Change vs previous 13F +168,805 shares

    21.17% of the 13F portfolio, value $33,608,800.

    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 689,000 shares
    Change vs previous 13F -114,894 shares

    12.56% of the 13F portfolio, value $20,229,040.

    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 803,894 shares
    Change vs previous 13F -128,260 shares

    9.17% of the 13F portfolio, value $14,486,170.

    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 932,154 shares
    Change vs previous 13F +234,673 shares

    13.29% of the 13F portfolio, value $17,300,778.

    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 697,481 shares
    Change vs previous 13F -206,519 shares

    10.28% of the 13F portfolio, value $12,708,104.

    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 904,000 shares
    Change vs previous 13F not available

    8.92% of the 13F portfolio, value $14,671,920.

    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).