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Disclosery

Impala Asset Management LLC: ERO position timeline

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

Impala Asset Management LLC held 1,169,000 ERO 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 1,169,000 shares
    Change vs previous 13F +141,044 shares

    17.69% of the 13F portfolio, value $31,201,438.

    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 1,027,956 shares
    Change vs previous 13F +77,956 shares

    12.76% of the 13F portfolio, value $27,391,591.

    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 950,000 shares
    Change vs previous 13F -757,400 shares

    16.98% of the 13F portfolio, value $26,949,401.

    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 1,707,400 shares
    Change vs previous 13F +8,300 shares

    19.64% of the 13F portfolio, value $31,633,806.

    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 1,699,100 shares
    Change vs previous 13F +49,199 shares

    18.04% of the 13F portfolio, value $28,493,593.

    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 1,649,901 shares
    Change vs previous 13F -89,164 shares

    15.5% of the 13F portfolio, value $20,179,626.

    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 1,739,065 shares
    Change vs previous 13F -470,545 shares

    18.95% of the 13F portfolio, value $23,437,569.

    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 2,209,610 shares
    Change vs previous 13F not available

    39.95% of the 13F portfolio, value $65,723,837.

    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).